Associate, Strategic Financing, PFS - New York
Core
Manage compliance with credit facility terms, coordinate new fund pipelines, source term sheets, and oversee loan approval processes for asset-backed and subscription facilities.
Role type
Associate, Strategic Fund Financing
Builds
Credit facilities secured by HPS fund investments and capital commitments
Domain
Private credit / Alternative investment management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Credit facility structuring, CLO knowledge, bank loan analysis, agreement amendment, asset warehousing, leverage target management, operational coordination
Preferred skills
Excel proficiency, Outlook proficiency
Responsibilities
Manage compliance with credit facility terms including Borrowing Base; Coordinate with Legal and Business Development on new fund pipeline; Source term sheets for new opportunities; Amend agreements or refinance to stay current on market terms; Manage existing asset warehousing arrangements; Coordinate with operational teams on facility closings and daily monitoring; Review and compare leverage across funds; Review fund investments for inclusion in asset facilities; Manage loan approval process with lenders