Pe Documentation

Overview

• Manage private equity and venture capital deal closings, ensuring alignment with strategic objectives.
• Collaborate with internal teams and external counterparts to streamline transaction processes.
• Provide operational support for process queries and application of policies across departments.
• Drive initiatives to harmonize workflows across international and internal silos.
• Work closely with teams in New York and provide coverage for corresponding strategies.
• Ensure compliance with regulatory requirements and manage documentation processes.
• Contribute to the development and implementation of business infrastructure plans.
• Leverage data and emerging technologies to provide actionable insights to investment teams.

Key Responsibilities & Duties

• Lead deal closings with stakeholders, including legal, tax, finance, and accounting teams.
• Project manage deal-related matters such as timelines, corporate actions, and document management.
• Act as the main contact for external parties, handling KYC/AML clearances and queries.
• Facilitate transaction document reviews and manage issues lists effectively.
• Drive departmental initiatives to streamline workflows across internal and international teams.
• Provide operational support for process queries and policy applications.
• Perform ad-hoc tasks as assigned by the Transaction Management Team.
• Collaborate with teams to ensure successful implementation of business infrastructural plans.

Job Requirements

• Bachelor of Science degree in a relevant field.
• 5-7 years of experience in investment documentation, structuring, and operations.
• Strong understanding of private equity, venture capital, and alternative investments.
• Familiarity with documentation practices, financial risks, and regulatory environments.
• Excellent communication, organizational, and interpersonal skills.
• Ability to work in a fast-paced, cross-functional, and multicultural environment.
• Self-starter with minimal oversight and strong problem-solving abilities.
• Knowledge of emerging technologies and data analytics in investment management.