Jackson · 1 day ago
Private Investment Operations Analyst, Private Credit
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$75K/yr - $90K/yr
2+ years expPPM America is a US-based institutional asset manager established in Chicago. The Private Investment Operations Analyst, Private Credit supports private credit strategies and is responsible for coordinating operational aspects of private investment trade activity, ensuring accurate execution and collaboration with various teams.
Financial Services
Responsibilities
Coordinate operational aspects of private investment trade activity including:
Prepare and coordinate closing and exchange documentation between internal teams and external parties (counsel, custodians, issuers, brokers)
Manage funding instructions
Research and resolve outstanding cash/position reconciling items
Reconcile IBOR security details (i.e. attributes, rates, payment schedules) or cash/position discrepancies
Coordinate physical note activity with clients including re-registration, bond powers, note splits and delivery instructions
Assist with preparation of client reporting and audit responses
Promote continual processes improvement by:
Identifying risks and developing and overseeing mitigating controls
Identifying, recommending and implementing process efficiencies
Work collaboratively with other Private Investment Operations team members:
Provide additional operational support where and when needed
Assist with “ad hoc” and special client/business driven projects
Participate and provide cross training with the Public Securities Operations team on an ad hoc basis
Performs other duties and/or projects as assigned
Qualification
Required
Bachelor's Degree required
2+ years of practical hands-on experience related to institutional investment management operational responsibilities, preferably with insurance or buy-side manager, required
Preferred
Knowledge of private credit operations highly preferred
Knowledge of private credit documentation (Note Purchase Agreements, indentures, physical notes, bond powers, credit agreements) preferred
Experience with and skills using Blackrock's Aladdin applications (Trade Entry, Dashboard, Cash tools) preferred
Benefits
Competitive salary and bonus
Medical, dental and vision coverage
401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
Tuition and professional certification reimbursement
Paid parental leave
Adoption assistance
Holidays and paid time off
Paid time off to volunteer
Company
Jackson
Jackson is a financial services company dedicated to helping people pursue financial freedom for life.
1001-5000 employees
H1B Sponsorship
Jackson has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (9)
2022 (7)
2021 (10)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
$1.55BKey Investors
TPGAthene
2026-01-06Post Ipo Equity· $500M
2023-03-06Post Ipo Equity· $550M
2021-09-20IPO
Leadership Team
L
Laura Prieskorn
Chief Executive Officer
Alison Reed
EVP, Head of Distribution
Recent News
Business Wire
2026-01-09
2026-01-06
Morningstar.com
2025-12-18
Company data provided by crunchbase