Related skills
onboarding kyc private credit fund settlements credit investments📋 Description
- Maintain deal trackers and unfunded funding forecasts
- Coordinate KYC with legal, external counsel, and agents
- Assist onboarding for new investment structures
- Coordinate back leverage with Derivatives and Liabilities team
- Partner with Treasury to deliver funds on closing
- Coordinate settlements with lenders and admin teams
🎯 Requirements
- 3-6 years in investment operations, middle office
- Experience in private credit or equity deal funding
- Knowledge of credit investments, especially bank loans
- Strong organizational, analytical, and problem-solving skills
- High attention to detail
- Excellent verbal and written communication
🎁 Benefits
- Base salary: $80,000 – $130,000 USD
- Eligible for discretionary bonus
- On-site role in Boston with benefits
- Competitive benefits package
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