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Director, Investments Counsel

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Hybrid (Redwood City, CA)$323k - $485kFull-timePosted 2mo ago

About the role

Legal partner dedicated to CZI's Investment team, providing strategic legal counsel across public and private fund investments, co-investments, and other investment opportunities within a mission-driven organization.

Responsibilities

  • Lead the legal strategy supporting CZI's investment activities across public and private funds, co-investments, and related investment opportunities.
  • Serve as the primary legal advisor to Investment leadership, providing guidance on complex fund structures, co-investments, and bespoke transactions across asset classes.
  • Lead the legal execution of investment transactions, including review and negotiation of LPAs, side letters, co-investment agreements, and other key investment documents.
  • Structure and negotiate complex arrangements while balancing legal, tax, regulatory, and mission-driven considerations.
  • Develop and enhance standardized legal processes, playbooks, and governance practices to improve consistency and efficiency across investment execution.
  • Manage relationships with external counsel, ensuring high-quality, practical legal support aligned with CZI's priorities.
  • Partner closely with Tax, Finance, Compliance, and other cross-functional teams to support integrated decision-making across entity structures and regulatory requirements.
  • Advise on regulatory developments and emerging legal issues related to investment activities, including considerations for tax-exempt investors
  • Lead legal risk assessment and mitigation strategies across investment transactions, including governance, compliance, and reputational considerations.
  • Foster strong cross-functional partnerships that enable thoughtful, efficient investment execution.
  • Contribute to broader Legal team priorities and cross-functional initiatives as a senior member of Team LeGiT.

Qualifications

  • 15+ years of legal experience in investment funds and asset management, with deep expertise across private equity, hedge funds, and other alternative investments.
  • Significant experience serving as a strategic legal advisor within complex organizations.
  • Extensive experience leading investor-side negotiations for fund investments, co-investments, and bespoke transactions across varied legal structures.
  • Strong expertise in structuring investments across taxable and tax-exempt entities, including familiarity with UBTI, ERISA, and related considerations.
  • Demonstrated ability to lead complex, high-value negotiations and manage multiple concurrent transactions.
  • Experience developing and improving legal processes, frameworks, and best practices.
  • Proven ability to manage external counsel relationships effectively.
  • Strong business judgment and ability to translate legal complexity into practical, actionable guidance.
  • Excellent communication and influencing skills, with experience partnering effectively with senior leaders across functions.
  • High degree of integrity, discretion, and sound judgment in a dynamic environment.
  • Commitment to CZI's mission and ability to operate effectively in a mission-driven, evolving organization.
  • Juris Doctor (JD) required; active bar membership (California preferred or willingness to obtain).

Skills

Required:Investment fund structuringNegotiation of investment documentsRegulatory and tax advisory for investments

Benefits

  • CZI provides a generous employer match on employee 401(k) contributions to support planning for the future.
  • Annual benefit for employees that can be used for housing, student loan repayment, childcare, commuter costs, or other life needs.
  • CZI Life of Service Gifts are awarded to employees to “live the mission” and support the causes closest to them.
  • Paid time off to volunteer at an organization of your choice.
  • Funding for select family-forming benefits.
  • Relocation support for employees who need assistance moving to the Bay Area.
  • And more
Last updated Aug 26, 2026. Interested? Apply on the company site.

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