Gresham Partners, LLC

Legal Assistant

• Ensure that new deal memos are prepared for new PT engagements; Liaise with PT Business and PT Finance teams as needed.
• Support the PT Legal and PT Business teams in gathering all materials (financials, deal memos, etc.) and ensure timely submission to internal PT committees.
• Maintain and update deal pipelines in Asana for Capital Markets, working with teams to ensure all parties and details are included (and updated) in the system.
• Use Asana to automate workflows, ensuring that routine tasks and deal steps are tracked.
• Liaise with PT Compliance for required deal information as needed.
• Work closely with junior bankers and other team members to ensure that PT Control Room needs are fulfilled and approvals are properly logged into the system.
• Enter parties into the PT Control Room.
• Perform legal due diligence on active securitization transactions.
• Collaborate with PT Technology and PT Compliance to improve the flow of legal information and data between systems like Asana and the PT Control Room.
• Contribute to the optimization of legal workflows and collaborating with PT Legal teammates, ensuring that systems are integrated efficiently and that legal data is easily accessible across platforms.

Legal Assistant / Paralegal – Capital Markets

Designer

• Supporting the design and production of print and digital collateral—including presentations, brochures, event materials, and signage—within established brand guidelines
• Assisting with UX/UI work across web and digital platforms, including layout updates, landing pages, and wireframes
• Helping create and maintain on-brand email campaigns and templates
• Supporting event production from a design standpoint—signage, name tags, printed and digital collateral, and on-site materials
• Organizing and maintaining the shared design asset library and file structure
• Collaborating with marketing, events, and content teams to bring creative ideas to life
• Managing assigned projects with attention to detail and a commitment to deadlines

Junior Designer

Accountant

• Maintain the general ledger for PTUK and other foreign entities, including preparation of journal entries, account reconciliations, and monthly close activities under the guidance of senior team members.
• Assist in preparing monthly, quarterly, and annual financial statements for UK and other foreign entities, supporting alignment between local ledgers and consolidated U.S. reporting.
• Learn and apply entity-specific accounting standards (e.g., UK GAAP/FRS 102, HKFRS) and gain exposure to U.S. GAAP consolidation requirements such as lease accounting and foreign currency translation.
• Support the foreign-entity month-end and year-end close process, including preparation of adjustment entries, intercompany settlements, and supporting schedules.
• Maintain organized workpapers and adjustment trackers that clearly tie to the general ledger.
• Assist the Finance team in responding to UK and Hong Kong audit requests, including gathering trade samples, bank confirmations, and supporting documents for external auditors.
• Help compile data for UK regulatory and prudential reporting, including inputs to the Internal Capital Adequacy and Risk Assessment (ICARA), in partnership with Compliance and FP&A.
• Provide supporting schedules and reconciliations to assist with local tax filings (e.g., UK corporation tax, Hong Kong profits tax) as directed by senior team members and external advisors.
• Support allocations of clearing, custody, and other trading-related fees between U.S. and UK entities.
• Assist with reconciliations between front-office trading systems, middle-office records, and clearing/broker data for UK activity.
• Help coordinate with banking partners on foreign-entity cash management and audit confirmations.
• Support internal controls around approvals, postings, reconciliations, and documentation for foreign entities.
• Contribute to the development and maintenance of standard operating procedures (SOPs) for key PTUK and foreign-entity processes.
• Work with Finance colleagues, Trade Operations, Compliance, and external advisors to support foreign-entity accounting activities.

Legal Assistant / Paralegal – Capital Markets

Junior Designer

International Accountant