JOB SUMMARY AND RESPONSBILITIES
The successful individual will be expected to work in a team of professionals and be able to be commercial, critical & creative whilst ensuring the highest level of risk management.
- Document Sourcing: Engage with external agents, counterparties, legal counsels, and internal investment teams to obtain executed credit agreements, amendments, agent notices, waivers, and other relevant documentation.
- Document Validation: Review documents for completeness, accuracy, and consistency before distribution.
- Timely Distribution: Ensure prompt delivery of all sourced documents to internal stakeholders (investment, operations, legal, risk teams) and external parties as necessary.
- Recordkeeping: Maintain organized and secure digital repositories of all sourced documentation, ensuring version control and audit readiness.
- Stakeholder Communication: Serve as a liaison between investment professionals, operations teams, legal counsels, custodians, and third-party agents regarding documentation needs.
- Process Improvement: Identify gaps and inefficiencies in the sourcing and distribution workflow; propose and implement solutions to enhance timeliness and quality.
- Reporting and Metrics: Maintain logs of sourcing activities and generate regular reports on document status, outstanding items, and turnaround times.
- Face off with senior stakeholders and drive priorities
- Exhibit excellent judgement & problem-solving skills, particularly in the context of a new team with or without existing precedents
BASIC QUALIFICATIONS
- Bachelor's degree with a minimum of three years of experience in financial services, preferably in a data operations role.
- Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
- Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience
- Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities
- Flexible and able to work well under pressure in a team environment
- Strong knowledge or prior experience in an Operations role
