Demo

Middle Office Specialist, Private Debt

Swiss Re
New York, NY Full Time
POSTED ON 1/27/2025
AVAILABLE BEFORE 4/27/2025

We are looking for a highly motivated individual with strong analytical and financial background, who wants to take an active role in Private Debt deal execution and ongoing asset management duties!

About the Role

This position will be an integral part of Swiss Re's Middle Office Private Debt working in close collaboration with the investment team. This challenging role offers an excellent development opportunity and allows building a deep knowledge of Swiss Re's Asset Management (AM) organization and responsibilities. We work in a growing environment and are required to demonstrate flexibility, adaptability and autonomy in daily work.

Key responsibilities include :

  • 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
  • Support monitoring of Swiss Re's infrastructure debt portfolio post deal execution and loan valuation process across individual assets
  • Take responsibility for asset waivers and amendments process, draft recommendation memorandums for each event
  • Act as a key point of contact for internal and external counterparties
  • Participate and lead projects and initiatives including development, implementation and testing of new tools and processes

About the Team

The Middle Office Public & Private Markets team forms part of Asset Management's Middle Office, a core component of the Chief Operating Office, and plays a crucial role in supporting various asset management functions. Our team is a dedicated group of individuals who take pride in their work, and value accountability and integrity. We strive to achieve excellent results in collaborative team environment.

Come be an integral part of AM's successful Middle Office team and their day-to-day operations!

About You

A curious and engaged team member with a track record of taking initiative, you are open-minded, conscientious and enthusiastic. You excel at meeting deadlines and consistently aim to exceed expectations in a fast-paced environment. Ability to collaborate with ease combined with the attitude to succeed!

Additional requirements include :

  • 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
  • We are looking forward to your application!

    The estimated base salary range for this position is $74,000 to $120,000. The specific salary offered for this or any given role will take into account a number of factors including but not limited to job location, scope of role, qualifications, complexity / specialization / scarcity of talent, experience, education, and employer budget. At Swiss Re, we take a "total compensation approach" when making compensation decisions. This means that we consider all components of compensation in their totality (such as base pay, short-and long-term incentives, and benefits offered), in setting individual compensation.

    About Swiss Re

    Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.

    Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and / or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.

    If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.

    Swiss Re is an equal opportunity employer. It is our practice to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled.

    During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter / HR Professional of the accommodation needed.

    Keywords :

    Reference Code : 132648

    Salary : $74,000 - $120,000

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