Transaction Associate - PJT Park Hill (Private Capital Solutions)
Core
Supporting the closing process for complex secondary transactions involving the sale of private fund portfolios.
Role type
Transaction Execution Associate/Analyst (Secondary Advisory)
Builds
Transaction closing workflows and client pitch materials for private capital solutions.
Domain
Private Capital / Secondary Advisory / Investment Banking
Deliverable
client delivery
Required skills
transaction document review, transaction tracking, KYC/AML submission management, NDA and engagement letter review, client communication, diligence coordination
Preferred skills
experience in investment funds, experience in secondary transactions, law or finance background
Technologies
transaction trackers, workflow standardization tools
Responsibilities
Coordinate with transaction counsels to manage the secondary transaction closing process, produce and update transaction trackers for milestone tracking, track key dates and terms (ROFO notices, invoices, escrow status), provide regular updates to clients and the deal team, interact with potential buyers during diligence, assist in reviewing and negotiating transaction documents, present transaction management capabilities in client pitches
Seniority
Associate/Analyst, execution-focused