Associate, Transaction Management

Overview

Transaction Management Associate based in India, providing administrative and operational support to the UK and US Transaction Management teams across real estate debt transactions, from onboarding and due diligence through closing and post-closing handoff.

What you'll do

• Partner with the UK and US Transaction Management teams to support transactions from initiation through funding and closing.
• Set up new transactions in deal management systems and trackers, ensuring deal information, key dates and data are entered accurately.
• Maintain transaction trackers and closing checklists so that deliverables, deadlines, and open items remain current.
• Support the internal deal approval process by preparing and tracking deliverables from initiation through approval.
• Support the UK and US Transaction Management teams throughout the closing/funding process, including updating checklists, coordinating documentation and collating signed documents, and assembling closing packages.
• Proactively identify and escalate missing items, inconsistencies, or potential delays to support efficient transaction execution.
• Track the status of due diligence reports and deliverables against the transaction timetable and provide updates on outstanding items.
• Maintain organized due diligence files and supporting documentation within the appropriate data room and folder structures.
• Collect and organize KYC/AML documentation for review by the relevant teams.
• Extract and summarize key information from due diligence reports into standardized templates for the team's review.
• Proactively identify outstanding due diligence items, missing documentation, or potential timing issues and escalate to UK and US Transaction Management teams for follow-up.
• Provide day-to-day administrative and coordination support to the UK and US Transaction Management teams across multiple active transactions.
• Work with internal operations, finance, compliance and servicing colleagues to gather the information and documents the team needs to advance transactions.
• Schedule internal meetings, prepare meeting notes, and circulate and track action items.
• Assist with responding to internal requests for transaction information, status updates, and supporting documentation.
• Prepare regular transaction status updates and pipeline reports for the team.
• Maintain accurate and complete transaction data across deal management systems, trackers, and data rooms, with clear version control.
• Perform completeness checks on transaction and closing documents before they go for review.
• Track post-closing deliverables and support preparation of handoff materials for Portfolio Management and Asset Management teams.
• Maintain standardized trackers, templates and checklists.
• Suggest process improvements to administrative processes and ways of working.
• Maintain process notes and how-to guides for recurring tasks.
• Support the rollout of new templates, tools and processes across the Transaction Management teams.

What you'll need

• MBA in Finance or bachelor's degree in Finance, Accounting, Business Administration, Economics, Real Estate, Law or a related field.
• 3 to 6 years of experience in transaction support, transaction or loan administration, lending operations, real estate, private credit, banking, investment management or a related financial services role.
• Understanding of the real estate transaction lifecycle and the documentation involved at each stage.
• Strong understanding of financial analysis concepts, including, but not limited to, rates of return, cash flows, net present value and realization.
• Ability to interpret, analyze, and comprehend the results of the various financial models.
• Experience supporting transaction teams with tracking, documentation and closing administration.
• Ability to read transaction documents, such as term sheets, loan agreements and closing checklists, and pick out key dates, deliverables and data.
• Familiarity with KYC/AML documentation requirements.
• Strong attention to detail, with the ability to maintain accurate records and ensure data integrity across systems and trackers.
• Advanced proficiency in Microsoft Excel, Word and PowerPoint, and comfort working in deal management, document management and workflow systems.
• Clear verbal and written communication skills, and the ability to work effectively with colleagues across time zones.
• Ability to manage multiple tasks and deadlines across several live transactions in a fast-paced environment.
• Ability to work independently while contributing to a collaborative, team-oriented environment.

Nice to have

• Exposure to commercial real estate lending or equity transactions.
• Experience using deal management platforms and virtual data rooms.
• Experience supporting teams in the UK, Europe or the US across time zones.
• Familiarity with the main types of due diligence report, such as legal, tax, technical and insurance.
• Knowledge of sanctions screening and compliance processes.
• Experience supporting process-improvement or documentation projects.