Legal and Transaction Officer

The individual will be responsible for servicing a portfolio of real estate and private equity funds and other structures. The individual will liaise with financial controllers and legal counsel at fund managers, third parties and other external advisors necessary to ensure smooth operation of the structure and to ensure that deadlines are met. 

Specific responsibilities include client on boarding, active involvement in transactions (e.g. fund closings, acquisition, disposals, capital calls, distributions etc.) preparation of board packs, coordination of board and shareholder/investor meetings, preparation of minutes, creating and updating statutory registers (e.g. directors, limited partner, and shareholder) and other transfer agency functions. The individual will be required to attend client board and other meetings.

The individual will work within a small client team, reporting on a daily basis to the relevant Langham Hall client manager. The candidate will be expected to interface at a senior level with clients in order to problem solve and proactively deliver our services.

The successful candidate will be involved in developing other members of the team to provide a quality client-focused service. The candidate will have an understanding of the Luxembourg legal, tax and regulatory regimes applicable to private equity and real estate funds and other structures.  

Key Responsibilities

• Act as first point of contact for the clients in relation to all corporate/ legal matters for varied portfolio of alternative investment funds and SPVs
• Responsible for training and development of junior team members in the team through training and coaching
• Maintain control over delegated work i.e. discuss timeframe and deadlines, agree on scheduled checkpoints at which you will review the project progress, make adjustments where necessary, allocate and take time to review all submitted
• Responsible for client on-boarding, bank account openings and incorporation of funds and SPVs
• Preparation and review of service level agreements, appointment/ resignations of directors and other corporate matters
• Able to interpret constitutional documents (e.g. articles, LPA) of a client structure and liaise with other service providers (lawyers, tax advisors) for any queries that may arise
• Responsibility for fund closings, including the holding of board meetings, collation of subscription agreements and KYC and communication with investors to confirm the closing has taken place.
• Review of legal documents in relation to acquisitions, disposals, restructuring transactions, liaising with client and third parties as necessary
• Actively provide client leadership by identifying situations requiring decisions for board and shareholders meetings (in particular transactions, execution of documents, approvals)
• Liaison with third parties and internally for company set up, liquidation, company secretarial and compliance issues
• Responsible for maintenance of accurate investor and company records (static data, shareholder/ partners registers), process all investor changes/transfers thereon and ensure any regulatory and statutory filings are completed in a timely manner
• Process and co-ordinate day to day fund operations, including capital calls and distributions
• Responsible for ensuring all documents and company records are organised and filed appropriately (both electrically and hard copies)

Skills Knowledge and Expertise

• University degree preferably in law, finance or business administration.
• 1-2 years’ experience in a similar position gained within a corporate services provider or law firm in Luxembourg.
• Self-starter, highly organised and able to work independently and part of a team.
• Able to multi-task and prioritise day to day work to meet client and business needs.
• Flexible, able to work under pressure and meet deadlines.
• Good knowledge of the AML and KYC requirements in Luxembourg.
• Excellent organisational skills and interpersonal skills for a high degree of client interaction and the promotion of client interaction within the business.
• Excellent communication skills in English, with French and/ or German an advantage (both written and oral).  

Benefits

Langham Hall takes the development of its employees very seriously and offers sponsorship of a professional qualification (e.g. ILA Cosec Pillar 1/ ICSA) as part of the package.