Senior Financial Analyst, Fund Operations

We are working on a confidential search for a Senior Analyst-level finance professional to join the credit platform of a well-established investment firm. This is a great opportunity for someone who likes detailed, technical finance work and wants to get closer to how investment funds are financed, monitored, and managed.

The team is looking for someone sharp, organized, and highly reliable who can help manage liquidity, leverage facilities, borrowing activity, collateral reporting, and fund-level financing across a range of investment vehicles. The work is Excel-heavy and detail-sensitive, but also very cross-functional. This person will work with internal finance, portfolio management, operations, deal teams, lenders, trustees, and rating agencies, so strong communication and follow-through are important.

This should be a strong fit for someone coming from credit, CLOs, structured finance, fund finance, credit operations, investment operations, or a similar analytical finance background. The team is collaborative and highly technical, and this is a role where someone can build a very valuable skill set within a sophisticated investment management platform.

Highlights

• Responsibilities involve supporting liquidity forecasting, leverage facility administration, borrowing base maintenance, collateral reporting, and fund-level financing activity across private credit funds.
• Exposure to BDCs, evergreen funds, SMAs, middle market CLOs, asset-backed facilities, and other private credit financing arrangements.
• Opportunity to work closely with portfolio management, finance, operations, lenders, trustees, rating agencies, and deal teams.
• Above-market compensation package: Competitive base salary + Annual Bonus + Profit Sharing + many other perks.
• Excellent benefits – a variety of healthcare plans (with generous employer contribution), parental leave program at 100% salary, HSA, life insurance / short and long-term disability coverage, 401(k) plan, PTO (Vacation + Sick + 12 Holidays), and great office perks – free coffee & snacks, reduced hot breakfast and lunch options, and more.