Senior Operations Consultant – Loan Operations – Lead complex loan administration activities ac[
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-13
Listing for:
Beta Search
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Compliance, Banking Operations, Risk Manager/Analyst
Job Description & How to Apply Below
Location: New York
Seeking a Senior Operations Consultant with extensive Loan Operations experience to support strategic consulting engagements across the asset management and alternative investment industry. This consultant will provide both hands on operational support and subject matter expertise while leading operational improvements, onboarding initiatives, and complex issue resolution activities.
The successful candidate will possess deep expertise across syndicated loans, private credit, CLOs, CDOs, and other structured credit products, while partnering with business and technology stakeholders to enhance operational processes and support business transformation initiatives.
Key Responsibilities Loan Operations Leadership- Lead complex loan administration activities across multiple portfolios.
- Oversee asset setup, maintenance, and operational controls.
- Review and oversee loan trade processing and settlements.
- Lead processing of agent notices and corporate actions.
- Provide subject matter expertise across the complete loan trade lifecycle.
- Oversee daily cash and position reconciliations.
- Lead investigation and resolution of complex reconciliation breaks.
- Coordinate issue resolution with custodians, counter parties, and internal teams.
- Monitor operational controls and recommend improvements.
- Develop and maintain operational procedures.
- Create KPI and MIS reporting packages.
- Identify opportunities to improve operational efficiency.
- Support operational transformation initiatives.
- Lead onboarding of new clients, products, and operational workflows.
- Mentor junior consultants and provide operational guidance.
- Partner with Operations, Technology, Fund Accounting, and external service providers to ensure successful delivery.
- Bachelor's degree in Finance, Accounting, Business, or a related discipline.
- 5-10+ years of experience within Loan Operations, Loan Administration, Middle Office, or Fund Operations.
- Extensive experience supporting:
- Syndicated Loans
- Bilateral Loans
- Private Credit
- Private Debt
- CLOs
- CDOs
- Credit Funds
- Strong understanding of complex investment products and operational workflows.
- Extensive experience with loan settlements and operational controls.
- Demonstrated experience leading operational initiatives and process improvements.
Experience with one or more of the following:
- Solvas
- Clear Par
- DTCC
- Euroclear
- Microsoft Excel
- Microsoft Office Suite
- Excellent analytical and problem solving abilities.
- Strong leadership and mentoring skills.
- Outstanding organizational skills.
- Exceptional attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities in a fast paced consulting environment.
- Strong client relationship management skills.
- Ability to influence operational improvements across cross functional teams.
Position Requirements
10+ Years
work experience
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