Key Responsibilities
- Own the end-to-end lifecycle of all investments related documentation - from obtaining and verifying documents through to closure, ensuring accuracy, completeness, and timely processing.
- Review Non-Disclosure Agreements (NDAs), Shareholders//' Agreements (SHA), Share Subscription Agreements (SSA), Private Placement Memorandums (PPMs), Contribution Agreements, and other investment-related documents to identify potential pitfalls, unfavorable clauses, or risks to the investor - and negotiate to ensure favorable terms.
- Maintain organized records and trackers of transaction documents, agreements, and their key terms and milestones.
- Coordinate with legal, compliance, finance, and investment teams to ensure documentation and processes move forward without bottlenecks.
- Manage post-investment matters - track compliances of portfolio companies and review their AGM/EGM notices and other filings. Ensure that the investor’s rights and obligations are tracked and actioned.
- Manage documentation for follow-on investments, secondary transactions, and exits.
- Monitor investment covenants and reporting obligations owed by portfolio companies, escalating breaches or delays as needed.
- Schedule and coordinate calls and meetings across internal and external stakeholders, ensuring timely follow-through on action items.
- Take full ownership of assigned processes end-to-end, proactively resolving issues rather than escalating routine matters.
- Support the team on ad hoc operational, documentation, and process-improvement tasks as they arise.
Qualifications & Experience
- Bachelor’s degree in Commerce or Business Administration or Law
- 8-10 years of experience in investment operations, fund operations, legal/compliance documentation, or a related function
Key Skills & Competencies
- Ability to comprehend legal and financial documents (SHA, SSA, and similar agreements) with an eye for risk and investor protection.
- High diligence and attention to detail; comfortable working with documentation-heavy, deadline-driven processes.
- Strong coordination and stakeholder management skills across internal departments and external parties.
- Excellent organizational skills, with the ability to manage multiple documents, timelines, and follow-ups in parallel.
- Strong written and verbal communication skills.
- High sense of ownership and accountability; able to work independently once given a mandate.
- Working knowledge of MS Office applications (Excel, Word, Outlook)
- Bachelor//'s degree required; a background in law or finance is preferred.
