We are a rapidly scaling, regulated fund services and technology (fintech) company. Our vision is to be the trusted hub of the private markets, allowing investors to authenticate once across all of their private equity investments. We deliver efficiently, accurately and on time through our web platform which we develop in-house.
We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit an experienced Legal Analyst – Fund Subscription to join our global team.
Position Overview:
The Legal Analyst is responsible for assisting in the roll out and operational delivery of two exciting new services aimed at the intersection between law and technology. The Legal Analyst will assist in all aspects of service delivery, service refinement, product development and client relationship management, thereby acquiring a niche FinTech skillset.
Responsibilities:
Process
Digitise paper questionnaires and contracts.
Map each questionnaire to a master questionnaire to maximise efficiency for investors and ensure accuracy for fund Counsel's review.
Manage Side Letter administration on behalf of our clients by extracting and categorising agreed clauses
Track and report on the completion status of investors within each fund using purpose-built dashboards
Ensure that all activity reflects a defined process and is undertaken within set parameters
Manage your queue in the client care service-desk within agreed processes and performance metrics while providing call trend analysis and pro-active suggestions for improvement
People
Manage client relationships (chiefly investment managers and law firms), identify service development areas and take responsibility to ensure they get delivered
Assist investors to complete their contracts and questionnaires online
Train clients, their law firms and investors to use the platform efficiently
Work closely with management to highlight any subscription and client care issues
Work closely with the KYC and FATCA/CRS team so that the investors progress seamlessly from one stage of onboarding to the next
Continuous Improvement and System
Work with the General Counsel and Senior Legal Analyst to refine operational procedures
Develop a deep understanding of the platform and client requirements to proactively suggest improvements in order to maximize efficiency and control risk
Work with the Business Analyst to translate ideas into system changes on our platform
Management
Manage a varied workload in an efficient manner to meet key client deliverables and deadlines
Support the measurement and reporting of performance using well considered indicators
Report effectively to management with a 'no surprises' approach
Requirements:
Bachelor's degree level qualification in law
Fluent spoken and written English
Ability to leverage technology for efficiency
Methodical with an organized and self-starting approach to work.
Experience in a professional services environment is advantageous but not essential
Willing to work in an allocated shift time
Being part of the #IDRTeam provides a collaborative and inclusive work culture that values innovation and diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We're not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.
We are a scaling business which is not for everyone. We are building as we go, and we believe we are creating something remarkable. If you are excited by the prospect of creating something great, while collaborating with people across the globe and being okay with feeling uncomfortable, then IDR is your next great decision.
Benefits:
Competitive compensation package
Comprehensive health benefits.
Hybrid working opportunities
Opportunities for professional growth and career advancement.
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