Senior Associate, Middle Office

2 days ago

Boston, United States Evolution Credit Partners Full time

Evolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum with a focus on leveraged finance and working capital finance.  


Evolution Credit Partners is seeking an experienced Senior Associate, Middle Office, that has worked in Middle Office or a similar operational role in financial services, credit administration, operations, insurance, or related fields, has a strong desire to work across the Firm in an entrepreneurial manner, possesses a deep interest in the credit markets, is able to communicate effectively in oral and written form, and will be able to contribute immediately to expanding the team's analytical, operational, marketing, and business development capabilities. This candidate will be an integral member of Evolution Credit Partners and will be responsible for managing the credit workflow from deal approval to deal exit with a focus on leveraged finance investments and other strategic activities in line with the Firm’s entrepreneurial nature and its growing credit platform. This role requires facing internal teams, trading counterparties, fund admins, and multiple service providers. In addition to routine maintenance activities, this candidate will also be responsible for analyzing and optimizing the company's operational and cash management processes, identifying opportunities for improvement, and implementing strategies to enhance cash flow and liquidity.


The role will entail the following:


  • Working on the full life cycle of leverage finance, working capital, and other structured credit transactions   
  • Primary process owner for leveraged finance workflows, which includes extensive interaction with agents, fund admin, and counterparty settlement teams 
  • Steward and adhere to trade close process to progress trades from Investment Committee approval to deal funding close and exit, working with deal, finance and back-office platform teams to complete workflow 
  • Reviewing and reconciling transaction activity for adherence to established controls and procedures   
  • Addressing and investigating trade breaks
  • Primary process owner for managing outsourced service providers and loan maintenance activities, including amendments and reorgs and addressing funding and operational questions
  • Monitor and report on credit facility use and routine funding activities
  • Implement and manage liquidity management strategies to optimize cash flow, including monitoring cash balances, and forecasting cash needs on a regular basis
  • Liaise with internal parties to support business development, risk management, and other reporting needs
  • Identifying process gaps, develop solutions, and consistently look to drive efficiency improvements, which may include work on enhancing processes or implementing new ones to streamline and reduce support work around trades over time
  • Adhering to investment and operational standards of Evolution Credit Partners


Skills, Experience and Education:


  • 3+ years of operational experience in private credit, credit administration, insurance, and/or other relevant fields, with a strong desire for prior Middle Office experience
  • Interest in understanding the broader financial and specifically credit markets
  • Demonstrated initiative with high level of motivation
  • Solid understanding of middle and back office operations and processes
  • Excellent verbal, written and interpersonal communication skills demonstrated through prior relevant experience
  • Enthusiastic team player and flexible in approach with ability to work independently
  • Open-minded thought processes with an ability to dynamically adapt to new assignments or areas of focus
  • Previous experience building out processes and controls 
  • Excellent organizational and time management skills 
  • Strong focus on getting the details right
  • Problem solver: ability to look ahead and understand future steps necessary 
  • Ability to handle multiple tasks within tight time frames 
  • Proficient in Word, Excel, PowerPoint


  • Senior Associate, Middle Office Operations

    2 days ago

    Boston, United States Atlantic Group Full time

    Key Responsibilities:Oversee the full lifecycle of leveraged finance, working capital, and structured credit transactions.Act as the primary process owner for leveraged finance workflowsDrive the trade close process from Investment Committee approval to deal funding, closure, and exit, in partnership with deal, finance, and back-office teams.Review and...

  • Senior Associate, Middle Office Operations

    2 days ago

    Boston, United States Atlantic Group Full time

    Key Responsibilities:Oversee the full lifecycle of leveraged finance, working capital, and structured credit transactions.Act as the primary process owner for leveraged finance workflowsDrive the trade close process from Investment Committee approval to deal funding, closure, and exit, in partnership with deal, finance, and back-office teams.Review and...

  • Senior Underwriting Officer, Middle Markets Construction

    6 days ago

    Boston, United States Liberty Mutual Insurance Full time

    Pay PhilosophyThe typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications, and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...

  • Middle Office Associate

    7 days ago

    Boston, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Middle Office Associate is responsible...

  • Middle Office Associate

    2 days ago

    Boston, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Middle Office Associate is responsible...

  • Atlantic Group | Senior Associate, Middle Office Operations

    1 week ago

    boston, United States Atlantic Group Full time

    Key Responsibilities:Oversee the full lifecycle of leveraged finance, working capital, and structured credit transactions.Act as the primary process owner for leveraged finance workflowsDrive the trade close process from Investment Committee approval to deal funding, closure, and exit, in partnership with deal, finance, and back-office teams.Review and...

  • Fiducient Advisors | Middle Office Associate

    1 week ago

    boston, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.The Middle Office Associate is responsible for...

  • Senior Associate, Investment Operations

    2 days ago

    Boston, United States Atlantic Group Full time

    Job Overview - Senior Associate, Investment Operations (Hybrid): Join our client in Boston, MA, as a Senior Associate in Investment Operations. In this hybrid role, you’ll oversee operational activities for alternatives sub-advisory functions, ensuring smooth portfolio management, trade compliance, cash reporting, and performance monitoring. Compensation:...

  • Senior Investment Operations Associate

    2 days ago

    Boston, United States Atlantic Group Full time

    The Atlantic Group is partnered with a prestigious global investment firm in Boston that is seeking an experienced Senior Investment Operations Associate to join their team! This role involves managing and overseeing all operational activities supporting our alternatives sub-advisory middle and back-office operations. You will handle the full operational...

  • Senior Investment Operations Associate

    2 days ago

    Boston, United States Atlantic Group Full time

    The Atlantic Group is partnered with a prestigious global investment firm in Boston that is seeking an experienced Senior Investment Operations Associate to join their team! This role involves managing and overseeing all operational activities supporting our alternatives sub-advisory middle and back-office operations. You will handle the full operational...

  • Senior Associate/AVP of Investment Operations

    1 week ago

    Boston, United States Atlantic Group Full time

    Our client in the Private Credit space is looking to bring on a Senior Associate or AVP of Operations! This individual will will be responsible for managing the credit workflow from deal approval to deal exit with a focus on leveraged finance investments and other strategic activities in line with the Firm’s entrepreneurial nature and its growing credit...

  • Senior Associate/AVP of Investment Operations

    1 week ago

    Boston, United States Atlantic Group Full time

    Our client in the Private Credit space is looking to bring on a Senior Associate or AVP of Operations! This individual will will be responsible for managing the credit workflow from deal approval to deal exit with a focus on leveraged finance investments and other strategic activities in line with the Firm’s entrepreneurial nature and its growing credit...

  • Private Equity Senior Associate

    2 days ago

    Boston, United States Soul Equity Solutions Full time

    Private Equity Senior Associate - BostonAbout Soul Equity SolutionsSoul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio...

  • Private Equity Senior Associate

    5 days ago

    Boston, United States Soul Equity Solutions Full time

    Private Equity Senior Associate - BostonAbout Soul Equity SolutionsSoul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio...

  • Private Equity Senior Associate

    2 days ago

    Boston, United States Axis Recruitment Full time

    Private Equity Senior Associate - BostonAbout Soul Equity SolutionsSoul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio...

  • Senior Life Science Underwriter

    4 days ago

    Boston, Massachusetts, United States Zurich Insurance Company Ltd. Full time

    About Zurich Insurance Company Ltd.As a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, we are a top provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals.Job DescriptionWe are...

  • Middle Market Life Science Underwriter

    5 days ago

    Boston, United States Zurich Insurance Company Ltd. Full time

    Zurich is currently hiring an experienced Life Sciences Underwriter to join the Middle Market team in Boston. This position will be a hybrid role with two days per week in the office. Middle Markets is a key business segment within Zurich North America and we are focused on attracting top customer advocates who possess a sales mindset, strong technical...

  • Middle Market Life Science Underwriter

    4 days ago

    Boston, United States Zurich Insurance Company Ltd. Full time

    Zurich is currently hiring an experienced Life Sciences Underwriter to join the Middle Market team in Boston. This position will be a hybrid role with two days per week in the office. Middle Markets is a key business segment within Zurich North America and we are focused on attracting top customer advocates who possess a sales mindset, strong technical...

  • Middle Market Life Science Underwriter

    7 days ago

    Boston, United States Zurich Insurance Company Ltd. Full time

    Zurich is currently hiring an experienced Life Sciences Underwriter to join the Middle Market team in Boston. This position will be a hybrid role with two days per week in the office. Middle Markets is a key business segment within Zurich North America and we are focused on attracting top customer advocates who possess a sales mindset, strong technical...

  • Senior Investment Operations Associate

    1 week ago

    Boston, United States Qtron Investments Full time

    Job SummaryQtron Investments is seeking an experienced investment operations professional. This is a highly visible role with learning and growth opportunities across accounting and back office, trading and middle office, and compliance. Candidates must be able to utilize extraordinary critical thinking skills to analyze firm and operational risk, propose...