Title: Analyst
Legal Transactions
Title: Analyst, Transaction team
Objectives of Role:
Liaising with the Legal & Compliance team, Finance departments and external Service Providers/Asset Managers. The Transaction team is the entry point for new projects and a crucial element in the processing chain.
It provides transactional support to investments of the client Real Estate Funds.
Reporting to: Team Manager/Lead Analyst – Legal & Compliance
The roles and responsibilities (including but are not limited to):
Support Disposal & acquisition team with the following administrative aspects:
• Take care of bank account openings, closings, mandate and signatory changes.
• Collect and upload bank statements for reporting purposes
• Documents upload to the SharePoint
• Prepare the proxies ahead of the board meetings
• Follow up on the drafting and review of the board minutes
• Co-ordinate signatures on proxies/board minutes documents
• Update the board minutes tracker
• Assist in the preparation and save documents on the company’s platform
• Assisting in the preparation of data rooms
• Collecting necessary e-signatures on documents
• Perform administrative tasks such as scanning, filing and archiving of all relevant documents
• Assist with the weekly/bi-weekly reporting’s.
• Handling incoming and outgoing mailings
• Ad-hoc requests
Education and Experience:
• BAC or equivalent
• First experience in a related financial/legal environment
• Good Knowledge of MS Office standard applications
• Fluent in English, any other language will be favourable (e.g. Spanish, German)
• Prior work experience in a similar position would be a great advantage.
Other Skills:
• Has a professional manner and a high energy level; exhibits a positive attitude towards the daily tasks and pays great attention to details
• Ability to handle multiple tasks simultaneously and prioritise situations and challenges appropriately.
• Ability to work independently.
• Excellent organizational and communication skills
• Ability to determine the importance and urgency and make clear decisions which are timely and in the best interests of the team.
• Manages stress well and uses it as a positive motivator.
• Excellent team-player
• Flexible according to business requirements
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Deliver
No | Performance Parameter | Measure |
1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |
Experience: 1-3 Years .
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