Demo

Middle Office Specialist | Private Debt Investments

mosaicpartners
New York, NY Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/31/2025

Top Tier Asset Management firm is looking for a Middle Office Specialist | Private Debt Investments professional to join their growing team. This is an excellent opportunity to work in close collaboration with the investment team. This challenging role offers an excellent development opportunity and allows building a deep knowledge of FIRM's Asset Management (AM) organization and responsibilities. Provide in-depth operational assessment for potential deals in the pipeline. Ensure operational readiness, leading end-to-end funding process, including operational set up, cash funding and approvals. Manage transactional governance and legal documentation. Perform KYC checks in line with regulatory requirements.


QUALIFICATIONS

  • Bachelor's degree or equivalent in a financial relevant subject; CFA or similar qualifications are a plus
  • Minimum 3 years' experience in asset management, portfolio management, loan administration space in a bank or asset management platform with specific focus on infrastructure loans is a plus
  • Experience with KYC process in your previous roles
  • Attention to detail and quality
  • Fluent in English with excellent verbal and written communication skills


This role will sit HYBRID out of the New York, NY Office.

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