Analyst, Transaction Services
Core
Execute secondary transactions for venture-backed, pre-IPO companies by managing the process from handshake to closing and supporting investors, sellers, and issuers.
Role type
Junior Transaction Services Analyst
Builds
Secondary market transactions for private companies
Domain
Private Equity / Venture Capital / Secondary Markets
Deliverable
client delivery
Required skills
transaction execution, document compilation, stakeholder liaison, compliance support (KYC/AML), financial settlement, process improvement
Preferred skills
M&A transaction experience, capital markets experience, Private Equity or Venture Capital fund investment experience
Responsibilities
Manage transaction services initiatives and processes; maintain communication templates; support investor relations, audit, tax, and accounting; compile documents and signature packages for closings; liaise with stakeholders to execute complex transactions; troubleshoot issues; track information in internal systems; support compliance objectives; ensure revenue pipeline integrity; support product team development.
Seniority
Junior, 0-4 years experience