Operations Associate

1 week ago


Charlotte, United States Alternative Investment Staffing, LLC Full time
Job DescriptionJob DescriptionOur client, a globally recognized investment management firm is looking to break into the Charlotte market.

They're looking to add an Operations Associate within their Private Debt group.

  • Collaborate with the investment team to track investment pipeline, mandates, and closing activities.
  • Review and/or create essential materials for deal closing, including credit agreement review, funds flow preparation, and maintaining closing checklists and KYC requests.
  • Coordinate with internal and external counsel on investment structure, entity creation, and ongoing monitoring of investment entities.
  • Assist with Lead Agent responsibilities and oversee external 3rd party sub-agent services.
  • Coordinate funding of DDTL and Revolver draws, involving syndicate members.
  • Prepare and maintain leverage facility CMRs and compliance certificates.

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