Manager - Private Credit jobs in United States
cer-icon
Apply on Employer Site
company-logo

Ultimus LeverPoint Private Fund Solutions ยท 3 hours ago

Manager - Private Credit

positionPhiladelphia, PA
timeFull-time
remoteOnsite
senioritySenior Level
money$130K/yr - $170K/yr
date6+ years exp

Ultimus LeverPoint Private Fund Solutions is seeking a Manager for their Private Credit operations. The role involves managing daily operations, providing credit operations support, and maintaining workflows for various business units related to private credit.

Accounting
Hiring Manager
Steve Fites
linkedin

Responsibilities

Provide daily operational support to ULPs Private Credit clients
Support all aspects of credit operations including Commercial Real Estate, Middle Market Direct Lending, and Broadly Syndicated Loans
Build and own cash and position reconciliation workflows
Provide quality control and maintain data oversight
Participate in projects for automation and process improvements as it relates to credit operations, position reconciliations, and cash management
The role requires close interaction with various parties including client service support, fund accounting teams, technology and sales/relationship management teams. This role will involve working in a dynamic team environment and presents opportunities to further develop industry knowledge to provide custom operational support. The ideal candidate will possess a strong understanding of bank debt and fixed income securities and how they relate to different fund structures

Qualification

Private Credit experienceLoan operations experienceBank debtFIS accounting systemVirtus accounting systemAnalytical skillsMicrosoft Office proficiencyCommunication skillsOrganizational skillsProblem-solving skillsTeam-oriented

Required

Bachelor's Degree in Business, Finance, Accounting or Economics
Undergraduate degree with 6+ years of relevant work experience in investment
Experience in the Private Credit/Middle Market loan space
Experience with loan operations
Proactive, self-motivated, excellent organizational, analytical and communication skills
Demonstrated understanding of Loan Administration Practices
Organized, detail-oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative
Proficiency of Microsoft Office Applications
Management or financial services environment (loan operations experience required)
Ability to effectively prioritize and manage time to complete deliverables timely and accurately
Team-oriented individual with the ability to work well across diverse groups in a collaborative, dynamic team environment

Preferred

MBA preferred
Experience with Virtus and FIS accounting systems

Company

Ultimus LeverPoint Private Fund Solutions

twittertwittertwitter
company-logo
LeverPoint
dateFounded in 2007
location
Clifton Park, New York, USA
people-size0-1 employees
web-link
http://leverpoint.com/

Funding

Current Stage
Early Stage
Total Funding
unknown
Key Investors
Hamilton Lane
2019-08-21Acquired
2016-04-04Private Equity

Leadership Team

leader-logo
Aimee Smith, SHRM-CP
Senior Human Resources Business Partner
linkedin
leader-logo
Lizzi (Xueyu) L.
Senior Fund Accountant, General Partnership Fund Services
linkedin
Company data provided by crunchbase