Business Analyst, Legal & Compliance

2d•CA$40,000 - CA$50,000•Hybrid

About The Position

InvestX is seeking a resourceful, analytical, and execution-oriented professional with 2-3+ years of experience in a fund manager or corporate/securities law firm environment. The ideal candidate will have exposure to transaction execution, legal, compliance, or fund operations. This role requires strong organizational skills, attention to detail, and the ability to navigate ambiguity and coordinate across teams and external counsel. Proficiency with AI and technology is essential for streamlining processes and driving efficiency in a fast-paced environment. The position is hybrid in Vancouver, BC, with remote options for the right candidate.

Requirements

2–3+ years of relevant experience with a fund manager, private markets investment firm, asset manager, or corporate/securities law firm.
Experience supporting investment transactions, fund operations, securities matters, legal operations, compliance, or a combination thereof.
Understanding of transaction execution and manage multiple work streams.
Strong analytical skills to interpret requirements, organize complex information, and translate it into actionable next steps.
Can working independently in a fast-paced, entrepreneurial environment.
Strong written and verbal communication skills.
Strong proficiency with AI tools and demonstrated ability to incorporate AI.

Nice To Haves

Familiarity with private funds, SPVs, subscription processes, investor onboarding, and/or securities regulatory requirements is strongly preferred.
Exposure to U.S. and/or Canadian securities regulation is an asset.

Responsibilities

Support the execution of private market investment transactions across funds, SPVs, and other investment structures, and closings.
Coordinate transaction workflows, documentation, approvals, signatures, closing requirements, and post-closing deliverables.
Support subscription agreements, side letters, investor materials, closing documentation, and related transaction records.
Partner with internal teams and external counsel to identify outstanding requirements and keep transactions moving toward completion.
Support legal and compliance requirements across Canadian and U.S. operations.
Assist with regulatory filings and requirements, as applicable.
Coordinate AML/KYC documentation and compliance processes.
Conduct legal, regulatory, and business research to support internal decision-making.
Coordinate with external counsel and other advisors to ensure information, documentation, and deliverables are provided efficiently.
Analyze existing legal, compliance, transaction, and operational workflows to identify gaps, inefficiencies, and opportunities for improvement.
Translate legal and compliance requirements into clear business processes, workflows, trackers, and documentation.
Develop and maintain SOPs, templates, reporting tools, and internal documentation.
Partner cross-functionally to improve how information and documentation move between teams.
Use AI tools to improve research, document review, information synthesis, workflow management, and administrative efficiency.
Identify opportunities to incorporate AI and automation into recurring legal, compliance, and transaction processes.
Demonstrate strong judgment regarding the appropriate use of AI when working with confidential, legal, regulatory, or sensitive information.