Senior Counsel - Growing Investment Platform

A leading financial services organization is seeking a Senior Counsel, Transactions to support deal execution and provide legal oversight across a portfolio of investments. The role will focus on managing transactions from structuring through closing while advising on related legal matters post-close.

*This role sits fully onsite in Phoenix, AZ*

Key Responsibilities

Transaction Execution & Deal Leadership

• Lead the legal execution and closing of direct lending transactions, including drafting and negotiating credit agreements and related documentation
• Manage the full transaction lifecycle from structuring through closing in coordination with internal teams and external counsel
• Partner closely with investment professionals on underwriting, diligence, and deal structuring

Portfolio Management & Special Situations

• Advise on legal matters related to an existing loan portfolio, including amendments, waivers, and restructurings
• Monitor borrower compliance and address covenant breaches or other issues
• Develop and implement strategies for distressed investments, including workouts, recoveries, and insolvency-related proceedings
• Oversee outside counsel relationships, including scope management and legal spend

Operational & Legal Support

• Improve internal legal processes, templates, and documentation standards to support a high-volume deal environment
• Collaborate cross-functionally to ensure legal documentation aligns with business objectives
• Conduct legal research on secured lending and financing matters and provide recommendations to senior leadership
• Maintain knowledge of applicable legal and regulatory frameworks relevant to secured finance transactions
• Support special projects and broader legal initiatives as needed

Qualifications

• J.D. from an accredited law school with active bar membership in at least one U.S. jurisdiction
• 4 years as a transactional attorney with a focus on secured finance or lending transactions
• Experience drafting, reviewing, and negotiating credit agreements and related financing documents
• Working knowledge of legal principles governing secured lending
• Proven ability to manage multiple transactions and competing priorities in a fast-paced, deal-driven environment
• Strong business judgment with the ability to provide practical, solutions-oriented legal advice
• Excellent written and verbal communication skills across both legal and non-legal audiences