Sr. Analyst, Investment Liaison, Fixed Income​/Private Credit

The Sr. Analyst, Investment Liaison, Fixed Income/Private Credit will oversee the entire transaction lifecycle for private credit investments, facilitating coordination between various teams during deal execution. The role requires a minimum of 5 years of relevant experience and strong detail orientation to manage complex operational processes and stakeholder engagement effectively.

The Sr. Analyst, Investment Liaison, Fixed Income/Private Credit will support the full transaction lifecycle for private credit investments, serving as a central coordination point before, during, and after deal execution between investment teams, trading, legal, compliance, operations, valuation, accounting, audit, external agents, administrators, trustees, borrowers, sponsors, and portfolio companies.

This role is responsible for coordinating operational and information readiness ahead of execution; supporting deal closing, funding, allocation, and settlement; and managing transactions through their post-close lifecycle. The Investment Liaison will also play a key role in complex debt reorganizations, restructurings, exchanges, amendments, liability management transactions, workouts, and other events requiring close coordination across investment, legal, trading, operations, accounting, valuation, and external counter parties.

The successful candidate will bring strong investment judgment, attention to detail, resourcefulness, and the ability to manage competing priorities in a fast-paced environment. This individual will help ensure transaction readiness, execution support, operational control, and data integrity across a growing private credit platform while building effective relationships with internal and external stakeholders.

• Support the end-to-end lifecycle of private credit transactions, including pre-trade and pre-close readiness, deal setup, execution and settlement coordination, funding, allocations, position maintenance, amendments, paydowns, restructurings, refinancings, corporate actions, and other ongoing deal events.
• Review and coordinate key transaction information before execution, including security and instrument terms, legal entities, borrower details, lender allocations, cash flow terms, funding mechanics, settlement requirements, pricing inputs, documentation requirements, and operational dependencies.
• Partner with portfolio management, research, trading, legal, compliance, operations, accounting, valuation, and data teams to identify and resolve transaction requirements or operational issues that could affect execution, closing, settlement, booking, valuation, or ongoing maintenance.
• Monitor open transaction items from initial deal preparation through closing and post-close stabilization, coordinating follow-up to ensure records, documentation, cash flows, positions, and system setup remain complete and aligned with governing documentation.

• Serve as a primary liaison with external entities, including administrative agents, trustees, loan servicers, fund administrators, borrowers, sponsors, legal counsel, restructuring advisors, and portfolio company contacts, to obtain and coordinate required deal documentation, execution information, and ongoing transaction support.
• Coordinate requests for financial statements, compliance certificates, borrowing base information, capital structure details, amendment materials, rate notices, payment notices, lender communications, valuation support, and other company or transaction-level documents.
• Track and escalate missing, incomplete, or inconsistent information to ensure timely resolution and appropriate risk awareness.
• Build strong working relationships with internal and external partners to improve transparency, responsiveness, and operational efficiency across the private credit lifecycle.

• Coordinate operational execution of complex debt reorganizations and restructuring events, including amendments, exchanges, tenders, consent solicitations, refinancings, recapitalizations, liability management transactions, workouts, distressed exchanges, and other issuer- or lender-driven events.
• Partner with portfolio managers, analysts, traders, legal counsel, operations, accounting, valuation, custodians, agents, and other stakeholders to translate transaction terms and legal…