Business Analyst, Private Deal Operations

Business Analyst

We are a specialized technology staffing agency supporting professional and financial services companies. We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path for career advancement. We advocate for best pay, diversity in tech, and best job-fit for every candidate we place. Our client, an investment firm, is seeking a Business Analyst to join their team in Los Angeles, CA! The consultant will be responsible for executing and supporting operational activities within the private credit deal lifecycle. The candidate will work closely with other colleagues in the Investment Team, Tax, Legal, Compliance, Accounting, and IT along with external service providers to support the deal closing process.

Responsibilities

• Leading in project management, strategic planning, process documentation, and large data management.
• Serve as a key member of a dedicated private credit operations team to facilitate private credit deal closing activities.
• Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset set up, investment monitoring and reporting accuracy.
• Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner.
• Analyze legal documents, such as credit agreements and fee letters, to identify critical terms for each private deal.
• Assist in managing all banking, custodian and facility relationships across the credit platform.
• Oversee outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties.
• Develop a complete understanding of the roles and responsibilities, systems and processes across each internal functional group, and serve as a central point of contact between the Investment Team and the back office.
• Partner with investment professionals, outside and internal counsel, tax, accounting and compliance professionals to ensure good cross-functional communication and coordination throughout the investment process.
• Participate in developing and documenting operational policies, procedures and controls.
• Ensure proper operational procedures and controls are followed and maintained, with appropriate escalation to stakeholders.
• Support document management for private credit deals.
• Assist in process improvements and automation as well as the development of longer-term systemic solutions.

Qualifications

• A Bachelor's degree relevant to position, a Master's degree a plus.
• 5+ years of relevant experience working in an operations capacity.
• Understanding of private credit operational lifecycle.
• Strong knowledge of general finance, process documentation and cross functional operations.
• Solid analytical skills and ability to understand and resolve complex problems.
• Proficient in Microsoft Office with strong working knowledge of Microsoft Excel.
• Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion.

Personal Attributes

• Outstanding organization skills with an extremely high attention to detail.
• Outstanding initiative and a strong work ethic.
• Responsible with a strong sense of dedication.
• Excellent interpersonal, verbal and written communication skills.
• Works well under pressure and with time constraints.
• Possesses strong integrity and professionalism.