Coda Search│Staffing | Transaction Manager
7 days ago
Our client, a Global Investment Fund (with an Int'l HQ), is looking to add a Transaction Management Associate to the team. This person will provide documentation support for the investment/deal team.
They are running a hybrid model (4 days in office) schedule. The office is located in Midtown.
Responsibilities:
- 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
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