Credit Operations & Client Reporting Associate

This role sits at the intersection of investing, client coverage, and operational execution within a private credit platform. The position supports deal teams, interfaces with investors, and ensures seamless execution and reporting across credit investments. The ideal candidate brings strong technical fluency, operational rigor, and polished communication skills for client-facing interactions. This role is critical in translating complex investment activity into clear, client-friendly narratives while maintaining institutional-grade accuracy in reporting and execution.

• ]:pointer-events-auto scroll-mt-[calc(var(--header-height) min(200px,max(70px,20svh)))]" dir="auto" data-turn-id="request-WEB:c4549c3c-e894-4dbd-96a9-599bd396acd3-0" data-testid="conversation-turn-2" data-scroll-anchor="true" data-turn="assistant">
  
  
  

Job Function

• Support institutional client relationships by responding to inquiries and assisting with investor communications.
• Prepare and maintain investor materials, including performance reports, presentations, and due diligence responses.
• Monitor private credit portfolios, including tracking performance, covenants, and key risk metrics.
• Translate investment activity and credit developments into clear, client-ready summaries.
• Coordinate across investment, legal, compliance, and operations teams to ensure accurate reporting and execution.
• Oversee operational processes such as cash flow tracking, trade settlement, and data reconciliation.
• Assist with fundraising efforts, including RFPs, DDQs, and preparation for client meetings and calls.
  
  
  

Job Requirements

• 3–8 years of client reporting experience coming from Private Credit.
• Strong understanding of:
• Credit products (direct lending, structured credit, asset-based finance).
• Fund structures and reporting.
• Advanced Excel and familiarity with financial systems (e.g., Investran, Geneva, or similar).
  
  

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

44130