Private Equity Investor Services

Overview

• Contribute to investment and deal execution activities within private markets, collaborating with internal and external stakeholders to ensure seamless transaction processes.
• Support strategic investment initiatives by providing financial advisory and due diligence for private equity, debt, credit, and real asset transactions.
• Develop scalable business infrastructure and operating models for global alternative investments using data and technology.
• Engage with cross-functional teams to ensure compliance, operational efficiency, and successful deal closings.
• Participate in transformation programs and global initiatives to enhance deal management and operational processes.
• Work in a dynamic hybrid environment with opportunities for professional growth and collaboration.

Key Responsibilities & Duties

• Serve as the primary contact for deal execution, coordinating with internal teams and external advisors.
• Conduct financial due diligence and provide transaction support for private asset classes.
• Oversee the operational and financial feasibility of investment structures and manage onboarding/offboarding portfolios.
• Collaborate with finance, tax, legal, compliance, and service providers to ensure regulatory adherence.
• Implement efficient operating models and identify workflow gaps to improve processes.
• Support transformation programs aimed at scaling deal management and reducing risks.
• Ensure timely execution and closing of private market deals, including managing bank funding requirements.

Job Requirements

• Bachelor’s degree in accounting, finance, business, or related field; professional accounting qualification preferred.
• Minimum of 4 years of experience in deal advisory and transaction management; 7 years preferred.
• Strong understanding of private investment deal closing mechanics, structuring, and documentation.
• Analytical mindset with excellent problem-solving and organizational skills.
• Collaborative and proactive approach to stakeholder management and operational improvements.
• Ability to thrive in fast-paced, cross-functional, multinational environments.
• Experience with implementing scalable business models and leveraging technology for process optimization.