Analyst/Associate, Transaction Management, Private Equity
- Salary: £65,000 - £86,000 + benefits
- Location: W1
- Consultant: Philippa Birdwood | 020 7588 8999
- Reference: 22598
Are you an intellectually curious, dynamic and analytical graduate with 2-3 years’, within private credit, private equity, banking, or fund admin?
Are you proactive and hardworking? Do you have excellent attention to detail, elite organisational and time-management skills?
Our client is a leading global Investment Manager, and they require an exceptional individual with a background in transaction services and deal closings, to manage the smooth and timely loan closing process.
You will need a good understanding of legal documentation and knowledge of the investment sector.
Role:
- Support deal closing / loan closing processes
- Go-to resource for all process queries or application of processes / policies
- Be the main middle office point of contact for external counterparties such as counsels, custodians and admin agents for all, KYC / AML clearances and query resolution
- Collaboration with internal teams to ensure timely exchange of KYC documentation and funding for new investments, evidence of deal closings and resolution of any related queries
- Upload complete records of closing documentation to the document management system
- Maintenance of correct contacts lists for all investments
- Assist with notarisation of documents and procuring signatures as required
- Assist with departmental data collection initiatives
- Opportunistic ad-hoc tasks as assigned by the Transaction Management Team
Requirements:
- 2-3 years’ experience middle to front office support in investment documentation / structuring and operations
- Degree preferred
- Familiarity of the investment sector and private sector investing
- Awareness of documentation of private transactions, company secretarial practices and the nuances of PE transactions
- Understanding of loans transactions and investments including related documentation and familiarity with factors impacting execution of loan transactions
- Appreciation of the commercial, regulatory environment for private sector transactions
- Excellent communication and organizational skills with the ability to handle multiple tasks and deals at any given time
- Proven experience in a similar sector or role such as middle office support in investment documentation/structuring and operations/corporate trusts/loans agency.