Deal Pipeline Manager – Operations

New York, NY



  • Lead the implementation of a firm-wide deal pipeline management system and improve overall business processes related to pipeline management and deal closing
  • Manage the process for logging new deals and ensure appropriate data is validated upfront
  • Oversee full pipeline tracking and status management for al deals across the firm
  • Secretary various IC meetings, drive agendas, and update pipeline with meeting updates
  • Design and manage various approval workflows such as Investment Committee voting, board approvals, managed account approvals, etc.
  • Oversee the gathering of key data points and help drive pipeline status through deal closing
  • Assist in the review and execution of credit agreements, commitment letters, fee letters, amendments, etc.
  • Ensure the tracking of important lifecycle events such as amendments, repayments, large draws, etc.
  • Work closely with teams across the organization including deal teams, compliance, investor relations, legal, middle office, operations, technology, service providers as well as other groups




  • 10+ years relevant operations experience in the bank loan space
  • Strong knowledge of the private credit, private equity and/or loan origination businesses
  • Experience with credit documentation for various types of loan facilities
  • Knowledge of CRM and Deal Pipeline systems essential
  • Demonstrated ability to solve problems and interact directly with investment professionals.
  • Previous experience implementing controls and improving processes






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 12/23/2020
Salary $125,000 - $200,000 + bonus

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