Legal & Transactions Specialist

• 📅
• Oct 16, 2024 Post Date
• 📅
• LUX05173 Requisition #

Legal & Transactions Specialist

The successful candidate will have the opportunity to become an integral part of Schroder’s Capital Private Investment Execution Team. Schroders Capital is a specialized provider of private investment solutions enabling our clients to invest in select private market segments through primary, secondary, and direct/co-investments.

You will report to the Assistant Manager Private Investment Execution.

About Schroders

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.

The team

You will be part of Schroder Capital’s Private Investment Execution Team and the Schroders’ Legal team based in Jersey, Zurich and London. The team is part of the larger Schroder Group Compliance, Legal and Governance team.

What you’ll do

· Coordinate Investment Corporate Actions on behalf of our products, such as investment consents, proxies, resolutions

· Coordinate KYC, FATCA & CRS, US Tax requests

· Support with other matters such as subscriptions, transfers and investor and investment closings

· Coordinate ongoing investor and investment related requests and liaise with the various departments

· Maintain internal systems such as Efront (FIA)

· Lux Board governance & coordination

· Entity establishment and maintenance

· Investment & AML/KYC onboarding

The knowledge, experience and qualifications you need

· At least 3 year’s relevant experience with a fund administrator, asset management or trust company

· Relevant professional qualification (Diploma level preferred)

· Experience in the area of AML/KYC and related legal and tax aspects

· Good understanding of investments and its operational aspects, preferably private asset investments

· Proficiency in MS office (Word, Excel, Powerpoint)

What you’ll be like

· Good organizational and communication skills, team player and the ability to interact and liaise with various departments with conflicting deadlines

· Hands-on and flexible attitude to work

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics