Company
A global alternative investment firm with approximately $22 billion in assets, focused on asset-based investments in the private specialty finance, real assets, and aviation markets.
Role
As member of the Middle Office / Operations Group, you will support the European-based Investment Professionals from an operational perspective. This includes assistance in preparing the investment initiation process, coordinating the investment process with all relevant stakeholders, overseeing and controlling these investments over their life cycle and providing regular investment status updates to Investment Professionals and Senior Management. You will also assist Investment Professionals with operational execution when exiting investments.
Major Responsibilities
- Support all European strategies with deal reviews, investment approvals, deal closings, deal maintenance and deal exit (with a specific focus on Specialty Finance and investments in Spain).
- Manage and coordinate internal and external parties to progress deals from the LOI/Term Sheet stage through entity formation, structuring and ultimate deal closing.
- Execute and coordinate trade support processes related to securities, derivatives, loans, in collaboration with the Treasury team and Minneapolis based Middle Office team.
- Manage investment reporting processes and investment information in applicable systems.
- Ensure implementation of processes and procedures to support substance requirements in relevant jurisdictions including, but not limited to, statutory books and recordkeeping, offshore directors and supporting governance requirements, etc.
Qualifications
- A degree in Accounting, Finance, Business, Management or equivalent is preferred.
- Experience in Private Equity, Banking, Fund Management, Accountancy, or Operational controls
- Professional qualifications are advantageous.
- Additional European languages, in particular Spanish are highly desirable.
- Strong operational process knowledge and control mind-set.
- Expertise in the operational support of loans, securitizations or other debt/credit linked instruments, and/or Real Estate
- The ability to understand complex financial products across a broad spectrum of investment types and underlying industries.
- Good understanding of accounting
