Aquarian Holdings · 1 day ago
VP, Direct Lending, Investment Operations
New York, NY
Full-time
Onsite
Mid Level
4+ years expAquarian Holdings is a diversified global holding company specializing in insurance and asset management solutions. The Vice President of Direct Lending Operations is responsible for overseeing the lifecycle of operational support for direct lending and private credit strategies, acting as a control point between various stakeholders and ensuring accurate execution of loan documentation and servicing.
Financial ServicesFunding PlatformInsuranceLife InsuranceReal Estate InvestmentRetirementVenture Capital
Responsibilities
Lead end-to-end operational support for direct lending transactions, including originations, closings, fundings, amendments, restructurings, and payoffs
Oversee loan settlement, funding mechanics, interest accruals, principal amortization, fee calculations, and covenant tracking
Partner closely with investment professionals to structure operationally sound transactions and scalable post-close processes
Ensure accurate and timely booking of loan activity across portfolio accounting, general ledger, and performance reporting systems
Act as Administrative Agent (or oversee agented functions) for bilateral and syndicated direct lending transactions
Coordinate execution of credit agreements, amendments, consents, and waivers with legal counsel, borrowers, and lender groups
Manage borrower communications related to funding notices, interest and fee notices, borrowing base certificates, and covenant deliverables
Calculate and distribute interest, principal, fees, and expense allocations to lenders in accordance with governing documents
Maintain official loan records, registers, and notice dissemination to all lender participants
Oversee lender onboarding, KYC documentation, and ongoing lender servicing requirements
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or a related field
4-6 years of experience in direct lending, investment operations, trade support, or loan agency
Proficiency in Microsoft Office suite with a strong emphasis on Excel
Strong analytical and problem-solving abilities, with attention to detail and accuracy
Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely
Ability to work collaboratively within a team and manage multiple tasks in a fast-paced environment
Preferred
Experience with private loans, structured products, and other fixed income instruments
Knowledge of loan servicing and settlement combined with experience using dedicated loan systems (e.g., Wall Street Office, ClearPar)
Familiarity with regulatory frameworks and compliance standards in the investment industry
Knowledge of programming or data analysis tools (e.g., SQL, Python) is a plus
Company
Aquarian Holdings
Aquarian Holdings is a holding company with interests in businesses including insurance, asset management, real estate, and technology.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$750M2024-10-25Debt Financing· $750M
2020-08-01Private Equity
Leadership Team
Rudy Sahay
Founder and Managing Partner
Recent News
2025-12-10
Company data provided by crunchbase