PPM America, Inc. · 1 day ago
Private Investment Operations Analyst, Private Credit
PPM America, Inc. is a US-based institutional asset manager that supports clients in achieving their long-term value goals. The Private Investment Operations Analyst, Private Credit will support private credit strategies and coordinate operational aspects of trade activities while ensuring accuracy and collaboration with various stakeholders.
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
Knowledge of private credit operations highly preferred
Critical thinking, analysis, troubleshooting, and problem-solving skills
Ability to prioritize and independently manage multiple deadlines
Strong written and verbal communication skills
Unquestionable professional integrity
Strong teamwork-based approach to work and collective activities
Preferred
Experience with and skills using Blackrock's Aladdin applications (Trade Entry, Dashboard, Cash tools) preferred
Knowledge of private credit documentation (Note Purchase Agreements, indentures, physical notes, bond powers, credit agreements) 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
PPM America, Inc.
PPM America, Inc. (PPM) is a client-focused investment manager.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-11-23
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2025-10-29
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2025-10-09
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