Junior Analyst | Investment Structuring

Boutique investment manager

  • Location : London 
  • Salary : £45,000 
  • Nearest Station : Moorgate 
  • Application Closing Date : 2 July 2022 
  • Placement : Graduate Job ( permanent ) 
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    • London  
    • £45,000 
    • Moorgate 
    • 2 July 2022 
    • Graduate Job ( permanent ) 

    Job Description

    Our client is an international investor in private equity, infrastructure & real assets and debt that invests on behalf of over 680 institutional investors, including public and private pension plans, insurance companies, endowments and foundations.
    Their investment strategies include primary fund programs, secondaries, co-investments, infrastructure, real assets, real estate, private debt and customized programs. They also manage and advise an investment company listed on the London Stock Exchange.
    Employing over 383 staff, including a global investment team of 113 investment professionals, they are headquartered in London with further offices in San Francisco, Hong Kong, Bogotá, Seoul, Tokyo, New York, Dublin and Berlin.
    About the role:
    The Junior Analyst will be an integral member of th Investment Structuring Team. The team is responsible for the closing of all investments across the platform including primary fund investments, secondary transactions, and co-investments across Private Equity, infrastructure/real assets investments and credit. The successful applicant will coordinate junior aspects of the execution of transactions including AML/KYC, SPV set up, Closing notices, Corporate Actions, and NDAs, etc. The Junior Analyst will work closely with the investment, operations and legal/compliance teams to ensure that processes are followed and executed in a timely and accurate manner.
    It is expected that this position will be attractive to a candidate with a legal background who is interested in working in a more commercial role with a wider interest in investment and business development.
    ✍️ Key responsibilities:
    • Supporting transaction completion with a focus on primary fund investments
    • Completing NDAs
    • AML/KYC checks
    • Setting up SPVs
    • Coordinating relevant approvals and signatures
    • Completing legal checklists required for investment completion and investment restriction checks
    • Completing closing notices and coordinating with the operations and finance teams on money transfers
    • Assisting with fund sales execution
    • Maintaining and ensuring accuracy of CRM database
    Ensuring that:
    • all relevant approvals have been received, legal and AML checklists have been signed off and investment restriction checks have been completed;
    • closing notices are completed accurately and on time;
    • operations and finance teams are notified of all relevant information in an accurate and timely manner;
    • money transfers are completed accurately; and
    • requirements and investment restrictions for all clients are met.
    • Working alongside operations, treasury, finance, tax, legal and other back-office functions to continually improve the firm's investment processes.
    ✔️ Requirements: 
    • Provide a high degree of accuracy in work completed
    • Ability to work well in a team
    • High level of professionalism, confidentiality, discretion and judgement
    • Excellent communication skills, both written and verbal
    • PC literacy, including working knowledge of Microsoft applications such as Excel, Word and PowerPoint
    • Ability to manage and prioritise workloads effectively and efficiently
    • Ability to work to tight deadlines/under pressure.
    • Prior experience of working in a legal/compliance and/or transaction execution role would be beneficial however, not essential.
    • Ability to work across jurisdictions and time-zones with different cultures and negotiating styles.
    • A high degree of attention to detail and accuracy in work completed.
    • Highly organised with strong project management skills and exceptional responsiveness.
    • Ability to manage multiple workstreams and transactions at once.
    • A-Level (or Equivalent): A-B grades required at A-level, or their equivalent.
    • Bachelor's degree: Degree required preferably in finance, commerce, legal, law or business related.
    • Post graduate experience: Masters or post graduate legal qualification, or legal training / prior work experience in a law firm would be preferred, but not required.
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