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Tier-1 brand, mid-level generalist role, metro market, and broad skillset increase applicant competition.
Role requires private markets, loan and IBOR expertise, making cross-industry transfers difficult.
Explicit 3–6 years plus specialized private markets, loan operations and reconciliation requirements.
Own reconciliation and exception management for private markets and alternative assets including loans, structured credit, real assets, and syndicated loans.
Lead process automation and control enhancement initiatives to improve efficiency and reduce operational risk.
Collaborate globally to maintain IBOR accuracy, analyze complex legal documentation, and manage settlement processes across diverse instruments.
3–6 years of experience in loan operations or related settlements, reconciliations, and documentation-driven transactions.
Strong understanding of private credit, real assets, project finance, and alternative investments.
Proficiency in Microsoft Excel; familiarity with loan systems is advantageous.
Work location: Required to work at least 4 days per week in office (hybrid model).
Experienced in high-volume, high-risk environments requiring accuracy and attention to detail.
Skilled in client engagement and communication with ability to work with diverse internal and external stakeholders.
Ability to manage multiple priorities simultaneously while driving operational improvements and process automation.