Private Credit Specialist

3 weeks ago


Boston, United States Tundra Technical Solutions Full time

Responsibilities:

• Serve as a key resource for strategy/product specific information.

o Partner closely with the Director of the PE&C Specialist team, and other functional areas to manage Private Credit data and materials.

o Develop a detailed understanding of the product, asset classes, including our sustainability practices and initiatives, and our competitive advantages of the platform.

o Contribute to all marketing materials relevant to fundraising.

• Create presentations and other materials used in meetings and help identify and manage the timing for the creation of new collateral.

o Help organize, update and distribute collateral internally and externally, ensuring alignment and consistency of messaging across multiple products and pieces of content.

o Manage project plans to ensure timely completion of initiatives.

• Support various aspects of the PE&C Business Development team’s prospect and investor relations efforts.

o Provide specialist content including RFPs, questionnaires, databases, and any other prospect or client inquiries. Manage and update these responses in Q&A repository.

o Participate in the updating of marketing materials, including coordination with reporting and valuation teams on updating track record and other information.

o Assist with the organization and preparation for events including the annual meeting and conferences.

• Assist with the management of prospect and client data rooms, tracking of prospect and client information in Salesforce and requests with members of the investment, legal, compliance and accounting teams.

• Support special projects and ad-hoc requests relating to client service, marketing, record keeping, compliance, and other such areas that may arise over time.

• Collaborate and manage relationships with product development, portfolio management, operations, client service, legal and compliance teams and marketing among others, as well as external vendors to ensure work is completed timely and to the highest standards.

• Enhance operational processes to improve efficiency in facilitating responses and compliance approvals for external materials.


Education, Experience & Skills/Competencies:

• Bachelor’s degree required. Preferably in business, finance, or related discipline.

• Knowledge of and genuine interest in Private Markets and investment management.?

• 5-8+ years of relevant work experience, with preference for direct client or prospect service and marketing support responsibility.

• Word, PowerPoint and Excel skills are required. Experience with Salesforce, Qvidian and Seismic experience is preferred.

• Experience engaging in the RFP questionnaire response process. Comfortable editing written pieces for readability, style and grammar.



  • Boston, United States 10500 WMC Wellington Management Company LLP Full time

    About the Role As part of the continued growth of our private investment capabilities, we are seeking to add an Investment Director to join our team and be an integral part of our expansion into private credit. Wellington has been investing in private markets since 2003, and the Firm launched its first dedicated private equity fund in 2014. Today, we...


  • Boston, Massachusetts, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Private Credit

    2 weeks ago


    Boston, United States Robertson & Company Full time

    Top 3 Skills: Willingness and interest in learning Deadline driven, Stakeholder mgmt. Balance priorities. Team player, contribute to the team. Industry/Experience: Financial Services Private Market Private Equity Private Credit Looking For: Familiar with private credit, private equity, or private markets as a whole This is a very Middle Office type of...

  • Private Credit

    2 weeks ago


    Boston, United States Robertson & Company Ltd. Full time

    Top 3 Skills:Willingness and interest in learningDeadline driven, Stakeholder mgmt. Balance priorities.Team player, contribute to the team. Industry/Experience:Financial Services Private Market Private Equity Private CreditLooking For:Familiar with private credit, private equity, or private markets as a wholeThis is a very “Middle Office” type of role....

  • Private Credit

    1 month ago


    Boston, United States Robertson & Company Ltd. Full time

    Top 3 Skills:Willingness and interest in learningDeadline driven, Stakeholder mgmt. Balance priorities.Team player, contribute to the team. Industry/Experience:Financial Services Private Market Private Equity Private CreditLooking For:Familiar with private credit, private equity, or private markets as a wholeThis is a very “Middle Office” type of role....


  • Boston, United States Liberty Mutual Insurance Full time

    Pay Philosophy The 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...


  • Boston, United States RightWorks Inc Full time

    My client is seeking to hire a Senior Fund Controller with 5 to 10 years of private credit fund experience at an asset manager or fund administrator. The successful candidate will join the PE & VC Fund Operations team, a specialist operations partner providing expertise and support to their Strategies Private Equity, Venture Capital and Private Credit asset...


  • Boston, Massachusetts, United States Eataly North America Full time

    Job DescriptionThe Private Dining Specialist serves as the liaison between the Event Sales Manager and Restaurant Operations Team to ensure all parties have a detailed understanding of scheduled events, food and beverage menus, room set up, and each client's expectations. Reports to the Private Events Sales Manager and General Manager of...


  • Boston, United States Eataly Net USA, LLC Full time

    The Private Dining Specialist serves as the liaison between the Event Sales Manager and Restaurant Operations Team to ensure all parties have a detailed understanding of scheduled events, food and beverage menus, room set up, and each clients expect Specialist, Private, Sales Manager, Healthcare

  • Private Banker

    1 day ago


    Boston, United States Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Credit Trader

    1 day ago


    Boston, United States Weiss Asset Management LLC Full time

    Weiss Asset Management (WAM), a Boston-based investment firm, is seeking an experienced Credit Trader to join our trading team. A successful candidate will have exceptional quantitative, analytical, and negotiation skills, and will be able to multi-task, handle ambiguity, and proactively adapt to changing market conditions. Over time, the Credit Trader can...


  • Boston, United States Bank of America Full time

    Job Description: The Chief Investment Office (CIO) isthe centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office p rovides thought leadership on...


  • Boston, Massachusetts, United States Bank of America Full time

    Job Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on...


  • Boston, Massachusetts, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Boston, Massachusetts, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Boston, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Boston, United States State Street Corporation Full time

    The preparation, analysis and reporting of investment and fund performance data for a complex Private Equity/ Credit Fund. Accounting, Equity, Associate, Senior, Fund, Private, Technology

  • Finance Associate

    4 hours ago


    Boston, United States Evolution Credit Partners Full time

    Evolution Credit Partners manages approximately $3 billion across a range of synergistic alternative credit strategies including Direct Lending, Working Capital Finance and Opportunistic Credit.  The Firm is seeking a Finance Associate to join its Finance team. Primary responsibilities include fund administration and financial reporting, analysis and...


  • Boston, Massachusetts, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Finance Associate

    2 weeks ago


    Boston, United States 5 Legal Full time

    Job DescriptionJob DescriptionAmLaw top 100 firm which is popular for its high-profile financial services is seeking associates to join its Global Finance group in its Boston office. The ideal candidates must have 2-5 years of securitization or structured finance experience. Prior work with private credit or CLOs is a plus. Large law firm experience is...