Senior Associate & Manager, Alternative Operations

Responsibilities

• Support special situations and insurance-linked PMs with settlement oversight and full lifecycle management of private and originated loan trades.
• Provide day-to-day operational coverage for portfolio managers, including deal settlement, funding coordination, and cash movements.
• Serve as an escalation point and provide oversight for outsourced service providers performing back-office functions.
• Review and interpret credit agreements to operationalize key terms, including accrual mechanics and payment schedules.
• Respond to detailed loan-level questions from internal stakeholders and client-facing teams.
• Support loan amendments and other non-standard lifecycle events through accurate operational execution.
• Enhance controls and oversight for non-standard alternative transactions across the firm.
• Manage cross-functional projects focused on process improvement, including Appian workflow development scenarios.

Requirements

• Minimum of a bachelor’s degree required.
• Minimum four years of relevant operational experience across private and direct originated debt and/or equity.
• Strong knowledge of loan-based products, including term loans and privately originated debt/equity.
• Hands-on exposure reviewing credit agreements and knowledge of servicing loans.
• Experience working with transfer agents and exposure to SMAs, private equity, and hedge fund organizational structures.
• Proficient in Excel, with the capability to efficiently analyze large data sets.