Caroline Sheldon

Caroline Sheldon joined Cleveland & Co in 2017 as a legal intern and has spent the last 4 years developing her career. She has recently qualified as lawyer in England & Wales and Ireland. She assists with a range of legal matters concerning both financial services and commercial law matters and assists with the firm’s business development, as well as contributing to the firm’s newsletters and articles.

In particular, Caroline has experience advising on investment management, financial services, private equity, commercial and corporate matters as well as OTC derivatives agreements based on the International Swaps and Derivatives (“ISDA“) Master Agreements and Credit Support Annexes (“CSAs“) templates. Her professional experiences at the firm have allowed her to develop a unique commercial awareness which has enabled her to effectively and promptly assist clients and build excellent relationships across all levels of our clients’ organisations.

Caroline is a determined and highly motivated professional and she has grown both her career and position within the company very quickly. She has recently successfully completed Unit 1 – Investment Environment for the CFA Investment Management Certification. When she’s not working on client matters, you’ll find Caroline into her new “lockdown hobby” playing Nintendo DS Zelda or playing Overcooked on Playstation with her friends. 

Expertise

At Cleveland & Co, Caroline assists the team with all legal matters, including:

  • Investment management related agreements
  • ISDA Master Agreements and CSA templates
  • Agreements based on the Global Master Repurchase Agreement templates
  • Introducer agreements
  • Financial services regulation
  • Private Equity
  • Service agreements
  • Corporate governance
  • Commercial contracts
  • Company secretarial
  • Corporate agreements
  • Legal research

Qualifications

  • CFA UK Level 4 Certificate in Investment Management (IMC) Unit 1 – Investment Environment
  • Qualified as a solicitor in England & Wales and Ireland
  • LLB Law – The University of East Anglia
  • Legal Practice Course – BPP University

Languages

  • English
  • Conversational German

Caroline Sheldon joined Cleveland & Co in 2017 as a legal intern and has spent the last 3 years working developing her career as a paralegal and now as a trainee associate. She assists with a range of legal matters concerning both financial services and commercial law matters and assists with the teams business development methods, as well as is  a contributor to the firms newsletters and articles .

Caroline has 3 years’ experience advising on investment management, commercial, corporate and financial services matters. Her professional experiences as external in-house counsel has allowed her to develop a unique commercial awareness which has enabled her to effectively and promptly assist clients and build excellent relationships across all levels of our client organisations.

Caroline is a determined and highly motivated professional, having started out as an intern at Cleveland & Co, she has grown both her career and position within the company very quickly. She is now completing her training to qualify as a solicitor in England and Wales, as well as studying for the CFA IMC Certification. When she’s not writing our newsletters or tirelessly preparing to qualify as a solicitor, you’ll find Caroline into her new “lockdown hobby” playing Nintendo DS Zelda or with her online team playing Overcooked on Playstation. 

Expertise

At Cleveland & Co, Caroline assists the team with all legal matters, including:

  • Commercial contracts
  • Company secretarial
  • Corporate agreements
  • Corporate governance
  • CSAs
  • Financial Services Regulation
  • GMRAs
  • Investment management related agreements
  • ISDAs
  • Legal research
  • Private Equity
  • Real Estate
  • Service Agreements

Qualifications

  • LLB Law – The University of East Anglia
  • Legal Practice Course – BPP University

Languages

  • English
  • Conversational German

CONTACT US

We'd love to hear from you, please get in touch with us if you have any questions.

Sending

©2022 Cleveland & Co

Log in with your credentials

Forgot your details?