Capital Deployment and Liquidity Management, Private Financing Solutions (PFS), Associate
Core
Support deal closings and ratings maintenance for Private Credit investments, focusing on Private Ratings, Middle Market CLOs, and High-Grade Credit.
Role type
Associate investment operations specialist (private credit)
Builds
Private credit, direct lending, high-grade credit, and CLO portfolios
Domain
Asset management / Private Credit
Required skills
Private ratings management, deal execution, transaction documentation, rating agency liaison, data validation, invoice administration, stakeholder coordination
Preferred skills
Asset management industry experience, Excel/MS Office proficiency, problem-solving
Technologies
Internal rating systems, Excel, MS Office
Responsibilities
Support investment operations across private credit, direct lending, high-grade credit, and CLO portfolios; Manage the full lifecycle of private rating requests with agencies like Fitch, Moody's, S&P, and KBRA; Oversee PPN and CUSIP request workflows; Review and maintain ratings information in internal systems; Create and maintain rating letter templates and trackers; Manage rating agency invoices and fee administration; Coordinate preliminary and final private ratings meetings; Support insurance investment portfolios through reporting and data analysis.