NEW JOB OPENING
SENIOR PRIVATE CREDIT LOAN OPERATIONS ANALYST
IN Boston, MA, USA!

Required Education

• High School Diploma



Required Qualifications/Skills/Experience

• 4 to 8 years of experience in loan operations, loan servicing, or middle-office operations at an asset manager, alternative investment firm, insurer, bank, or fund administrator

• Working knowledge of the syndicated and private loan lifecycle, including agent notice interpretation and rate-setting mechanics

• Familiarity with private credit structures, including revolvers and delayed draw facilities and the operational demands they create

• Trade settlement experience under LSTA or LMA documentation

• Reconciliation experience, with a demonstrated ability to research and clear breaks independently

• Comfortable operating within defined controls and evidencing work for audit

• Effective collaborator who communicates clearly with team members, agent banks, and the fund administrator, and who asks rather than assumes when something looks wrong

• Strong Excel skills



Preferred Qualifications/Skills/Experience

• WSO experience, or Allvue, eFront, or a comparable loan administration platform

• Exposure to IBOR and ABOR environments

• Prior experience covering for a team during a project period, with a fast ramp

• Experience working alongside an offshore delivery team

• Familiarity with AI tools such as Claude, ChatGPT, or Gemini in an operations context



Loan Operations Analyst Overview

• Support the Loan Operations team within Operational Strategy & Delivery (OS&D) in Global Investment Solutions (GIS) during an operational readiness period for a rated note fund

• The role is designed to maintain business-as-usual loan operations and existing service levels while senior members of the Loan Operations team are redeployed to support a project

• Process daily loan servicing activity across a private credit portfolio, including agent notices, rate resets and rollovers, drawdowns and delayed draw activity, paydowns, PIK, and interest and fee accrual reviews

• Support trade settlement across syndicated and private loan trades, including document review and settlement follow-up

• Process cash, prepare and confirm wires, investigate cash breaks, and reconcile positions and cash across internal records, agent and custodian records, and the fund administrator

• Process lifecycle events, including amendments and corporate actions, while accurately capturing changes to loan terms across systems of record

• Handle exceptions, work with the team on resolution, escalate issues early, and clearly document actions taken and the reasons for them

• Partner with the offshore support team on reconciliation, cash operations, and trade operations queues

• Complete routine reporting and data quality checks on loan and position data

• The position requires someone who can ramp quickly from written procedures and a short handoff rather than requiring sustained day-to-day direction



Job Duties

• Process daily loan servicing activity across the private credit portfolio, including agent notices, rate resets and rollovers, drawdowns and delayed draw activity, paydowns, PIK, and interest and fee accrual review

• Support trade settlement across syndicated and private loan trades, including document review and settlement follow-up

• Process cash, prepare and confirm wires, and investigate cash breaks

• Reconcile positions and cash between internal records, agent and custodian records, and the fund administrator, working with each party to clear differences

• Process lifecycle events, including amendments and corporate actions, and accurately capture changes to loan terms across systems of record

• Handle exceptions and work with the team on resolution, escalating early and documenting clearly what was done and why

• Partner with the offshore support team on reconciliation, cash operations, and trade operations queues

• Complete routine reporting and data quality checks on loan and position data

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**