Senior Associate - Financial Services, Superannuation & Investment Funds
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What you'll do
- Play a lead role on advisory and transactional matters across investment funds, superannuation and financial services.
- Advise a diverse client base across the financial services industry — including fund managers, superannuation trustees, wealth managers, platform operators, investment banks and financial advice businesses.
- Manage work spanning the full lifecycle of funds and products — from structuring and establishing collective investment vehicles and alternative product offerings through to licensing, governance, disclosure, distribution and ongoing regulatory compliance matters.
- Handle significant transactional mandates, including large-scale domestic and international fund structures across traditional and emerging areas such as sustainable finance, private credit and fintech.
What they're looking for
- 5-8 years’ post qualification experience, with demonstrated time in a Senior Associate (or equivalent) role;
- A solid background in financial services regulatory, funds / investment product and/or superannuation matters; with demonstrated experienced advising on the establishment of managed investment schemes and superannuation products;
- Exceptional drafting skills with high attention to detail;
- Demonstrated capability to work autonomously as well as within a team to manage a diverse workload;
- Experience in supervision and mentoring of junior team members;
- A high degree of commerciality and commitment to client service;
- Strong communication and practical problem solving skills;
- A desire to develop and participate in business development initiatives;
- A proactive attitude towards personal development to expand your skills and knowledge to meet evolving client needs.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
The Role
We have a rare opportunity for a Senior Associate to join our leading Financial Services team in Sydney.
Working closely with Partners Matt Daley and Vanessa Pallone, this is a rewarding opportunity for an experienced senior lawyer seeking to join this highly ranked, premier team and play a lead role on advisory and transactional matters across investment funds, superannuation and financial services.
You will play a lead role in advising a diverse client base across the financial services industry — including fund managers, superannuation trustees, wealth managers, platform operators, investment banks and financial advice businesses.
Your work will span the full lifecycle of funds and products — from structuring and establishing collective investment vehicles and alternative product offerings through to licensing, governance, disclosure, distribution and ongoing regulatory compliance matters. The role encompasses significant transactional mandates, including large-scale domestic and international fund structures across traditional and emerging areas such as sustainable finance, private credit and fintech.
This is a rewarding opportunity for a commercially-minded lawyer who thrives on high-profile matters for top players within the financial services sector.
Skills & Experience
To be successful in this role, you will have:
5-8 years’ post qualification experience, with demonstrated time in a Senior Associate (or equivalent) role;
A solid background in financial services regulatory, funds / investment product and/or superannuation matters; with demonstrated experienced advising on the establishment of managed investment schemes and superannuation products;
Exceptional drafting skills with high attention to detail;
Demonstrated capability to work autonomously as well as within a team to manage a diverse workload;
Experience in supervision and mentoring of junior team members;
A high degree of commerciality and commitment to client service;
Strong communication and practical problem solving skills;
A desire to develop and participate in business development initiatives;
A proactive attitude towards personal development to expand your skills and knowledge to meet evolving client needs.
The Financial Services Practice Group
Our Financial Services Practice Group is recognised by their ranking in the top tier of service providers in Australia. Providing cutting edge advice to blue chip clients, our team has a reputation for cutting edge financial services regulatory work.
Our Partners are regularly acknowledged as leaders in their field by independent legal directories such as IFLR 1000, Australian Financial Review Best Lawyers, Chambers Global and Asia Pacific Legal 500. Matt is recognised as a leading individual in Financial Services Regulation and also, is an expert in superannuation and investment products.
Matt was named Lawyer of the Year in Funds Management (2023) by Best Lawyers Australia and was also voted by peers as one of Australia's Best Lawyers in Funds Management (2014–2023). Vanessa is recognised as an Up and Coming Individual in Financial Services Regulation by Chambers (2025) and Rising Star in Regulatory Compliance and Investigations and Financial Services Regulatory by The Legal 500 Asia-Pacific (2020 – 2025).
How to Apply?
We prefer to work directly with candidates, if you are interested in this role, please click the ‘Apply’ button or contact the consultant, details below, for more information. Clayton Utz is an inclusive employer that supports flexible work arrangements, please feel free to discuss your flexibility needs with the recruiter for this role.
Consultant Contact Details
Nicole St John, (02) 9353 4928Accessibility and Inclusion
We are committed to making reasonable adjustments to provide a positive, barrier-free recruitment process. Do you require any support or reasonable adjustments to complete your application? If so, please contact the recruiter via the above telephone number or via email to recruitmentsupport@claytonutz.com.
For more information on Clayton Utz, please visit www.claytonutz.com or follow us on LinkedIn here.
Agency submissions
Clayton Utz does not accept agency submissions unless the agency is specifically contacted by a member of the Clayton Utz Recruitment Team. Please do not forward candidate profiles or resumes to Clayton Utz partners, hiring managers or other employees - this will not constitute as an introduction to the firm and Clayton Utz will not be liable for a fee.
Company
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