(Senior) Operations Associate
Robert Half
Job Description
Job Description
We are looking for an experienced operations specialist to join a financial services firm. This position supports the end-to-end processing of private debt and loan transactions while partnering with investment, finance, treasury, and external counterparties. The role is well suited to someone who can manage complex transaction activity, maintain accurate records, and help strengthen operational oversight in a fast-paced environment.
Responsibilities:• Oversee the execution of primary and secondary debt trade settlements from initial allocation through final completion.
• Manage transaction activities related to closings, funding events, position transfers, and related operational workflows.
• Partner with agent banks, trustees, custodians, and internal teams to investigate and resolve breaks, discrepancies, and settlement issues.
• Process ongoing loan lifecycle events, including principal repayments, borrower draw requests, rate updates, accrued interest activity, and compensation adjustments.
• Support daily cash movement activities, financing arrangements, investor funding requests, and distribution processing.
• Produce and maintain operational reporting for credit facilities, warehouse structures, asset-backed strategies, and other debt-related portfolios.
• Monitor data integrity across systems and records while reinforcing internal controls, compliance standards, and process accuracy.• 5-8+ years of experience in private debt operations, leveraged finance, loan administration, or a comparable debt-focused environment.
• Strong working knowledge of leveraged loans and fund operations.
• Advanced Excel capabilities with the ability to manage and analyze transaction data effectively.
• Familiarity with platforms such as ClearPar, BlackMountain, or similar investment operations systems is preferred.
• Demonstrated ability to handle high-volume, deadline-driven transactions with a high level of precision.
• Strong communication and coordination skills for working with internal stakeholders and external counterparties.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline.
Vacancy posted 1 day ago
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