Associate

About the Role

As a Junior Associate role on the US Corporate Services team (US CoServ) within the Private Markets platform, aligned to Private Markets Corporate Services, you will support the day-to-day administration and governance coordination for a portfolio of U.S. entities. You will support the US CoServ VP on the day-to-day lead for priorities, guidance, and escalation. You will also coordinate in a supportive capacity with the broader global CoServ team based in Europe and Asia to ensure consistent execution and information flow across the platform. You will coordinate deliverables and track execution with external corporate secretarial service providers (including CT and Deloitte) under VP direction, focusing on controls, tracking, and timely follow-through.

Key Responsibilities

• Provide Board and governance cadence support, including proactive calendar planning and meeting logistics for Boards and other governance forums.
• Manage end-to-end agenda and materials coordination, ensuring timely collection, review readiness, and distribution to stakeholders.
• Track action items, follow-ups, and decisions; route minutes, approvals, and related documentation for internal processing as directed.
• Maintain entity compliance calendars, statutory deadline trackers, and filing obligations to ensure coverage across all required activities.
• Monitor upcoming deadlines, confirm evidence of completion, and escalate at-risk items and exceptions to the VP.
• Provide entity lifecycle support, including incorporations, liquidations, and routine entity updates using checklists and documented handoffs.
• Coordinate across internal stakeholders, vendors, registered agent partners, and external counsel (when engaged) to drive timely execution.
• Maintain and update internal entity databases, registers, and controlled documentation repositories to support accuracy, consistency, and audit readiness.
• Support periodic reporting by compiling inputs, reconciling discrepancies, and documenting assumptions for VP review.
• Coordinate vendor workstreams (CT and Deloitte), including intake, status tracking, deliverable follow-up, and completeness/quality checks; escalate delays and issues to the VP.
• Gather, organize, and quality-check corporate documentation for due diligence, audits, and stakeholder requests; document procedures and support ad hoc/process-improvement projects as directed.

Requirements & Tech Stack

• Bachelor's degree in Business, Finance, Management, or a related field.
• Up to 4 years of relevant experience in corporate secretarial support, entity management, governance operations, paralegal/legal operations, fiduciary administration, or data coordination roles.
• Strong organizational skills and disciplined deadline management, with meticulous attention to detail and data accuracy.
• Clear, concise, professional written and verbal communication skills.
• Proven ability to manage multiple tasks in a fast-paced environment and exercise sound judgment in escalation.
• High degree of discretion and ability to handle confidential information appropriately.
• Proficiency in Microsoft Office and comfort learning internal systems, tools, and workflows.
• Strong execution, ownership, and follow-through in a vendor-enabled operating model.
• Meticulous document management practices and controlled recordkeeping discipline to support audit readiness.
• Data integrity mindset, including consistency checks, reconciliation of discrepancies, and maintaining reliable trackers/databases.
• Effective stakeholder coordination and collaboration across internal partners and external service providers, with openness to feedback and continuous improvement.

Preferred Qualifications

• JD preferred as a signal of governance and legal fluency and strong communication capability, without being an attorney role; paralegal certificate or similar governance credential is a plus.
• Experience supporting corporate records management, entity lifecycle activities, and compliance calendar maintenance.
• Familiarity with investment fund structures and Private Equity / Real Estate concepts.
• Exposure to regulatory frameworks such as Reg Y, Reg W, or the Volcker Rule is helpful but not required.