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Strong Tier-1 brand, mid-level generalist operations role, metro setting, and broad skill requirements drive high competition.
Role requires specialized private markets, loan and documentation expertise, limiting cross-industry transferability.
Explicit 5–10 years plus niche private markets, reconciliation and documentation expertise creates strict shortlisting.
Support private markets and alternatives operations focusing on reconciliation, settlement, exception management, documentation review, and client service to maintain accurate IBOR data and manage operational risk.
Analyze complex legal documentation and facilitate settlement processes across diverse instruments including syndicated loans, CLOs, restructurings, infrastructure debt, and real estate debt.
Lead process automation and control enhancements initiatives, investigate and resolve discrepancies, and manage multiple concurrent projects with attention to detail and adherence to deadlines.
5–10 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, and banking/investment management within alternatives including private credit, bank loans, credit strategies, and registered funds.
Advanced proficiency in Microsoft Excel; familiarity with loan-centric systems is advantageous.
Work location requirement: must work at least 4 days per week in the office as per hybrid work model.
Experienced in handling operational roles at the intersection of private markets and alternative asset workflows with emphasis on middle/back office functions.
Detail-oriented and capable of managing high-volume, high-risk environments with strong operational judgment and decision-making skills.
Skilled in client service and stakeholder engagement, able to collaborate across global teams and external parties managing complex financial instruments and transactions.