Administrative Skills, Analysis Skills, Banking Services, Benchmarking, Communication Skills, Data Management, Data Quality, Detail Oriented, Document Management, Documentation, Investment Management, Know Your Customer (KYC), Loan Documents, Loan Processing, Loans, Performance Metrics, Presentation/Verbal Skills, Private Funding, Registered Training Organisation (RTO), Risk Analysis, Time Management
Credit Operations Specialist
We are currently working with a well-established private equity credit fund seeking a middle office operations specialist to join their growing team. Exposure to Syndicated Loans, CLO’s, and Bank Debt experience needed. RTO: 3days onsite in Manhattan. Pay range is $70-90/hr.
Primary Responsibilities:
- Trade Settlement: Collaborate with Traders, Portfolio Managers (PMs), and external counterparties to settle bank loan trades accurately and timely.
- Loan Middle Office: Assist with loan processing, trade updates, and other MO tasks.
- Data Management: Assist with KYC, Tax, Audits, and data integrity.
- Assist with ad hoc projects.
- Calculate and interpret investment performance metrics, such as total return, attribution analysis, benchmark comparisons, and risk-adjusted measures.
Qualifications:
- Familiarity with Syndicated Bank Loans: Understanding of the structure, documentation, lifecycle of syndicated loans, and trade settlement.
- Strong Attention to Detail: Ability to manage loan documentation and transactions.
- Familiarity with Performance, Attribution, and Client Reporting
- Excellent communication skills with the ability to present complex information clearly and effectively.