Manager, Principal Finance Operations

Macquarie; New York (NY); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Wellbeing leave

Annual leave

Parental leave

Donation matching

Insurance (medical/dental/vision)

Health Savings Account

Dependent care accounts

Life insurance

Disability insurance

401(k)

Hybrid work

WFH equipment reimbursement

Employee Assistance Program

Job summary

Macquarie Capital is seeking an experienced Manager (Assistant Vice President) in Principal Finance Operations in New York. You will support a large investing business from pre‑acquisition to divestment across private credit, private equity and real estate, handling data, approvals and loan administration with LoanIQ governance.

The role requires strong technical and analytical capabilities, stakeholder coordination and leadership to guide day‑to‑day operations and staff development within a

Qualifications

• 5+ years of experience in financial services within middle office or operations.
• Proficient in reviewing, interpreting and opining on credit agreements and other legal documentation.
• 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 operational analysis of proposed transactions.
• Advise and coordinate approvals across internal and external stakeholders, transaction closing and ongoing administration.
• Ownership of data in loan management and approval of loan administration in LoanIQ and other systems.
• Staff engagement, development and day‑to‑day management.

Skills

Financial analysis

Credit risk understanding

Stakeholder management

Excel proficiency

Education

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

Tools

Loan IQ

ACBS

Job description

Manager (Assistant Vice President), Principal Finance Operations

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

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.