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Investment Operations Associate
2 months ago
We are seeking a highly skilled Investment Operations Associate to join our Global Private Debt team. As a key member of our operations team, you will play a critical role in supporting the execution of our private lending deal efforts.
Key Responsibilities- Deal Execution
- Fund and settle private lending deals
- Assist in cash management and liquidity planning
- Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset setup, investment monitoring, and reporting accuracy
- Loan Agency Function
- Manage banking, custodian, and facility relationships across the credit platform
- Oversee outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties
- Monitor investment positions to ensure all coupon/royalty/other payments have been received and expected drawdowns are executed on time
- Assist in the production and monitoring of monthly reporting for all leverage facilities (Includes ongoing investment company reporting, covenant, and other concentration/collateral quality tests)
- Assist investment team with tracking of company-level data including financials, covenant compliance, or other information rights
- Partner with the portfolio reporting team to review quarterly valuations and marketing materials for accuracy
- Ensure all other recurring reporting obligations have been met such as quarterly covenant compliance packages, monthly portfolio updates, financials, and other required reporting
- Collaboration and Communication
- Develop a complete understanding of the roles and responsibilities, systems, and processes across each internal functional group, and serve as a central point of contact between the Investment Team and other parties
- Partner with investment professionals, outside and internal counsel, tax, accounting, and compliance professionals to ensure good cross-functional communication and coordination throughout the investing process
- Provide support to investor relations, including quarterly investor updates
- Assist with presentation creation for various stakeholders including Board of Directors, rating agencies, and banks
- Collaborate closely with investment teams, Portfolio Construction & Risk Management, Marketing, Client Relations, Legal, Compliance, and externally with ESG research analysts and service providers to enhance ESG processes for scalability, efficacy, and investment impact
- Assist with a firm-wide initiative to re-assess technological needs related to our credit platform
- Participate in a wide variety of special projects, both operational and financial
- 3-5 years of experience as an investment operations analyst or other applicable role in private credit
- Dedicated fixed income and direct lending experience
- A bachelor's degree in Accounting or Finance is preferred but not required
- Advanced proficiency in Excel and PowerPoint
- Experience multi-tasking in a fast-paced environment
- Highly organized and able to adapt to variable deadlines
- Must have outstanding initiative, problem-solving skills, and be a self-starter
- Demonstrate non-linear thinking and have excellent written, verbal, and interpersonal communication skills
- Ability to prioritize and manage multiple competing tasks
- Collaborative, team-oriented individual with strong sense of integrity and professionalism
Bachelor's degree required.
Compensation$100,000 – $125,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package, and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge, and expertise, as well as prior training and education.
