Senior Finance Associate – Private Credit Leverage Management

Company Overview

A leading global private investment firm with approximately $215 billion in assets under management is seeking a professional to join their Credit team. The role involves managing leverage facilities and overseeing liquidity planning across various private credit funds.

• Manage leverage facilities including middle market CLOs, asset-backed facilities, and fund-level financing arrangements.
• Oversee liquidity planning across a spectrum of levered private credit funds, including BDCs, evergreen funds, and SMAs.
• Forecast fund-level liquidity and leverage metrics, factoring in new deal pipeline, realizations, and use of financing facilities.
• Prepare borrowing/paydown requests to maintain appropriate liquidity for new deal funding and other cash needs.
• Maintain and advise Portfolio Management team on fund-level liquidity and leverage statistics over various time horizons and stressed scenarios.
• Maintain borrowing bases and portfolio surveillance models to support liquidity and financing facility management processes.
• Optimize financing facility collateral to maximize availability and manage against facility concentration limits and eligibility criteria.
• Drive collateral reporting process with trustees and other reporting requirements with lenders for credit facilities and CLOs.
• Coordinate with lenders, trustees, and operations to execute quarterly waterfall distributions for credit facilities and CLOs.
• Coordinate with rating agencies to obtain credit estimates for portfolio companies.
• Facilitate lender asset review process with deal teams ahead of primary deal fundings.
• Assist in the development and implementation of processes and technology solutions to improve day-to-day efficiency and accuracy.

• 2-4 years of relevant work experience, preferably within private credit and/or CLOs.
• Four-year college degree with a strong academic background.
• Strong Microsoft Excel skills.

Salary: $95,000 – $110,000, Plus Bonus