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Tier-1 employer, mid-level range, and metro location increase applicant competition.
Role requires private-markets operations, IBOR, and loan documentation expertise, limiting transferability across industries.
Explicit 5–10 years plus specialized private-markets and reconciliation requirements increase filter strictness.
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Manage and maintain accuracy of Investment Book of Record (IBOR) data for private markets and alternatives through reconciliation, exception management, and settlement processes.
Engage with internal teams, external counterparties, and high-profile clients to support private markets operations including loan projects, structured credit, and real assets.
Lead process automation and control improvement initiatives to enhance operational efficiency and risk mitigation.
5–10 years of experience in loan operations or similar roles involving settlements, reconciliations, and documentation-driven transactions.
Strong expertise in private credit, real assets, project finance, syndicated loans, and alternative investments.
Advanced proficiency in Microsoft Excel; familiarity with loan-centric systems is advantageous.
Work location requires at least 4 days per week onsite in office (hybrid work model).
Experienced in handling complex legal documentation and translating it into operational actions within private markets and alternative asset operations.
Demonstrated ability to maintain high accuracy and control standards in high-volume, high-risk environments with strong operational judgment.
Skilled in collaborating globally across multiple teams and external stakeholders to deliver scalable, risk-aware operational solutions.