Canadian business immigration lawyer advising EY clients on work permits, visas, and permanent residence. Managing high - volume applications and cross - border employee mobility.
About the role
- Legal Operations and Transactions Manager supporting investment transaction processes across various private investments at Sagard. Playing a key role in advancing legal operations and technology implementation.
Responsibilities
- Coordinate and support transaction closing processes across venture capital, private equity, private credit, and fund-level transactions, including equity financings, debt investments, restructurings, secondary transactions, co-investments, redemptions, and exits.
- Prepare, organize, and distribute transaction documentation, signature packages, execution versions, and closing binders.
- Maintain and track transaction checklists, conditions precedent, closing deliverables, and post-closing obligations.
- Coordinate execution logistics among investment teams, internal legal counsel, external law firms, portfolio companies, counterparties, tax advisors, compliance teams, fund administrators, and other service providers.
- Review, format, and manage ancillary legal documentation, including NDAs, board resolutions, officer and incumbency certificates, consent resolutions, subscription documents, and side letters.
- Support transaction due diligence processes by organizing legal documentation, maintaining virtual data rooms, coordinating information requests, and leveraging AI-assisted due diligence and document review tools to accelerate analysis and improve accuracy.
- Assist with fund formation, financing arrangements, and corporate restructuring initiatives, including supporting the preparation, negotiation, and management of fund documentation such as limited partnership agreements, subscription documents, side letters, and investor onboarding materials.
- Support M&A and strategic transaction activity, including coordinating deal workflows, managing signing and closing mechanics, tracking deal-related deliverables and milestones, and assisting with post-closing integration tasks and purchase price adjustment processes.
- Support entity management and corporate governance activities across Sagard entities and portfolio investments, including corporate records, governance databases, cap tables, and legal documentation systems.
- Assist with regulatory, compliance, KYC, BOI, AML, and corporate information requests across multiple jurisdictions.
- Help develop, document, and improve legal operations workflows, transaction management processes, and document management practices, including identifying and implementing process improvements, automation opportunities, and technology solutions.
- Evaluate, implement, and optimize legal technology platforms to enhance the legal team's efficiency and strategic capabilities.
- Track key deadlines, filing obligations, action items, and follow-ups across multiple concurrent projects and transactions, and manage confidential correspondence with professionalism and discretion.
Requirements
- 10+ years of experience in a law firm, investment firm, or in-house legal department, preferably within private equity, venture capital, asset management, or corporate law.
- Demonstrated experience with corporate transactions, legal documentation, governance processes, and transaction closing coordination; experience supporting complex transactions in venture capital, private credit, private equity, M&A, fund formation, or alternative investments environments is strongly preferred.
- Excellent organizational, project management, and prioritization skills with the ability to manage multiple deadlines simultaneously.
- Proven ability to lead legal operations initiatives.
- Strong attention to detail and commitment to accuracy and confidentiality.
- Excellent written and verbal communication skills with the ability to interact professionally with senior stakeholders and external advisors.
- Highly proactive, resourceful, and capable of working independently in a fast-paced environment.
- Advanced proficiency in Microsoft Office and document management systems; familiarity with Carta, DocuSign, or similar platforms is considered an asset.
- Demonstrated interest in and aptitude for legal technology and AI-driven solutions.
- Bachelor's degree, paralegal certificate, legal operations experience, or equivalent transactional and legal administrative experience preferred.
- Collaborative, professional, and discreet, with a strong sense of ownership and accountability and the adaptability to thrive in a dynamic, entrepreneurial investment environment.
- For all positions in Québec, proficiency in French and English, both spoken and written, is mandatory. English is required due to regular interaction with colleagues and external partners outside Québec.
Benefits
- N/A
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