Private Credit Middle Office Associate

1 week ago


New York, United States Atlantic Group Full time

Responsibilities:

  • Lead Role in Lending Operations
  • Serve as the main coordinator for private lending deal execution, overseeing:
  • Funding processes and transaction finalization
  • Assisting with cash flow management and liquidity forecasting
  • Collaborating with internal teams and external partners to ensure accurate funding, asset setup, investment tracking, and reporting
  • Management of Loan Agency & Investment Activities
  • Support banking, custodian, and credit facility relationships across the platform
  • Manage communication and reporting for stakeholders such as banks, rating agencies, co-investors, and auditors
  • Track investment portfolios to confirm timely receipt of payments (coupons, royalties, etc.) and execution of drawdowns
  • Aid in the creation and oversight of monthly leverage facility reporting, including compliance with covenants and quality checks on collateral
  • Help the investment team by monitoring company-specific data such as financials and covenant compliance
  • Collaborate with the portfolio reporting team to review quarterly valuations and marketing materials for consistency
  • Ensure all required reports, such as compliance certifications and portfolio updates, are submitted on schedule
  • Cross-Functional Coordination
  • Gain a thorough understanding of internal roles, systems, and workflows to act as the primary liaison between the investment team and other departments
  • Work closely with investment professionals, legal counsel, tax experts, and compliance teams to maintain clear communication throughout the investment process
  • Provide support for investor relations, including preparing quarterly updates for stakeholders
  • Stakeholder Presentations
  • Assist in developing presentations for various audiences, such as the Board of Directors, rating agencies, and financial institutions
  • ESG Process Enhancement
  • Collaborate with internal and external teams, including ESG research analysts, to optimize the company’s ESG processes for efficiency and investment effectiveness
  • Technology and Special Projects
  • Support the company's initiative to evaluate and improve the technology needs of the credit platform
  • Participate in diverse operational and financial projects as needed


Required Qualifications:

  • 3-5 years of experience in investment operations or a similar role within private credit
  • Experience in fixed income and direct lending is essential
  • Bachelor's degree in Accounting or Finance preferred but not mandatory
  • Advanced skills in Excel and PowerPoint
  • Proven ability to manage multiple tasks in a fast-paced setting
  • Strong organizational skills and flexibility with deadlines


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