Demo

Operations Analyst

ProPivotal
Boston, MA Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/22/2025

Lifecycle Operations Analyst - Private Credit

Our Investment Management partner is looking for a Private Credit Operations Analyst to play a key role in managing all aspects of the deal lifecycle, from execution and settlement to corporate actions and lifecycle management. Collaborate with legal, compliance, IT, and other teams to optimize workflows and contribute to innovative solutions.

What We Offer :

  • Competitive salary : $90,000–$120,000 annually
  • Hybrid work setup : 3 days in-office, 2 days remote
  • Comprehensive benefits package
  • A workplace that values work-life balance

What You’ll Do :

  • Administer loans across strategies like private placements, growth lending, real estate debt, and specialty finance
  • Coordinate and streamline deal closing activities with internal and external partners
  • Oversee and enhance daily operations with external service providers to ensure accuracy and timeliness
  • Reconcile discrepancies in cash, positions, and security data to maintain accurate records
  • Update security ratings, upload financial statements, and manage vendor systems
  • Maintain accurate asset records and provide stakeholders with actionable reports
  • Drive cross-functional projects, including vendor evaluations and technology rollouts
  • Qualifications :

  • 3-7 years of experience in private credit, private equity, or private real estate
  • Familiarity with operational tools such as IVP, Allvue, ClearPar, and Geneva
  • Strong technical skills in SQL, Power BI, Tableau, and advanced Excel
  • Excellent problem-solving, organizational, and analytical capabilities
  • Clear communication skills, with experience creating professional presentations
  • Knowledge of credit and debt regulatory requirements is a plus
  • J-18808-Ljbffr

    Salary : $90,000 - $120,000

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