Current jobs related to Senior Associate, Credit Operations - Conshohocken - Hamilton Lane


  • Conshohocken, United States Credit Genie Full time

    Company Credit Genie’s mission is to help users take control of their finances, by offering cash advances between paydays, and by providing financial insights into spending habits. Having empowered over 600,000 customers to budget wisely, evade overdraft fees, and minimize credit card payments, we're on an ambitious journey. Our vision is rooted in a...


  • Conshohocken, Pennsylvania, United States Hamilton Lane Full time

    About the RoleHamilton Lane is seeking a highly skilled and experienced professional to join our Operational Due Diligence team as a Senior Associate/Vice President. This is an exciting opportunity to work with a leading investment management firm and contribute to the growth and success of our business.Key ResponsibilitiesPerform comprehensive operational...


  • Conshohocken, Pennsylvania, United States FIRSTRUST SAVINGS BANK Full time

    Objective The Senior Portfolio Manager position necessitates extensive expertise and experience in exercising sound judgement while implementing best practices in credit and risk management. FIRSTRUST SAVINGS BANK is an Affirmative Action Contractor and is an Equal Opportunity Employer.Minority/Female/Disabled/VeteranResponsibilities/DutiesEnsure compliance...


  • Conshohocken, Pennsylvania, United States FIRSTRUST SAVINGS BANK Full time

    Objective The Senior Portfolio Manager role necessitates extensive expertise and proficiency in applying sound judgement through best practices in credit and risk management. FIRSTRUST SAVINGS BANK is an Affirmative Action Contractor and is an Equal Opportunity Employer.Minority/Female/Disabled/VeteranResponsibilities/DutiesEnsure adherence to all Service...


  • Conshohocken, Pennsylvania, United States Firstrust Savings Bank Full time

    Senior Portfolio Manager Job DescriptionThe Senior Portfolio Manager is a specialist in credit and risk management within a prominent financial institution.Firstrust Savings Bank is an Equal Opportunity Employer.Key ResponsibilitiesOversee Service Level Agreements, ensure regulatory adherence, and evaluate credit risk assessments.Safeguard and manage...


  • Conshohocken, United States Quaker Houghton Full time

    Company Overview: At Quaker Houghton, we are experts in the development, production and application of chemical specialties, process fluids, lubricants, and coatings for the manufacturing industry. We have been an integral part in the growth of the world’s largest industrial companies and to this day our experience and expertise show in the actions and...


  • Conshohocken, Pennsylvania, United States Credit Genie Full time

    Company OverviewCredit Genie is dedicated to empowering individuals to manage their financial health by providing cash advances and insightful analytics on spending behaviors. With a track record of assisting over 600,000 clients in making informed financial decisions, we are on a mission to expand our reach. Our vision is to create a world where financial...


  • Conshohocken, United States Quaker Houghton Full time

    Job DescriptionJob DescriptionCompany Overview:At Quaker Houghton, we are experts in the development, production and application of chemical specialties, process fluids, lubricants, and coatings for the manufacturing industry. We have been an integral part in the growth of the world’s largest industrial companies and to this day our experience and...


  • Conshohocken, United States Quaker Houghton Full time

    Company Overview:At Quaker Houghton, we are experts in the development, production and application of chemical specialties, process fluids, lubricants, and coatings for the manufacturing industry. We have been an integral part in the growth of the world’s largest industrial companies and to this day our experience and expertise show in the actions and...


  • Conshohocken, United States Quaker Houghton Full time

    Company Overview:At Quaker Houghton, we are experts in the development, production and application of chemical specialties, process fluids, lubricants, and coatings for the manufacturing industry. We have been an integral part in the growth of the world’s largest industrial companies and to this day our experience and expertise show in the actions and...


  • Conshohocken, United States Madrigal Pharmaceuticals Corporation Full time

    Job DescriptionJob DescriptionAs the Associate Director of IT Operations, you will play a pivotal role in managing, implementing and optimizing our IT infrastructure. Your responsibilities will span across various domains including Microsoft 365 and Entra, cybersecurity, cloud, and networking. You will collaborate cross-functionally to ensure the seamless...


  • Conshohocken, Pennsylvania, United States DPS Group Global Full time

    About the RoleWe are seeking a highly experienced and inspirational leader to join our team as a Senior Business Development Director. This is a senior role that provides an excellent opportunity for the right candidate to help drive business growth and development.Key ResponsibilitiesLead and manage a team of business development and marketing professionals...


  • Conshohocken, Pennsylvania, United States InterDigital Full time

    About InterDigitalInterDigital is a leading global research and development organization that specializes in wireless, video, artificial intelligence (AI), and associated technologies. Our mission is to design and create foundational technologies that facilitate connected and immersive experiences across a wide array of communication and entertainment...

  • Senior Developer

    3 weeks ago


    Conshohocken, United States Quaker Houghton Full time

    Company Overview:At Quaker Houghton, we are experts in the development, production and application of chemical specialties, process fluids, lubricants, and coatings for the manufacturing industry. We have been an integral part in the growth of the world’s largest industrial companies and to this day our experience and expertise show in the actions and...

  • Senior Developer

    1 month ago


    Conshohocken, United States Quaker Houghton Full time

    Job DescriptionJob DescriptionCompany Overview:At Quaker Houghton, we are experts in the development, production and application of chemical specialties, process fluids, lubricants, and coatings for the manufacturing industry. We have been an integral part in the growth of the world’s largest industrial companies and to this day our experience and...


  • Conshohocken, Pennsylvania, United States Proclinical Staffing Full time

    Senior Finance Executive - Permanent PositionProclinical Staffing is seeking a highly skilled and seasoned Senior Finance Executive to lead the financial operations within a prominent international specialty pharmaceutical organization.Key Responsibilities:This position is pivotal in delivering comprehensive financial insights to the Leadership Team,...


  • Conshohocken, United States Quaker Houghton Full time

    Job DescriptionJob DescriptionAbout UsAt Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry. We have been an integral part in the growth of the world’s largest industrial and manufacturing companies from aerospace and automotive to primary metal...


  • Conshohocken, Pennsylvania, United States Jobot Full time

    Senior Accountant OpportunityThis position is hosted by Jobot.Salary: $75,000 - $85,000 per yearAbout Us:At Jobot, we are committed to advancing the healthcare sector through the dedication of our team members. Our success hinges on the diverse roles our professionals undertake across our organization.Why Consider This Role?We are in search of a meticulous...


  • Conshohocken, Pennsylvania, United States Proclinical Staffing Full time

    Senior Finance Executive - Permanent PositionProclinical Staffing is seeking a highly skilled and experienced Senior Finance Executive to become a vital part of an expanding international specialty pharmaceutical organization. This is a permanent role.Key Responsibilities:The primary focus of this position is to deliver comprehensive financial support to the...

  • Operations Manager

    2 weeks ago


    Conshohocken, United States Next Level Video Full time $70,000

    Job DescriptionJob DescriptionTitle: Post-Event Operations ManagerReports to: VP of Operations Summary of Position: The Post-Event Operations Manager oversees the day-to-day activities of Next Level Video’s post-production team at the direction of the VP of Operations. The candidate must excel at organizing, prioritizing, following processes and...

Senior Associate, Credit Operations

2 months ago


Conshohocken, United States Hamilton Lane Full time

Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.

The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. The credit operation senior associate falls under the Investor Services Team. This role is accountable for maintaining data integrity of our credit investment data and liaising with our outside vendors (Wall Street Office) to ensure credit investment data is correct for HL's reporting needs. The successful candidate must be able to communicate effectively and can operate in a fast-paced and deadline-driven environment where priorities often change.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

•Responsible for managing the WSO vendor relationship

•Review monthly WSO reporting, manage and provide support to analyst

•Responsible for adding credit investment trades/data into WallStreetOffice Web platform.

•Assist and managed parts of the monthly NAV reporting cycles for Evergreen funds.

•Able to proficiently read through credit agreements and legal documents to figure out information needed to add into the Wall Street Office Web platform.

•Responsible for high volume reconciliation of credit investments data/transactions including error corrections, documentation, and daily, monthly, and quarterly error account reconciliation.
•Act as point of contact for the credit operation team to manage Wall Street Office Web and ClearPar platform with our internal HL teams and external administrators.

•Able to ensure the start to end completion of executing credit investment deals through our ClearPar platform, ensuring legal documents are executed and fundings are met at time of close.

•Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.

•Interface with a diverse group within Hamilton Lane across various departments, including the Investment Team, Research, Reporting, Business Development, Legal and Senior Management.

NECESSARY QUALIFICATIONS; Education and/or Experience:

•College degree (B.A., B.S. or B.B.A.).

•6-8 years working experience

•Financial Services and/or private equity experience is a plus

•Highly motivated and organized; detail-oriented

•Excellent written and verbal communication skills

•Ability to manage multiple projects simultaneously and be able to prioritize workload

•Proactively identify challenges and offer solutions

•Must be proficient in Microsoft applications (Word, Excel, PowerPoint)

We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.

Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.

As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.

Please note that in the event that you are hired by Hamilton Lane, you, your spouse or any other dependent family member living in your household will need to comply with Hamilton Lane's Personal Securities Transactions Policy and the trade pre-clearance process per Hamilton Lane's Code of Ethics. It is your responsibility to ensure that you and your household members are able to comply with this policy. Examples of the restrictions that could be placed on your activities include, but are not limited to, a requirement to pre-clear all transactions prior to execution, the inability to transact in certain securities or classes of securities and other restrictions. A copy of our Code of Ethics is available upon request. Please note that having a personal trading account will not prohibit you from being employed by Hamilton Lane.