Investment Operations / Paralegal London, England
Job description
We are looking for a Graduate with 3 to 5 years experience in either Investment Banking, Asset Servicing, Mergers & Acquisitions, Deal Execution or an Investment Paralegal to support the Asset servicing team of a Global Asset management business.
You will working with a talented team that leverages data and emerging technology to provide investment services and financial management on Private Equity, Real Estate, Infrastructure and Cross-Strategy investments, strategically and tactically.
The department oversee the development and implementation of business infrastructural plans and operating models needed to scale investments in the alternative asset classes globally.
Responsibilities include
Middle office support in investment documentation/ structuring and operations
Supporting deal structuring, due diligence and closing, financial operations across as well as tax structuring, corporate holding structures, valuations and financial reporting.
The department also oversees the Group’s revenues and expenditures.
The role of a Deal Closer is to work in-step with the investment teams to project manage the smooth and timely closings of investments within the private markets.
This involves clear and concise communication with various stakeholders.
The number of strategies covered by the Deal Closers, as well as the significant deal flow, requires extreme attention to detail and elite organizational skills.
A general understanding of private sector investments along with creative thinking and proper time-management is vital in terms of effectively dealing with the complex nature of the deals and short timelines.
Liaison with deal teams on timing of new investment approvals and closing requirements to operationalize
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 KYC / AML agents to receive and process equity transaction documents and funding on a timely basis.
Ensure accurate and timely funding information to external partners to facilitate closing
Collaboration with internal teams to ensure timely exchange of KYC documentation and funding for new investments, evidence of deal closings and resolution of any queries.
Upload complete records of closing documentation to the document management system.
Opportunistic ad-hoc tasks as assigned by the Deal Closer Team
Advantageous to have:
General familiarity of the investment sector and general knowledge of private sector investing
Awareness documentation of private transactions, company secretarial practices and the nuances of PE transactions
Appreciation of the commercial, governance, legality of deal documents and regulatory environment for private sector transactions.
