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Tier-1 employer, metro location, mid-level generalist role increases candidate competition despite niche private markets requirement.
Highly specialized private markets and loans expertise limits transferability across industries.
Explicit 3–6 years and mandatory private markets loan operations plus reconciliation skills increase strictness.
Manage settlement processes and daily Investment Book of Record (IBOR) reconciliation for Private Markets and Alternative assets including loans, project finance, structured credit, real assets, and syndicated loans.
Lead process automation and control enhancement initiatives to improve operational efficiency and mitigate risk.
Investigate and resolve cash, position, and transaction discrepancies while maintaining regulatory compliance and documentation.
3-6 years of experience in loan operations or similar roles involving settlements, reconciliations, and documentation-driven transactions.
Strong understanding of private credit, real assets, project finance, and banking/investment management, including alternatives such as Private Credit and bank loans.
Advanced proficiency in Microsoft Excel; familiarity with loan systems is advantageous.
Work Experience Required: 3-6 years in loan operations or related alternative investment operations.
Experienced in handling complex legal documentation and operational clarity for private market deals with diverse stakeholders.
Able to manage multiple high-volume projects simultaneously with strong analytical, organizational, and decision-making skills under pressure.
Skilled in client engagement, operational innovation, and driving process improvements in a dynamic, collaborative environment.