Demo

Senior Associate, Middle Office

Evolution Credit Partners
Boston, MA Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/2/2025

Evolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum with a focus on leveraged finance and working capital finance.

Evolution Credit Partners is seeking an experienced Senior Associate, Middle Office, that has worked in Middle Office or a similar operational role in financial services, credit administration, operations, insurance, or related fields, has a strong desire to work across the Firm in an entrepreneurial manner, possesses a deep interest in the credit markets, is able to communicate effectively in oral and written form, and will be able to contribute immediately to expanding the team's analytical, operational, marketing, and business development capabilities. This candidate will be an integral member of Evolution Credit Partners and will be responsible for managing the credit workflow from deal approval to deal exit with a focus on leveraged finance investments and other strategic activities in line with the F irm’s entrepreneurial nature and its growing credit platform. This role requires facing internal teams, trading counterparties, fund admins, and multiple service providers. In addition to routine maintenance activities, this candidate will also be responsible for analyzing and optimizing the company's operational and cash management processes, identifying opportunities for improvement, and implementing strategies to enhance cash flow and liquidity.

The role will entail the following :

  • Working on the full life cycle of leverage finance, working capital, and other structured credit transactions
  • Primary process owner for leveraged finance workflows, which includes extensive interaction with agents, fund admin, and counterparty settlement teams
  • Steward and adhere to trade close process to progress trades from Investment Committee approval to deal funding close and exit, working with deal, finance and back-office platform teams to complete workflow
  • Reviewing and reconciling transaction activity for adherence to established controls and procedures
  • Addressing and investigating trade breaks
  • Primary process owner for managing outsourced service providers and loan maintenance activities, including amendments and reorgs and addressing funding and operational questions
  • Monitor and report on credit facility use and routine funding activities
  • Implement and manage liquidity management strategies to optimize cash flow, including monitoring cash balances, and forecasting cash needs on a regular basis
  • Liaise with internal parties to support business development, risk management, and other reporting needs
  • Identifying process gaps, develop solutions, and consistently look to drive efficiency improvements, which may include work on enhancing processes or implementing new ones to streamline and reduce support work around trades over time
  • Adhering to investment and operational standards of Evolution Credit Partners

Skills, Experience and Education :

  • 3 years of operational experience in private credit, credit administration, insurance, and / or other relevant fields, with a strong desire for prior Middle Office experience
  • Interest in understanding the broader financial and specifically credit markets
  • Demonstrated initiative with high level of motivation
  • Solid understanding of middle and back office operations and processes
  • Excellent verbal, written and interpersonal communication skills demonstrated through prior relevant experience
  • Enthusiastic team player and flexible in approach with ability to work independently
  • Open-minded thought processes with an ability to dynamically adapt to new assignments or areas of focus
  • Previous experience building out processes and controls
  • Excellent organizational and time management skills
  • Strong focus on getting the details right
  • Problem solver : ability to look ahead and understand future steps necessary
  • Ability to handle multiple tasks within tight time frames
  • Proficient in Word, Excel, PowerPoint
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