AVP, Private Credit Operations

InforCapital; New York, Northern (NY, KY); Hybrid; USD 165,000 - 195,000; Full time

Job summary

Oaktree is seeking an Assistant Vice President to execute and support operational activities within the private credit deal lifecycle, collaborating with investment professionals, legal and compliance, accounting and tax, technology, and reporting teams.

The role focuses on deal funding, asset setup, monitoring and reporting, with responsibility to review credit agreements and fee letters, manage banking relationships, and coordinate with banks, rating agencies, co-investors and auditors.

Qualifications

• 6-8 years of experience in operations at an asset management company or financial services firm.
• 1+ years of private credit investment operations and middle-office support, including reviewing private credit documents for key terms.
• Strong knowledge of private credit fund concepts across a range of strategies.

Responsibilities

• Act as a key member of a dedicated middle office team that serves as a hub for private deals and facilitates private deal closing activities.
• Coordinate with internal stakeholders and external counterparties to ensure accurate and efficient deal fundings, asset set up, investment monitoring and reporting accuracy.
• Review private deal pipeline on a regular basis to ensure that all deals are tracked in a timely manner.
• Analyze legal documents, such as credit agreements and fee letters, to identify critical terms for each private deal.
• Assist in managing all banking, custodian and facility relationships across the credit platform.
• Oversee outside stakeholder reporting and communication with banks, rating agencies, co-investors, auditors, or other parties.

Skills

Private credit operations

Middle-office support

Credit agreements review

Data management

Stakeholder coordination

Financial services

Job description

Oaktree is seeking an Assistant Vice President to execute and support operational activities within the private credit deal lifecycle, collaborating with investment professionals, legal and compliance, accounting and tax, technology, and reporting teams.

The role focuses on deal funding, asset setup, monitoring and reporting, with responsibility to review credit agreements and fee letters, manage banking relationships, and coordinate with banks, rating agencies, co-investors and auditors.