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Operations Associate - Private Debt

$75k - $130k

Vaco Charlotte

We are seeking an Operations Associate to support the day-to-day operational functions within a private debt platform. This role will focus on trade processing, loan administration, and operational support across the investment lifecycle to ensure accuracy, efficiency, and compliance.ResponsibilitiesSupport loan onboarding, funding, and settlement processes for private debt investments Maintain and update investment records, loan schedules, and portfolio data Process cash transactions including interest payments, principal repayments, and fees Reconcile portfolio activity with internal systems, custodians, and external partners Assist with preparation of investor reporting and internal operational reports Partner with investment, accounting, and compliance teams to ensure accurate workflow execution Monitor key deadlines, payment schedules, and covenant reporting requirements Support documentation management, including credit agreements and amendments Assist with audit requests and ensure adherence to internal controls and procedures Identify and implement process improvements to enhance operational efficiency QualificationsBachelor’s degree in Finance, Accounting, Business, or related field 2–5 years of experience in operations, fund administration, banking, or asset management Experience supporting private credit, loans, or alternative investments preferred Strong proficiency in Excel; experience with financial or portfolio management systems is a plus High attention to detail with strong organizational and time management skills Ability to manage multiple priorities in a fast-paced environment Strong communication and collaboration skills Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products. Boston , MA, US Hybrid Banking & Financial Services (includes Investment Banking), Finance and Insurance, FinTech, Other Services (except public administration), Professional Scientific and Technical Services, Professional Services - Other Vaco $ 75000.00 - 130000.00 yearly direct hire

Vacancy posted 3 hours ago
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