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Tier-1 brand, metro location, mid-level generalist role, and broad skills drive high competition.
Role requires specialized private markets and loan operations experience, limiting cross-industry transferability.
Explicit 3–6 years requirement plus mandatory private markets and loan operations expertise increases strictness.
Own reconciliation, exception management, and settlement processes for diverse private market instruments including loans, syndicated trades, CLOs, and real assets.
Engage with stakeholders and clients to interpret complex legal documentation and ensure operational clarity and control compliance.
Lead initiatives to enhance operational efficiency through process automation and control improvements while managing multiple concurrent projects in a dynamic setting.
3–6 years of experience in loan operations or related roles involving settlements, reconciliations, and documentation-driven transactions.
Strong understanding of private credit, real assets, project finance, and associated banking/investment management concepts.
Advanced proficiency in Microsoft Excel; familiarity with loan-centric systems is advantageous.
Work Experience Required: 3–6 years; Notice Period: Not explicitly mentioned in the JD.
Experienced in high-volume, high-risk private markets operational environments requiring accuracy and minimal error tolerance.
Capable of collaborating across internal and external teams while managing complex documentation and regulatory compliance.
Demonstrates strong analytical skills and proactive process improvement focus within alternative investments and private credit domains.