AVP, Transaction Management, Private Equity 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
AVP, Transaction Management, Private Equity 22929 employer: Aldrich & Co.
Aldrich & Co. is an exceptional employer that fosters a vibrant work culture in the heart of central London, offering employees the chance to engage with high-profile clients and lead innovative communication strategies. With a strong emphasis on professional development, team mentorship, and collaboration, we provide our staff with the tools and opportunities to grow their careers while making a meaningful impact in the industry.
