Transactional Executive – Real Estate

Overview

As a Transactional Executive in Clyde & Co’s Real Estate & Infrastructure Finance team, you support lawyers by creating and formatting high-quality transaction documents based on market-standard forms. You establish robust templates and provide word processing support across live transactions. You manage document setup, numbering, formatting and presentation to ensure client-ready deliverables under tight deadlines. You work closely with lawyers and business services to deliver complete, well-organised document suites and drive efficiency.

Responsibilities

• Create, format and maintain high-quality transaction documents based on LMA and market-standard templates
• Establish and maintain robust template documents, styles and precedents for the team
• Assist with document setup, numbering, cross-references, tables, schedules, signatures and presentation
• Maintain records of template updates, versions and drafting standards
• Provide guidance on document templates, styles and formatting conventions
• Identify opportunities to improve document production processes and efficiency
• Prepare and finalise suites of transaction documents under demanding deadlines
• Collaborate with lawyers and business services to deliver complete document sets
• Respond to document production requests and manage multiple tasks with clear progress updates
• Support live financing transactions with mark-ups, version control and drafting changes
• Deliver professional, high-quality service to internal stakeholders across real estate, infrastructure and structured finance

Key requirements

• Advanced proficiency in Microsoft Word (styles, numbering, tables, cross-references, tracked changes, complex formatting)
• Proficiency in other MS Office apps (Excel, Outlook, PowerPoint) and supporting tools (iManage, document comparison software)
• Experience in a document production, legal support or transaction support role
• Excellent attention to detail and commitment to accuracy and presentation
• Ability to work with large, complex document sets and fast-moving amendments
• Strong organisational skills and ability to prioritise under time pressure
• Clear written and verbal communication with stakeholders and lawyers
• Proactive problem-solving and continuous improvement in document production

• highly organised
• service-oriented
• attention to detail
• Microsoft Word advanced formatting
• styles and templates
• document comparison

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