Assistant Vice President, Principal Finance Operations

Macquarie Group; New York (NY); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health Savings Account

Paid time off

Hybrid work

Work from home equipment

Job summary

Macquarie Group is seeking to strengthen its Principal Finance team within Macquarie Capital to support a broad portfolio across private credit, private equity and real estate products. The role involves end-to-end transaction management, execution, and ongoing administration with a focus on data integrity in loan systems and cross-functional collaboration.

You will engage with deal teams, legal, credit and IT to drive efficient operations, staff engagement and day-to-day management of the

Qualifications

• 5+ years of experience in financial services within middle office or operations.
• Experience with LoanIQ or ACBS in end-to-end deal delivery.
• Ability to interpret credit agreements and understand financial concepts.
• Strong communication with clients and internal stakeholders (deal team, legal, credit, IT).
• Experience with large data sets and Excel.

Responsibilities

• End-to-end transaction management for a portfolio of investments.
• Operational analysis of proposed transactions and approvals coordination.
• Coordinate with internal and external stakeholders for transaction closing and administration.
• Own loan data in LoanIQ and related systems; oversee loan administration activities.

Skills

Middle office ops

LoanIQ/ACBS

Credit documentation

Excel

Presentation skills

Education

Bachelor's degree in finance or related field

Job description

Join the Principal Finance group in Macquarie Capital and be a part of the Global Operations team responsible for the management of our principal investing portfolio, from pre-acquisition to divestment. The Principal Finance team in Macquarie Capital operates globally, providing flexible primary financing solutions and engaging in secondary market investing, across the capital structure, in both the corporate and real estate sectors. The team has extensive experience across a variety of industry groups including real estate, infrastructure, telecommunications, media, entertainment and technology, leisure, and healthcare.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

As part of our middle office/operations function you will work directly with the principal investing deal team and key external service providers where you will be responsible for supporting a large and well-connected investing business for all operational management and execution activities supporting private credit, private equity and real estate product lines. Your responsibilities will include end-to-end transaction management for a portfolio of investments and include operational analysis of proposed transactions, advising and coordinating approvals across internal and external stakeholder, transaction closing and ongoing administration including implementation of appropriate procedures for effective day-to-day management. You will have ownership of data in loan management and peripheral systems and approval responsibility of loan administration activity within LoanIQ and other systems. You will also be responsible for staff engagement, development and day to day management.

What You Offer

• 5+ years of experience in financial services within middle office or operations functions, with prior experience utilizing Loan IQ, ACBS or equivalent corporate loan management system, as part of end-to-end operational delivery of a portfolio of bilateral and syndicated deals
• Proficient in reviewing, interpreting and opining on credit agreements and other legal documentation, with a solid understanding of financial, accounting and valuation concepts
• Strong communication skills with ability to coordinate effectively with clients and internal stake holders (deal team, legal, credit, finance, IT, etc)
• Experience working with large and complex data sets, with strong Excel and presentation skills
• Minimum of a bachelor’s degree, ideally in finance, business, economics or accounting

Salary range for the role: $130,000- $180,000 per year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. We offer a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

What We Offer

Benefits

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:

• 1 wellbeing leave day per year and a minimum of 25 days of annual leave
• 20 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers
• 2 days of paid volunteer leave and donation matching
• Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
• Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Recognition and service awards
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Macquarie Capital

Macquarie Capital partners with businesses, startups and governments to connect ideas to capital and help drive innovation, growth and create real-world impact. Our global corporate advisory, investing, development and equities capabilities are underpinned by a full spectrum of capital markets solutions and deep sector expertise, with a focus on infrastructure and real assets, technology, software and services, and resources, energy and materials.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable accommodation to individuals who may need support during the recruitment process and employment. If you require an accommodation, please let us know during the application process.