Operations Associate - Covenants
Core
Client-facing operations role managing covenant analysis queries, compliance for private documents, and editorial data projects for financial services clients.
Role type
Associate, client operations & data support
Builds
Client query responses, compliance documentation, editorial content, and data workflow initiatives
Domain
Financial services / Credit intelligence / Legal operations
Deliverable
dashboards & analysis
Required skills
Covenant analysis, compliance adherence, client communication, internal reporting, cross-team liaison, fixed income deal flow monitoring, project administration
Preferred skills
AI tools familiarity (LLMs), data extraction automation
Responsibilities
Fielding client queries for covenant analysis, ensuring compliance with private document processes, collaborating on editorial content and data projects, monitoring fixed income deal flow, leading administrative operations projects
Seniority
Associate, early career