Senior Transaction Manager, Private Equity (4/1) 22929

Aldrich Co; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Aldrich Co in London is seeking a Senior Transaction Manager for Private Equity with 5+ years in transaction management and investment services. You will project-manage the closing of investments across PE strategies, coordinating with Legal, Custodians, and KYC/AML teams.

You will enhance operational processes, manage deal closing tasks across global time zones, and ensure timely exchange of documentation.

Qualifications

• 5+ years’ experience in Transaction Management or similar roles.
• 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.

Responsibilities

• 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

Skills

Transaction Management

Investment knowledge

Communication

Organisation

KYC/AML awareness

Job description

Senior Transaction Manager, Private Equity (4/1) 22929

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:

• 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
• 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