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Senior Analyst, Private Credit Operations

PublishedPublished: 6/14/2022

Job Description

Senior Analyst, Private Credit Operations
We are currently seeking candidates for a Senior Analyst, Private Credit Operations role with a highly successful investment management firm located in Boston, MA. The Senior Analyst will play a key role in supporting the day-to-day operations of private credit investment activities while partnering with cross-functional teams across the organization. The ideal candidate will have 5+ years of private credit operations experience and a strong understanding of loan administration, investment operations, and private market transactions.\n
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\nThis is a permanent position paying between $95,000 - $105,000 base salary plus a bonus.\n
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\nThis role supports a hybrid work model, consisting of a minimum of 3 days on-site per week and 2 days working from home in Boston, MA. Candidates must be located in the Greater Boston area and be willing to work on-site at least 3 days per week.

Responsibilities:\n

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  • Support the full operational lifecycle of private credit investments, including trade execution, settlement, servicing, and loan payoff activities.
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  • Review private credit loan documentation and ensure key investment and operational details are accurately captured and maintained.
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  • Coordinate investment closings and settlements with custodians, fund administrators, and internal business partners.
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  • Partner with investment, legal, and operations teams to resolve transaction-related issues and maintain data integrity across systems.
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  • Support security setup, trade compliance, and ongoing private market operational processes.
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  • Monitor and reconcile investment-related data across internal systems, identifying and resolving discrepancies as needed.
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  • Assist with regulatory, investment guideline, and operational inquiries from internal stakeholders and external counterparties.
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  • Participate in process improvement initiatives aimed at enhancing operational efficiency and scalability within the private markets platform.
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  • Collaborate on cross-functional projects involving technology, operations, and investment teams.
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  • Provide additional operational and project support as needed.
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Qualifications:\n

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  • Bachelor's degree required; Finance, Economics, Mathematics, or a related field preferred.
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  • 5+ years of Private Credit Operations experience supporting private market or alternative investments.
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  • Experience reviewing private credit loan documents, including credit agreements, amendments, and payoff notices.
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  • Strong Microsoft Excel skills and the ability to analyze and manage investment-related data.
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  • Proven ability to manage competing priorities while maintaining exceptional attention to detail.
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  • Excellent communication, organizational, and problem-solving skills, with the ability to work independently and collaboratively.
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For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com.\n
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