With over 20 years of experience, this investment management organization has partnered with more than 300 enterprises, empowering exceptional entrepreneurs and fostering leadership that drives impactful and enduring businesses. Specializing in private equity, venture capital, and search funds, it provides support in areas such as minority investments, business growth, and strategic buyouts. Established in 2003, the company is dedicated to creating transformative change and sustainable business success.
Key Responsibilities:
• Assist in fund formation and fund raise process, including:
• Investor subscription document gathering and review
• OFAC/KYC/AML checks
• Regulatory filings
• LPAC formation and documentation
• Tracking progress and ensuring all necessary documents have been drafted, signed, and filed
• Assist with investor transfers and consents
• Assist with various documents related to company deal flow (acquisitions,
investments, dispositions, board membership)
• Assist in drafting internal memos
• Assist with subpoena responses
• Assist with third party service provider diligence and documentation
• Data room implementation and management
• Internal recordkeeping/tracking
Requirements
- Minimum of 3 years, preferably in financial services, private equity, or fund industries.
- Role Focus: Transactional tasks such as following up on agreements and requests; occasional summarization of reviewed documents.
- Knowledge and Training: Familiarity with OFAC/KYC/AML checks is not required but is advantageous; candidates can be trained for these processes.
- Specializations: Experience in private equity and venture capital acquisitions or investments.
- Tools: Proficiency in Microsoft Office Suite and Adobe tools.
- Interaction: Limited engagement with senior leadership or investors; primarily transactional responsibilities.
Location: Remote
Employment: Full-time Employment
Client Direct Hiring
While Training: 11PM - 8AM
Training Completed: 5AM - 2PM