Loan Specialist | Buy Side
Mosaic Partners
Loan Specialist
Seeking a highly motivated and detail-oriented Loan Specialist to join our Business Unit Control Group. This individual will play a critical role in supporting the firm's investment operations, with a strong focus on loan products and lifecycle management within a complex buy-side environment.
This is an excellent opportunity for a driven professional who thrives in a fast-paced environment, demonstrates strong ownership, and collaborates effectively across investment, operations, and technology teams.
Qualifications
- 7+ years of relevant experience in buy-side operations, fund accounting, or investment operations
- Strong background in Accounting, Finance, or Operations
- Expert-level experience with SS&C Geneva, specifically in: Loan onboarding | Loan lifecycle events | Configuration and support of loan-related activities
- Deep understanding of loan lifecycle processes, including: Trade settlement | Interest accruals | Paydowns | Amendments and restructurings
- Experience with portfolio accounting systems and reconciliation platforms (Gresham preferred)
- Strong knowledge of fund accounting principles and processes
- Advanced proficiency in Microsoft Excel
- Working knowledge of SQL (preferred)
- Familiarity with financial systems, data structures, and integrations
- Strong understanding of a wide range of financial instruments, including: Loans / Private Credit (core focus) | Equities | Fixed Income | Derivatives | Foreign Exchange
- Solid understanding of: Capital markets | Hedge fund structures and strategies
- Exceptional organizational and time management skills with the ability to manage multiple priorities
- Strong analytical and problem-solving abilities with a strategic mindset
- Excellent communication skills (verbal and written)
- Proven ability to work independently and collaboratively in a team environment
- High level of ownership, accountability, and attention to detail
This role will sit ONSITE in New York, NY
Mosaic PartnersVacancy posted 2 days ago
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