





Tier-1 brand, metro location, common mid-level operations role with 3–6 years increases competition.
Role requires niche private markets/loan operations expertise, so industry experience transferability is limited.
Explicit 3–6 years plus domain-specific loan and private markets experience makes shortlisting strict.
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Own reconciliation, exception management, and settlement processes for private markets and loan instruments, ensuring accuracy of Investment Book of Record (IBOR) across diverse portfolios.
Engage with stakeholders, including clients, counterparties, and agents, interpreting complex legal documents to support operational clarity and regulatory compliance.
Lead process automation and control improvement initiatives to enhance operational efficiency and mitigate risks while managing multiple projects in a dynamic environment.
3–6 years of experience in loan operations or similar roles involving settlements, reconciliations, and documentation-driven transactions.
Strong knowledge of private credit, real assets, project finance, syndicated loans, and alternative investments.
Advanced proficiency in Microsoft Excel; familiarity with loan-centric systems is advantageous.
Work Experience Required: 3–6 years in relevant loan operations or settlements roles.
Experienced in handling complex private markets and loan asset classes with ability to interpret and analyze legal documentation effectively.
Capable of managing high-volume, high-risk operational workflows with excellent organizational and problem-solving skills under pressure.
Comfortable leading process improvements and collaborating globally across teams to maintain operational excellence and support client service excellence.