Job Description
- Job Description:
- Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools.
- Collect, review, monitor, save and distribute due diligence materials; assign analyst(s) Maintain and review deal files.
- Ensure completeness of files from inception to closing.
- Maintain pipeline database system as it relates to the deal flow and the portfolio.
- Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up).
- Positively represent the company in relationships with all parties affiliated with the deal process.
- Track, monitor and take primary responsibility for responding to general questions from outside relationships.
- Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities.
- Report and track complex structured deals; manage and track documentation pursuant to record retention practices.
- Identify investments with developing concerns for monitoring more closely; manage amendment/waiver, credit review and OTTI processes.
- Requirements:
- Bachelor’s degree, paralegal certification, or Certified Mortgage Servicer certification from the Mortgage Banking Association strongly preferred, or 7+ years of equivalent and relevant work experience.
- Experience with insurance and regulatory matters preferred.
- Advanced project management, leadership, organizational and planning skills.
- Demonstrated negotiating and time management skills.
- Strong attention to detail.
- Problem solving skills, including effective problem analysis, root cause identification and creative solution development.
- Strong written and verbal communications.
- Ability to work collaboratively with internal and external parties; demonstrate professionalism and consultative demeanor.
- Maintain notary public in good standing and licensing as required.
- Ability to travel 5% or less.
- Advanced degree or professional certification (e.g., CFA, CAIA) preferred.
- 7+ years of experience including 4+ years in investment operations, with a focus on private placements and structured assets.
- Proficiency in investment management software and tools (e.g. Bloomberg, PAM, Office Suite).
- Experience in Power BI or similar tools is a plus.
- Benefits:
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
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