Jefferies · 1 day ago
Legal Transfer/Private Equity Support
Jersey City, NJ
Full-time
Onsite
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expJefferies is a leading global investment banking and capital markets firm, and they are seeking an Associate for their Legal Transfer / Private Equity Support function. This role involves operational support for Private Equity Transactions, managing documentation, trade settlements, and ensuring compliance with regulatory requirements.
BankingFinancial ServicesWealth Management
Responsibilities
Legal Transfer Execution
Lead end-to-end execution of transfer/assignment/novation processes for PE-backed transactions, including diligence, and closing documentation
Coordinate LP transfer approvals, compliance checks, and consent mechanics with sponsors, counsel, and fund administrators
Documentation & Governance
Review and manage closing sets (assignments, joinders, notices) ensuring consistency with agreements, commitment papers
Administer standard forms/playbooks and escalation protocols; maintain accurate records and audit trails in relevant systems
Partner with Legal, Compliance, Risk and Private Equity Closers to align documentation and processes with firm policies and regulatory expectations
Stakeholder & Process Management
Serve as the operational point-of-contact for PE Closers, Middle Offices and Transfer Agents on transfer mechanics, timelines, and deliverables
Coordinate cross-functional workflows with Capital Markets, Operations, Middle Office, Finance, and Syndicate for smooth execution
Coordinate client trade settlement and client trade payments
Drive continuous improvement: identify bottlenecks, optimize SLAs, and implement tooling/templates to reduce cycle time and errors
Risk, Controls & Regulatory Adherence
Ensure adherence to sanctions, suitability, and conflicts management rules; own escalations and exception handling
Support internal audits and regulatory inquiries with complete, timely documentation and process narratives
Monitor relevant regulatory developments (e.g., SEC/FINRA, agency/syndicated loan market practices) to keep procedures current
Data, Reporting & Analytics
Track pipeline of transfers, cycle times, exceptions, and SLA performance; produce weekly/monthly dashboards and management reporting
Maintain data integrity across systems (deal trackers, document management) and lead remediation when gaps are identified
Qualification
Required
5–8 years in legal/transaction support within private equity, fund administration, or a comparable financial services environment
Strong familiarity with assignment/novation agreements, Private Security Agreements, and sponsor documentation mechanics
Working knowledge of sanctions screening, beneficial ownership, suitability, conflicts, and information barrier protocols
Proven ability to run complex, multi-party workflows with tight deadlines and high accuracy; experience with playbooks and control frameworks
Exceptional written and verbal communication; comfortable negotiating process terms and clarifying legal/operational requirements with senior stakeholders
Proficiency with Microsoft 365 (Excel/SharePoint/Teams), document management systems, and workflow tooling
Preferred
Experience with DTCC Platforms and Broadridge Operating systems a plus
Benefits
Annual discretionary incentive and retention bonus
Competitive employee benefits, including: medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages that include planned time off (e.g., vacation)
Unplanned time off (e.g., sick leave)
Paid holidays
Paid parental leave
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
5001-10000 employees
H1B Sponsorship
Jefferies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Shekhar Asnani
Vice President Investment Banking
Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
Recent News
2026-01-08
2026-01-07
2026-01-05
Company data provided by crunchbase