Instruct and coordinate the tax and legal review of third-party asset manager fund documentation as well as other investment-related contracts, including but not limited to, client investor side letters and investment management agreements
Understand the commercial and legal requirements of our clients and in-house funds with a view to assist in identifying issues in legal reviews prepared by our external lawyers, that are not market standard and/or would otherwise prevent such clients and/or in-house funds from investing in a third-party managed fund
Adhere to our Excellence principles to ensure that any work undertaken is completed in a manner that adds value of the highest quality to our clients
Learn about the wider investment consulting business and provide specialist recommendations and guidance to the client consulting teams and portfolio management teams regarding the legal review coordination process
Clearly and confidently communicate with colleagues and external parties at all professional levels
Assist with due diligence queries from third-party managers and/or their administrators and coordinate the resolution of ad hoc legal and/or tax queries
Other key areas of responsibility could include:
Providing subject matter expertise necessary to lead on projects
Maintaining and utilising internal databases
Managing relationships with key stakeholders both within the wider Operations team and the Investments business as a whole and with external service providers
Applying previous experience to improve existing, and develop new and efficient, processes
The Requirements
A minimum of 1-3 years of successful investment industry experience
Exceptional organizational skills with the ability to monitor and manage multiple tasks often within short timeframes. Project management experience is an asset.
Some knowledge or background of legal or para-legal experience is an advantage
A keen eye and attention to detail.
Knowledge/experience of investment manager agreements and fund subscription documents.
Expectation of being able to act proactively and independently.
Strong oral and written communication skills. English is required.
Ability to build strong networks internally and to collaborate effectively on cross-functional teams.
Natural ease and effectiveness when dealing with clients/colleagues at all levels.
Undergraduate degree with a quantitative emphasis such as majors in Business, Math, Finance, Science, Engineering, or equivalent experience with professional certifications
A proven interest in finance and investments, demonstrating a curiosity to continue to learn and grow as the industry changes. An understanding of institutional clients is an asset.
You align with WTW values of Client Focus, Teamwork, Integrity and Excellence. We value inclusivity, respect, and diversity.
