AVP, Transaction Management, Private Equity

Aldrich & Co.; West End; On-site; CAD 150,716 - 188,395; Full time

Benefits offered by this job

+ bonus

+ benefits

Job summary

Aldrich & Co. is seeking a senior Transaction Manager with 5+ years of Private Equity experience to project-manage the closing of investments across PE strategies. You will coordinate with Legal, Custodians, and KYC/AML agents and ensure timely exchange of documentation.

The role requires strong attention to detail, excellent communication, and the ability to manage multiple deals across global time zones. Degree is essential.

Qualifications

• 5+ years of experience in Transaction Management or similar roles.
• Degree required.
• Knowledge of the investment sector and private equity transactions.
• Familiarity with private transaction documentation and PE procedures.
• Excellent communication and organisational skills.

Responsibilities

• Support deal closing processes and navigate complex deals against tight timelines.
• Enhance and automate key operational processes for efficiency and scale.
• Serve as the go-to resource on process and policy queries.
• Mentor and share knowledge across the Transaction Management team.

Skills

Transaction management

Deal closing

Relationship building

Attention to detail

Education

Degree

Tools

KYC/AML coordination

Job description

Salary: £80,000 – £100,000

Are you an intellectually curious, dynamic, and analytical professional with 5+ years Private Equity experience?

Are you a natural 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 project‑manage the smooth and timely closing of investments across their Private Equity strategies.

You’ll need a solid understanding of legal documentation and a working knowledge of the alternative investment sector, along with the ability to juggle a significant deal flow across multiple strategies without missing a beat.

Role Responsibilities

• Support deal closing processes, navigating complex deals against short timelines
• Enhance and automate key operational processes, and strengthen process management with a focus on efficiency and scale
• Act as the go‑to resource on process and policy queries
• Contribute to mentorship and knowledge‑sharing across the wider Transaction Management team
• Serve as the middle office point of contact for Legal Counsels, Custodians, and KYC/AML agents, providing timely support
• Collaborate with internal teams to ensure timely exchange of KYC documentation, processing of fundings, and resolution of related queries
• Track and update deal closing tasks in the internal digital workflow platform, and maintain complete closing documentation for circulation to stakeholders and retention in the document management system
• Coordinate with internal and external stakeholders on the timely review, execution, notarisation, exchange, and tracking of pre‑deal and investment documentation
• Manage the accurate processing and reconciliation of investment commitments, FCC requests, and audit findings
• Ensure daily and monthly deliverables are managed consistently across global time zones

Requirements

• 5+ years’ experience in Transaction Management or similar roles
• Degree essential
• Familiarity with the investment sector and general knowledge of private sector investing
• Awareness of private transaction documentation, company secretarial practices, and the nuances of PE transactions
• Experience with private credit settlements end‑to‑end is an advantage
• Appreciation of the commercial, regulatory environment for private sector transactions
• Excellent communication and organisational skills with the ability to handle multiple tasks and deals at any given time

Benefits

• + bonus
• + benefits