Analyst / Associate, Transaction Management, Private Equity

Aldrich & Co.; United Kingdom; On-site; GBP 65,000 - 86,000; Full time

Job summary

A leading global Investment Manager is seeking an exceptional individual to support loan closing processes. The ideal candidate has 2-3 years' experience in investment documentation, excellent organizational skills, and a strong understanding of legal documentation. This role offers a salary range of £65,000 - £86,000 plus benefits.

Benefits

Benefits

Qualifications

• 2-3 years' experience in middle to front office support.
• Familiarity with investment documentation and structuring.
• Understanding of loan transactions and execution factors.

Responsibilities

• Support deal closing and loan closing processes.
• Collaborate with internal teams for KYC documentation.
• Maintain records of closing documentation.

Skills

Attention to detail

Organizational skills

Time-management skills

Communication skills

Education

Degree

Job description

Overview

Salary: £65,000 - £86,000

Are you an intellectually curious, dynamic and analytical graduate with 2-3 years' experience 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

Benefits: + benefits