Teams at Norm Law

Advise on the formation, registration, compliance, and governance of registered investment companies and advisers. Prepare and review Form ADV and other regulatory filings, assess marketing materials under the Marketing Rule, support fund launches and adviser transactions, and represent clients in SEC examinations. Collaborate with private funds, tax, legal, and technology teams while using AI-enabled workflows to improve regulatory drafting, review, and document management.

Work as a finance attorney advising on complex secured debt and debt-like financing transactions. Responsibilities include analyzing and designing transaction structures, drafting and negotiating documentation, advising clients, executing financing solutions, leading workstreams, and collaborating with lawyers and software engineers to improve AI legal agents.

Prepare, review, and process client invoices per billing guidelines; review attorney time and expenses; manage monthly billing cycles; support attorneys and clients on billing inquiries; track receivables and assist collections; reconcile discrepancies; maintain billing records and systems; help streamline workflows through automation/AI and support month-end close and finance projects.