Global Principal Finance Operations Lead

Macquarie Global Services; New York (NY); Hybrid; USD 170,000 - 230,000; Full time

Benefits offered by this job

Wellbeing leave day

Parental leave

Volunteer leave

Medical, dental & vision insurance

Health savings account

Life insurance

401(k)

Learning & development

Home-office equipment reimbursement

Employee Assistance Program

Job summary

Macquarie Capital's Principal Finance group seeks an experienced operations professional to support a diversified investing portfolio, including private credit, private equity and real estate product lines. You will manage end-to-end processes, coordinate approvals, and own data in loan management systems.

The role emphasizes handling loan administration activities, staff engagement, and day-to-day leadership within a high-impact team across global markets.

Qualifications

• 8+ 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 stakeholders (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

Responsibilities

• 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.
• Ownership of data in loan management and peripheral systems and approval responsibility of loan administration activity within LoanIQ and other systems.
• Staff engagement, development and day to day management.

Skills

Financial services experience

Communication skills

Data analysis

Excel proficiency

Education

Bachelor's degree in finance, business, economics or accounting

Tools

LoanIQ

ACBS

Excel

Job description

Macquarie Capital's Principal Finance group seeks an experienced operations professional to support a diversified investing portfolio, including private credit, private equity and real estate product lines. You will manage end-to-end processes, coordinate approvals, and own data in loan management systems.

The role emphasizes handling loan administration activities, staff engagement, and day-to-day leadership within a high-impact team across global markets.