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Private Credit Deal Closing Specialist III

$55 - $65 per hour

Kforce

DescriptionA client with Kforce is seeking a Private Credit Deal Closing Specialist III to join their team in Newport Beach, CA or Charlotte, NC - 4 days on site 1 day remote.Duties:* Coordinate due diligence processes, ensuring all required information is collected and reviewed* Pipeline management across all private credit sub-teams* Attend Investment Committee meetings and ensure deal authorization is complete and documented* Support swap indemnity letters and deal-specific documentation* Provide post-closing notice contacts to external parties to support asset management* Ensure files are complete post-closing, and serve as point of contact for internal teams regarding deal documentation* Confirm payoff details and assist in reconciliation of special situations.* Serve as the primary point of contact between internal teams (legal, operations, treasury, compliance, risk management) and external stakeholders (banks, legal advisors)* Coordinate communications between internal and external stakeholders* Coordinate various closing elements including receipt of pricing confirms and funding notices, provision of purchaser information, and completion of document execution* Coordinate communication of portfolio allocations, signatures on legal documents, and deal set-up in the surveillance system* Maintain clear and consistent communication with all parties involved in the deal, providing regular updates on progress and addressing any issues that arise* As needed, generate and present reports on deal status, highlighting any potential risks or delays* Ensure all deals comply with internal policies and closing process is complete (e.g. OFAC)* Leverage specialized depth and breadth of experience to serve as an expert in private credit deal closing* Enhance the function while applying functional knowledge and existing methodologies to solve complex problems and recommend best practices with new perspectivesRequirements* Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field* Proven experience in managing multiple stakeholders and multiple tasks simultaneously* Strong organizational, multitasking and project coordination skills* High attention to detail and accuracy* Familiarity with legal documentation and compliance requirements* Excellent communication and interpersonal skills* Ability to work under pressure and meet tight deadlines* Experience with fixed income investments* Experience with private credit transactions* Minimum 5 years of experience in finance, investment operations, or a related field* Proficiency in Microsoft Office Suite* Familiarity with legal documentation and compliance requirements is nice to haveJob TypeContractCompensation55 - $65

Vacancy posted 3 days ago
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