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Description

We are working with an investment management firm in the Twin Cities for a Transaction Management Associate/Senior Associate. In this role you will facilitate the transaction processes and ensure regulatory compliance. This role involves entity formation, governance documentation, and deal management throughout the transaction lifecycle. The successful candidate will collaborate closely with internal teams and external legal counsel to support investment deals and regulatory procedures.

Key Responsibilities

• Manage transaction documentation throughout the transaction process, working closely with internal and external counsel and other stakeholders.

• Support the fund formation process, including KYC procedures.

• Maintain and update structure charts, governance documents, and entity records for investment entities.

• Oversee governance-related activities

• Coordinate counterparty KYC inquiries, AML (Anti-Money Laundering) compliance, and assist with regulatory filings.

• Organize and manage transaction and fund documentation

• Provide support on post-closing matters

Qualifications

• Bachelor’s degree required.

• Minimum 2 years of related experience, ideally with a focus on business operations, contracts, or compliance.

• Fundamental knowledge of corporate governance and entity management.

• Strong attention to detail with advanced organizational and multitasking abilities.

• Excellent written and verbal communication skills to work across teams effectively.

• Problem-solving skills, intellectual curiosity, and a proactive approach.

• Self-driven, motivated professional capable of adapting to dynamic, fast-paced environments.

This position is ideal for individuals who possess a detail-oriented mindset, a strong interest in governance and transaction management, and the ability to execute tasks efficiently.

Ready to apply? Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click the application link to take the next step!

Requirements • Bachelor’s degree in a relevant field.

• At least 2 years of experience in business, contracts, or a related area such as accounting, audit, or operations.

• Familiarity with corporate governance structures and processes.

• Strong attention to detail with a proactive approach to problem-solving.

• Ability to thrive in a fast-paced environment while managing multiple priorities.

• Excellent written and verbal communication skills.

• Motivated self-starter with a commitment to execution and follow-through.

• Demonstrated adaptability and capacity to meet deadlines in a dynamic setting.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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