Demo

Private Investment Deal Management

Rockwood Search
York, NY Full Time
POSTED ON 6/3/2026
AVAILABLE BEFORE 7/2/2026

In this role you will oversee all activities supporting the firms Private Equity and Venture Capital deals from pre-close to post close.


***this is not an investment role**


*

Responsibilities

  • Administer and navigate concurrent deal closings and deal volume across multiple asset classes while working with various stakeholders
  • Partner with investment, finance, tax, and legal teams to execute efficient and timely deal closings
  • Act as point of contact with external and internal counterparties such as counsels, custodians and admin agents, and process deal execution relating to internal compliance, KYC, structures and board resolutions, regulatory approvals, documentations’ signatories, and internal authorizations, and etc.
  • Ensure accurate and timely exchange of documentations and funding for new investments, and resolution of any internal queries
  • Be the go-to resource for Investment team’s investment process, administrative procedures, and compliance policies queries, including advisory on approval processes and deal closing requirements and timelines
  • Work closely with the Transaction Management team to conceptualize and drive the successful execution of the transaction management platform across the regions
  • Identify gaps in current workflow and take a proactive approach (technology enabled solution where makes sense) to drive operational front-mid-back process improvements and efficiencies, and reduce operational risks


Qualification

  • 4 – 12 years’ middle office support experience in investment documentation / structuring and operations, preferably with a top investment / asset management firm
  • Knowledge of private sector investing and deal execution experience in the private equity and/or infrastructure industries preferred
  • Good understanding and awareness of private investments’ documentations and the nuances of transactions are advantageous
  • Detailed oriented analytical thinker, with creative problem-solving capabilities to effectively manage complex situations in a timely manner


Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and “Private Investment Middle Office” in the subject line and attach your resume as a word or PDF document. Also include contact information, salary requirements and any applicable information in the body of the email.

Salary.com Estimation for Private Investment Deal Management in York, NY
$89,155 to $117,852
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