Job Opportunity: Operations Manager - Portfolio Operations
Job Description
- Work with the Portfolio Management Team to examine and improve active work streams. These efforts would aim to standardize and automate various functions to reduce time and resources expended by individual members of the team.
- Establish and implement methods to enhance efficiency and improve accuracy in the collection and absorption of monthly / quarterly / annual materials for individual credits.
- On an ongoing basis, lead data collection and extraction efforts across different systems for individual investments or on a portfolio basis.
- Primary liaison between Portfolio Management and counterparties across all internal teams, including Investor Relations, Data Operations, Finance, Legal/Compliance and Operating Experts.
- Coordinate with head of internal data strategy team to help harmonize data reporting across the broader firmwide data infrastructure, including future infrastructure enhancements.
- Strategically enhance data reporting as needed for business growth over time, including in systems like DealCloud (CRM), Atom Invest (Portfolio Management), and other tools developed by the Firm over time.
Desired Experience
- Experience working in private credit or with leveraged loans
- Experience working in asset management, risk management, and/or valuation firms
- General understanding of valuing fixed income securities or companies
- Experience working with portfolio management and/or risk management software
- Experience in project management and establishing SOPs