Legal Analyst - Subscription (Late Shift)

Cape Town

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefitfrom a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UKand Luxembourg, Guernsey, South Africa and Mauritius.

We operate as in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit an experienced Legal Analyst to join our global team.

Shift: 2pm - 10pm

Position Overview:

The Legal Analyst is responsible for assisting in the roll out and operational delivery of two exciting new services aimed at the intersection between law and technology. The Legal Analyst will assist in all aspects of service delivery, service refinement, product development and client relationship management, thereby acquiring a niche FinTech skillset.

Responsibilities:

Process

• Digitise paper questionnaires and contracts using our platform such that investors can invest in a fund with minimum hassle and maximum efficiency
• Map each questionnaire to a master questionnaire such that investors can reuse their responses across multiple investments
• Sense check completed investor questionnaires to maximise efficiency for fund counsel's subsequent review
• Manage Side Letter administration on behalf of our clients by extracting and categorising agreed clauses
• Track and report on the completion status of investors within each fund using purpose-built dashboards
• Ensure that all activity reflects a defined process and is undertaken within set parameters
• Manage your queue in theclient care service-desk within agreed processes and performance metrics while providing call trend analysis and pro-active suggestions for improvement

People

• Manage client relationships (chiefly investment managers and law firms), identify service development areas and take responsibility to ensure they get delivered
• Assist investors to complete their contracts and questionnaires online
• Train clients, their law firms and investors to use the platform efficiently
• Work closely with law firms for each fund to maximise the efficiency of our team's checks
• Comfortably present to senior clients on product demonstrations and status update calls
• Work closely with management to highlight any subscription and client care issues
• Work closely with the KYC and FATCA/CRS team so that the investors progress seamlessly from one stage of onboarding to the next

Continuous Improvement and System

• Work with the General Counsel and Senior Legal Analyst to refine operational procedures as the team expands over time
• Develop a deep understanding of the platform and proactivelysuggest improvements in order to maximize efficiency and control risk
• Listen to clients and investors and suggest technology improvements in pursuit of efficiency
• Work with the Business Analyst to translate ideas into system changes on our platform

Management

• Manage a varied workload in an efficient manner to meet key client deliverables and deadlines
• Support the measurement and reporting of performance using well considered indicators
• Report effectively to management with a 'no surprises' approach

Qualifications:

• Experience in Fund Administration
• Experience drafting legal contracts and contract review

About You

• Fluent spoken and written English
• Tech savvy, flexible and outgoing
• Methodical with an organized and self-starting approach to work.
• Experience in a professional services environment is advantageous but not essential
• Willing to work in allocated shift time

Being part of Sonata One provides a collaborative and inclusive work culture that values innovationand diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We're not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.

• Private Medical Insurance - Comprehensive coverage to support your health
• Life Insurance - Peace of mind for you and your loved ones
• Income Protection - Financial support when you need it most
• Annual Leave - With extra days that grow the longeryou'rewith us
• Pension Scheme - Employee matched helping you plan confidently for the future
• Wellness Budget - Investing in your health with a gym membership
• Employee Assistance Program - Confidential, 24/7 support for life'sups and downs
• Enhanced Maternity, Paternity & Adoption Leave - Because family matters
• Career Training & Development - Ongoing learning opportunities to help you grow
• Paid Volunteering Day - Take time to give back to causes you care about