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Transaction Management Coordinator

Our client, a financial services company, is looking for a Temporary Transaction Management Coordinator to support their team in New York.

This is an ongoing temporary assignment starting asap, with the potential to extend.

Location: Midtown


Hours/Schedule: 9am – 5pm

*Hybrid Schedule (3 days onsite / 2 days remote)


Responsibilities:

Coordinate fundraising roadshows, investor meetings, and transaction logistics
Manage deal-related calendars for internal and external stakeholders
Coordinate travel, accommodations, catering, transportation, and meeting logistics
Track and reconcile deal expenses
Maintain CRM systems and document repositories
Attend transaction and deal team meetings
Support internal training sessions and launch events
Identify process improvements and operational efficiencies
Provide onsite support during investor events and roadshows when required


Qualifications:

Highly detail-oriented and proactive
Strong project management and coordination skills
Ability to manage multiple priorities in a fast-paced deal environment
Excellent communication and stakeholder management abilities
Experience with DealCloud, Salesforce, or similar CRM systems preferred
Alternative investments, private capital markets, or investment banking exposure strongly preferred


Please submit your resume for consideration.

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you have updated your LinkedIn profile and that you start collecting your references early.

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