Investment Operations Associate

The Planet Group; New York (NY); Hybrid; USD 103,000 - 110,000; Full time

Job summary

The Planet Group is seeking an experienced Analyst – Loan Operations to support the day-to-day operations of a private credit portfolio. You will focus on loan servicing, trade settlement, cash management, reconciliations, and resolving operational issues.

Hybrid work arrangement, with 2–3 days onsite. The contract is approximately 6 months, with potential extension, and pay rate is $75–$80 per hour.

Qualifications

• 4–8 years of experience in loan operations, servicing or middle-office.
• Experience with syndicated and private loan lifecycles.
• Knowledge of agent notices and rate-setting mechanics.
• Experience with private credit structures, including revolvers and delayed-draw facilities.

Responsibilities

• Process daily loan servicing activities, including agent notices, rate resets, rollovers, drawdowns, paydowns, PIK, and interest/fee accruals.
• Support settlement of syndicated and private loan trades, including document review and follow-up.
• Process cash and wires and investigate cash breaks.

Skills

Loan operations

Loan servicing

Middle-office operations

Syndicated/private loan lifecycles

Agent notices & rate setting

Private credit structures (revolvers,

Delayed-draw facilities

Job description

Work Arrangement: Hybrid – 2–3 days onsite

Duration: Approximately 6 months, with possibility of extension

Pay Rate: $75–$80/hour

Job Summary

We are seeking an experienced Analyst – Loan Operations to support the day-to-day operations of a private credit portfolio. This role will focus on loan servicing, trade settlement, cash management, reconciliations, and resolving operational issues.

Responsibilities

• Process daily loan servicing activities, including agent notices, rate resets, rollovers, drawdowns, paydowns, PIK, and interest/fee accruals.
• Support settlement of syndicated and private loan trades, including document review and follow-up.
• Process cash and wires and investigate cash breaks.

Requirements

• 4–8 years of experience in loan operations, loan servicing, or middle-office operations.
• Experience with syndicated and private loan lifecycles.
• Knowledge of agent notices and rate-setting mechanics.
• Experience with private credit structures, including revolvers and delayed-draw facilities.