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Aldrich & Co.

Associate, Transaction Management, Private Equity

Aldrich & Co., Boston, Massachusetts, us, 02298


Are you an intellectually curious, dynamic and analytical graduate with 3-5 years’ Private Equity experience?Are you a strong 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 manage the smooth and timely closing of Private Equity investments.You will need a good understanding of legal documentation and knowledge of the alternative investment sector.Role:Go-to resource for all process queries or application of processes /policiesBe the main middle office point of contact for external counterparties such as counsels, custodians and admin agents for all, KYC / AML clearances and query resolutionCollaboration with internal teams to ensure timely exchange of KYC documentation and funding for new investments, evidence of deal closings and resolution of any related queriesUpload complete records of closing documentation to the document management systemMaintenance of correct contacts lists for all investmentsAssist with notarisation of documents and procuring signatures as requiredAssist with departmental data collection initiativesOpportunistic ad-hoc tasks as assigned by the Transaction Management TeamRequirements:3 – 5 years’ experience middle office support in investment documentation/ structuring and operationsDegree essentialFamiliarity of the investment sector and general knowledge of private sector investingAwareness of documentation of private transactions, company secretarial practices and the nuances of PE transactionsAppreciation of the commercial, regulatory environment for private sector transactionsExcellent communication and organizational skills with the ability to handle multiple tasks and deals at any given time

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