Another Source

Investment Counsel

ID 100611
Job Locations
University of California

At a glance

The University of California Office of the President (UCOP) is recruiting an Investment Counsel to join their UC Legal – Office of the General CounselThe role will consider candidates who are living in the state of California and prefer to work remotely. In this role, you will provide legal advice on a variety of highly complex corporate transactions for clients across the UC system. Come join a collaborative and consultative team that values all team members and their backgrounds. You will feel engaged in really interesting work in addition to having a team that supports your life outside of work. Don't miss out on this great opportunity to make an impact.

Description: What you'll be doing

Another Source’s client, the University of California Office of the President (UCOP), is recruiting an Investment Counsel to join their UC Legal – Office of the General Counsel 


The role will consider candidates who are living in the state of California, and prefer to work remotely. It’s preferred that the candidate is willing to come into the office. Traveling will be expected from time to time.   


About the University of California Office of the President:  
At the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good. 


The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world. Learn more about the UC Office of the President 


It’s hard to beat the benefits at the University of California! Check them out using this link: 

Department Overview (UC Legal): 
UC Legal delivers ethical, timely, efficient and high quality legal services to the University of California's ten campuses, five medical centers, and the Lawrence Berkeley National Laboratory, as well as to the Board of Regents, the President, the Chancellors and other officers of the University. Its services include prosecuting and defending litigation, drafting and negotiating agreements, providing advice, counsel and interpretation of laws, regulations and policies, and assisting with development of effective compliance and risk mitigation strategies to facilitate the University's complex operations. 
The Business, Transactions, and Innovation (BTI) practice group handles a broad range of matters, including, but not limited to, transactions involving innovative research, joint ventures, collaborations, international activities, public finance, investments, intellectual property, laboratory affairs, energy, tax-exempt organizations, charitable giving, trusts and estates and institutional advancement. 

More Information: 


Summary of the role: 
Reporting to the Managing Counsel, the Principal Counsel will provide legal advice on a variety of highly complex corporate transactions for clients across the UC system and particularly matters within the purview of the University's Office of the Chief Investment Officer ("UC Investments"). Responsibilities require knowledge of laws, regulations, and policies applicable to a broad range of investment transaction issues, including, but not limited to, highly complex corporate transactional, finance, and investment matters. The Principal Counsel will draft, review, and revise a variety of agreements involving the University's interests, such as investment contracts and policies. UC Investments manages a global portfolio of investments, including retirement, endowment, and cash assets with an aggregate value in excess of $170 billion. These investments include equities, fixed-income securities, alternative assets (e.g., private equity, public equity, fixed income, private credit, real assets, real estate, absolute return, and derivative strategies), as well as liquidity portfolios. 


By practicing UC Legal's established values, all team members are expected to promote diversity and maintain a workplace that is collaborative, supportive, respectful of differences, and committed to fairness and diversity in all interactions, both within and outside the team. 


Salary: $198,000 - $235,000, commensurate with experience 

Education and experience requirements:  

  • Education: Must possess a J.D. from an accredited law school. 
  • License/Certifications: Must be a member in good standing of the California Bar (Out-of-state hire would be afforded time to pass the Bar within a reasonable period). 
  • At least eight years of relevant in-house or law firm experience with corporate transactional and investment matters; must have extensive transactional experience. 
  • Significant experience with legal aspects of fund investments, direct investments, real estate transactions, mergers and acquisitions, and/or corporate finance 
  • In-depth capabilities in collaboration, facilitation, and strategic and creative thinking 
  • A proven team player with a positive attitude and strong interpersonal communication skills, including proven ability to actively listen, negotiate, persuade, and educate 
  • Experience in review, drafting, and negotiation of: a broad range of general corporate and fund-related contracts, including fund investment (e.g., mutual funds, hedge funds, private equity funds, real estate funds, distressed debt funds, fund of funds, etc.); direct investments, including venture financing transactions; investment, hedging, futures, and similar accounts; agreements with bank and broker-dealer counterparts; term sheets and letters of intent; mergers and acquisitions; dispositions; real property transactions; consulting and professional service arrangements; agreements relating to trading, risk management, and data management functions, including software license and other vendor agreements; confidentiality agreements; and related corporate actions 
  • In-depth understanding of highly complex legal issues and ability to foresee implications in the University setting and institutional concerns, even when ambiguous or hidden 
  • Excellent decision-making ability, even when unpopular, earning credibility and support from colleagues 
  • Advanced interpersonal communication skills, including proven ability to actively listen, negotiate, persuade, and educate 
  • Advanced written communication skills and ability to create and deliver effective materials and/or presentations appropriate to various audiences, including senior leaders and technical experts 
  • Advanced skills in project management and in facilitating policy review and changes 
  • Demonstrated ability to build trust and credibility with a broad group of colleagues, clients, and other stakeholders, including senior leadership 
  • Demonstrated commitment to the highest ethical standards 
  • Demonstrated commitment to workplace diversity and equality 
  • Proven ability to maintain confidentiality and exercise discretion and tact when handling sensitive or potentially sensitive issues 
  • Willingness to work in the office at a minimum on an as-needed basis 
  • Strong understanding of applicable securities regulations, corporate transactional, investment, finance and contract laws, relevant enforcement trends, and strategies to manage related risks 
  • Experience in negotiating equity-based financing transactions 



  • Experience working in the legal department of an investment management firm, investment bank, or other financial institution 
  • General private corporate/business transactions experience, including experience in advising on incubators, accelerators, and similar startup frameworks 
  • Experience working for other clients that are educational institutions, startups, or investors 
  • International transactional experience 
  • Institutional knowledge of the University of California’s equity-related policies and procedures or similar higher education experience 
  • Experience working with both private and public/governmental entities and/or experience with local, federal, and/or UC policy 
  • Ability to mentor and coach all levels of staff and to provide for succession planning 


The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age or protected veteran status. 


Another Source works with their clients, on a retained project basis, to maximize the recruiting process. 


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