Senior Associate - Financial Reporting, Alternative Credit jobs in United States
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SDL Search Partners ยท 1 day ago

Senior Associate - Financial Reporting, Alternative Credit

SDL Search Partners is a global Investment Management firm, and they are seeking a Senior Associate for their Credit vertical. This role involves overseeing financial operations, processing distributions, and collaborating with the Investment Operations team on various projects.

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Hiring Manager
David Lewis
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Responsibilities

Supervision and review of work as prepared by the offshore team
Responsible for transactions within blocker portfolio
Review and analysis of complex legal agreements as they pertain to the funds
Direct coordination and presentations for the Credit leadership team
Cross-departmental business partnering, including reporting for investor relations, portfolio management, tax, and legal teams
Responsible for reconciliations and preparation of distributions
Process improvement, involvement in systems integrations / upgrades
Ad hoc projects as they arise

Qualification

Investment OperationsPrivate Debt/CreditPublic AccountingCPAAnalytical skillsInterest in growthCommunication skills

Required

Bachelor's Degree in Accounting/Finance and/or advanced degree
3+ years of experience within Investment Operations, or Public Accounting
Excellent analytical and communication skills
Interest in growth and professional development

Preferred

Private Debit / Private Credit experience, including experience with blockers highly preferred
Big 4 experience is highly preferred
CPA is a plus

Benefits

Above market base pay
Strong bonus
Profit sharing plan
Hybrid work environment
Global company
Opportunities for growth and professional development
Great benefits and perks

Company

SDL Search Partners

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SDL Search Partners is a woman-owned search firm that puts values and relationship first.

Funding

Current Stage
Early Stage

Leadership Team

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David Lewis
Managing Partner
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Sarah Dardeno
Managing Partner
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Company data provided by crunchbase