Transaction Support Specialist

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading financial services firm in New York is searching for a Transaction Support Specialist. The successful candidate will assist various teams with transaction execution, documentation, and compliance. Responsibilities include monitoring workflows, preparing reports, and collaborating with stakeholders. Candidates should possess a bachelor's degree and strong organizational skills. Ideal applicants have proficiency in Excel and a keen interest in investment operations. This position comes with an annual compensation ranging from $140,000 to $185,000.

Qualifications

• Strong understanding of investment transactions and operational workflows.
• Experience or coursework in transaction support or fund operations preferred.
• Ability to work in fast-paced environments.

Responsibilities

• Support the execution of investment transactions.
• Prepare and maintain transaction documentation.
• Coordinate with internal teams and service providers.
• Monitor transaction timelines and deliverables.
• Assist with post-closing reconciliations and reporting.

Skills

Attention to detail

Organizational skills

Clear written communication

Verbal communication skills

Proficiency in Excel

Education

Bachelor's degree in Finance, Economics, Accounting, Business, or a related field

Tools

SQL

Databases

Workflow management tools

Job description

Transaction Support Specialist
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Transaction Support Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in transaction operations, investment execution support, and deal management.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, venture capital, real assets, credit), and transaction volume.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

The Transaction Support Specialist assists investment and operations teams by managing the end-to-end execution of transactions, ensuring accuracy, compliance, and timely completion. The role involves monitoring transaction workflows, preparing documentation, coordinating with internal and external stakeholders, and supporting investment execution and operational processes.

This position requires close collaboration with deal teams, legal, finance, and portfolio management teams.

Key Responsibilities

Support the execution and closing of investment transactions, including private equity, venture capital, and credit deals

Prepare, review, and maintain transaction documentation, contracts, and regulatory filings

Coordinate with internal teams, counterparties, and service providers to ensure timely and accurate transaction processing

Monitor transaction timelines, milestones, and deliverables to identify potential bottlenecks or risks

Assist with post-closing processes, including reconciliations, fund allocations, and reporting

Maintain transaction databases, dashboards, and tracking tools to provide transparency and operational insights

Ensure compliance with internal policies, fund guidelines, and regulatory requirements

Prepare daily, weekly, and ad-hoc transaction and status reports for senior management

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field

Strong understanding of investment transactions, deal structures, and operational workflows

Experience or coursework in transaction support, fund operations, or investment execution (preferred but not required)

Excellent attention to detail and organizational skills

Proficiency in Excel; familiarity with databases, SQL, or workflow management tools is a plus

Ability to work effectively in fast-paced, deadline-driven environments

Clear written and verbal communication skills

Interest in investment operations, transaction management, and process optimization

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to investment and operations teams

Interview preparation for transaction support, operations, and investment execution roles

To learn more or express interest in transaction support and investment operations roles, visit:
https://www.careerlaunch.ai/