Senior Associate, Investment Operations – Private
Core
Execute and support operational activities within the private credit deal lifecycle, including deal fundings, asset setup, investment monitoring, and reporting.
Role type
Senior Associate, Investment Operations (Private Credit)
Builds
Private credit deals and associated operational infrastructure
Domain
Private Credit / Alternative Investments
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Private credit fund concepts, credit agreement analysis, banking/custodian relationship management, process documentation, cross-functional coordination, data management, Microsoft Excel
Preferred skills
BSL market knowledge, process automation, systemic solution development
Technologies
Microsoft Office, Microsoft Excel
Responsibilities
Coordinate internal stakeholders and external counterparties for deal fundings and asset setup; Review private deal pipeline to ensure timely tracking; Analyze legal documents to identify critical terms; Manage banking, custodian, and facility relationships; Oversee reporting with banks, rating agencies, and auditors; Develop and document operational policies and controls; Analyze process bottlenecks to drive improvements.
Seniority
Mid-Senior level, hands-on IC