Associate, Transaction Management, Private Equity

  • Salary: £70,000 - £80,000 + benefits
  • Location: West End
  • Consultant: Philippa Sheppard | 020 7588 8999
  • Reference: 927320

Are you an intellectually curious, dynamic and analytical graduate with 3-5 years’ Private Equity experience?

Are you a strong communicator and relationship builder?  Do you have excellent attention to detail, elite organisational and time-management skills?

Our client is looking for an exceptional individual with a background in transaction management and investment services, to manage the smooth and timely closing of Private Equity investments.

You will need a good understanding of legal documentation and knowledge of the alternative investment sector.


  • 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


  • 3 – 5 years’ experience middle office support in investment documentation/ structuring and operations
  • Degree essential
  • Familiarity of the investment sector and general knowledge of private sector investing
  • Awareness of documentation of private transactions, company secretarial practices and the nuances of PE 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

Posted date: 19 Jun 2024


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