Senior Associate, Investment Operations – Private

Responsibilities

• Act as a key member of a dedicated middle office team that serves as a hub for private deals and facilitates private deal closing activities
• Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset set up, investment monitoring and reporting accuracy
• Analyze legal documents, such as credit agreements and fee letters, to identify critical terms for each private deal
• Avoidance of process issues and bottlenecks to make improvements
• Assist in process improvements and automation as well as the development of longer-term systemic solutions

Qualifications

• 4-5 years of relevant experience working in an operations capacity at an asset management company, investment bank or other financial services company
• 1+ years of experience in private credit investment operations and middle-office support, including experience reviewing private credit documents (credit agreements, amendments, etc.) for key terms, data points and operational nuances
• Strong knowledge of private credit fund concepts across a range of strategies, including corporate direct lending. Extensive knowledge of BSL market is a plus
• Strong knowledge of general finance, process documentation and cross functional operations
• Solid analytical skills and ability to understand and resolve complex problems
• Proficient in Microsoft Office with strong working knowledge of Microsoft Excel
• Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion