Leadervest · 19 hours ago
Operational Specialist
NYC Metro Area
Full-time
Hybrid
Mid Level
$100K/yr - $110K/yr
3+ years expLeadervest is a confidential capital markets firm seeking an Operations Consultant to support a high-volume structured finance and securitized lending platform. This role is critical for ensuring accuracy, speed, and control across complex financing transactions, providing operational support throughout the deal lifecycle.
AdvertisingLead GenerationMarketingSocial Media Management
Hiring Manager
Ross Campbell
Responsibilities
Provide operational and documentation support to sales, origination, and capital markets teams throughout the deal lifecycle
Coordinate transaction workflows for structured finance and securitized loan transactions, ensuring timely execution
Act as a key liaison between sales, legal, credit, treasury, and external counterparties
Review and analyze loan agreements, credit agreements, and securitization documentation to ensure operational readiness and compliance
Support deal closings by validating terms, funding mechanics, payment structures, and reporting requirements
Identify discrepancies, operational risks, and documentation issues prior to execution
Support loan boarding, settlement, and ongoing servicing for structured and securitized assets
Ensure accurate setup of loan terms, payment waterfalls, covenants, and reporting schedules
Assist with ongoing portfolio maintenance, amendments, and investor reporting coordination
Support operational processes related to ABS, structured credit, warehouse facilities, and securitized loan portfolios
Partner with internal stakeholders to ensure operational alignment with transaction structures
Contribute to process improvements, controls, and documentation standards in a growing platform
Qualification
Required
3+ years of experience in structured finance, securitized lending, capital markets operations, audit, project management, business analyst roles, or loan operations
Hands-on experience reviewing or supporting loan agreements, structured finance documentation, or credit facilities
Strong understanding of loan lifecycle operations, including funding, settlements, and post-closing support
Experience working in a fast-paced, transaction-oriented environment
High attention to detail with strong organizational and execution skills
Preferred
Exposure to ABS, securitizations, warehouse facilities, or structured credit products
Experience supporting sales or front-office teams in a capital markets environment
Familiarity with legal documentation workflows and coordination with internal or external counsel
Experience working in hybrid or consulting-based roles
Company
Leadervest
Leadervest believes purpose and innovation are the keys to a sustainable society. It offers services like marketing strategy and more.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase