Transaction Support Associate- Fund in Midtown

Our client, a Global Investment Fund, is looking to add a Transaction Management Associate to the team. This person will provide documentation/deal support for the investment/deal team.

They are running a hybrid model (4 days in office) schedule. The office is located in Midtown.

Responsibilities:

  • Drive transaction execution, deal compliance, resolutions, and executive approvals.
  • Support Investment/Deal Team; working with Finance, Tax, and Legal to close deals.
  • Analyze transaction equity documents and direct finance funding
  • Lead and handle inquires from internal and external team
  • Manage transactions and deal pipeline
  • Enhance and automate key operational processes
  • Manage the flow of information via the centralized inbox for fund and client investment communication
  • Be a go-to resource for all process queries
  • Ensure timely exchange of KYC documentation and funding for new investments
  • Be the main middle office point of contact for external counterparties
  • Collect, record, update and reconcile quantitative and qualitative investment data
  • Work with deal teams on timing of new investment approvals and closing requirements to operationalize
  • Ensure accurate and timely funding information to external partners to facilitate deal closing

Requirements:

  • Excellent communication and organizational skills
  • 2-5 years’ experience middle office support in fund administration, operations, and/or, process management

Transaction Support Associate- Fund in Midtown

 

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