Senior Associate Diversified Credit

Senior Associate Diversified Credit Overview

• The Senior Associate Diversified Credit will support portfolio-level fund operations and project management for diversified credit strategies.
• Collaborate with senior executives to develop and launch innovative financial products.
• Drive client solutions initiatives, ensuring seamless coordination across departments and external stakeholders.
• Administer and monitor fund-level debt facilities, including lender coordination and covenant tracking.
• Prepare financial models to inform projections and budgeting for diversified credit products.
• Ensure compliance with tax and regulatory requirements, including RIC-related criteria.
• Develop polished summaries and presentations to inform senior leadership decision-making.
• Foster a collaborative environment, building trust across internal teams and external partners.

Senior Associate Diversified Credit Key Responsibilities & Duties

• Coordinate timelines, workstreams, and deliverables for client solutions initiatives from inception to completion.
• Administer fund-level debt facilities, including reporting and lender coordination.
• Assist in RFP processes for new financing initiatives, preparing materials and liaising with lenders.
• Track liquidity, tax, and regulatory compliance for registered fund products.
• Support financial modeling activities to aid in budgeting and projections.
• Execute client solutions initiatives, ensuring structured and timely completion.
• Prepare detailed internal reports and presentations for senior leadership.
• Manage multiple workstreams with accuracy, discretion, and sound judgment.

Senior Associate Diversified Credit Job Requirements

• Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field.
• 3-8 years of experience in asset management, fund administration, or investment banking.
• Strong project management skills with a proven track record of driving initiatives.
• Proficiency in financial modeling and familiarity with private and registered fund structures.
• Excellent communication and interpersonal skills for cross-functional collaboration.
• High proficiency in MS Excel, Word, and PowerPoint.
• Ability to handle sensitive information with discretion and integrity.
• Self-starter with a proactive approach to problem-solving and initiative execution.