Teams at Legalist

Own fund accounting, NAV preparation, reconciliations, investor reporting, and compliance. Coordinate with fund administrators, custodians, auditors, and tax advisors. Manage subscriptions, capital activity, performance calculations, regulatory filings, and support audits while ensuring accurate financial reporting and investor servicing.

The Head of Acquisitions will lead sourcing and executing transactions for a new investment strategy focused on founder-led professional services businesses, managing the process from outreach to closing.

The Portfolio Operations Specialist evaluates legal and investment opportunities, conducts research, monitors portfolio performance, and collaborates with cross-functional teams in a legal finance context.