Direct Lending Operations Specialist

New York, NY



  • Lead the deal closing process from an operational perspective for Direct Lending investments and ensure timely funding and accurate reflection of transactions across all platforms.
  • Track pipeline of upcoming deal closings, amendments, drawdowns, payoffs, etc. and ensure all operational functions are executed in a timely manner.
  • Provide daily operational support to deal and portfolio management teams.
  • Participate in major projects and be a point of contact for operations.
  • Provide general operational support for illiquid credit including trade booking support, data management, new asset setups, loan amendments, restructures, cash and position discrepancies, new fund/account launches, deal closings, etc.
  • Improve overall business processes including pipeline management, allocations, trade booking, deal closings, ongoing credit support, valuations, data process/system architecture, etc.
  • Work closely with teams across the organization including middle office, accounting, compliance, investor relations, legal, operations, technology, 3rd party service providers, etc. and help to create a Center of Excellence for all things Direct Lending related.




  • 5+ years relevant operations experience in the bank loan space.
  • Strong knowledge of the Direct Lending business.
  • Experience with various types of loan facilities, including delayed draw and revolving loan facilities.
  • Knowledge of Wall Street Office (WSO), Everest/Black Mountain and/or Advent Geneva strongly preferred.
  • 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 1/16/2020
Salary $90,000 - $115,000 + bonus

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