Private Credit Deal Closing Specialist III

Trinus Corporation; Newport Beach (CA); In loco; USD 110.000 - 160.000; Tempo pieno

Descrizione del lavoro

Pacific Life seeks a detail-oriented Deal Closing Specialist to join its Private Credit Investment Management team in Newport Beach. You will coordinate private credit transactions from trade approval through funding and closing, interfacing with Legal, Operations, Treasury, Compliance, and Risk teams.

The ideal candidate has at least 5 years in finance/investment operations with fixed income and private credit experience, plus strong organizational and stakeholder management skills to manage

Competenze

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or related field.
• At least 5 years of experience in Finance, Investment Operations, or related field.
• Hands-on experience with Fixed Income Investments.
• Experience with Private Credit Transactions.
• Proficiency in Microsoft Office Suite.
• Strong organizational, communication, and stakeholder management skills.

Mansioni

• Coordinate private credit transactions from trade approval through funding and closing.
• Coordinate due diligence, deal approvals, and Investment Committee documentation.
• Collaborate with Legal, Operations, Treasury, Compliance, and Risk Management teams.
• Coordinate trade tickets, pricing confirmations, funding notices, and legal document execution.
• Maintain accurate deal documentation and ensure post-closing files are complete.
• Support portfolio allocations, deal setup, and post-closing activities.
• Ensure compliance with internal policies and regulatory requirements, including OFAC.
• Track deal progress, identify potential risks, and provide status updates.
• Manage multiple transactions and deadlines to ensure smooth deal execution.

Conoscenze

Finance knowledge

Investment operations

Deal coordination

Stakeholder management

Attention to detail

Communication skills

Formazione

Bachelor's degree in Finance or related field

Strumenti

Microsoft Office Suite

Descrizione del lavoro

We are seeking a detail-oriented and experienced Deal Closing Specialist to join the Private Credit Investment Management team at Pacific Life.

The ideal candidate will have a strong background in fixed income investments, private credit transactions, investment operations, and deal execution. This role involves coordinating private credit transactions from trade approval through closing and funding while working closely with internal teams and external stakeholders.

Key Responsibilities:

• Coordinate private credit transactions from trade approval through funding and closing.
• Coordinate due diligence, deal approvals, and Investment Committee documentation.
• Work closely with Legal, Operations, Treasury, Compliance, and Risk Management teams.
• Coordinate trade tickets, pricing confirmations, funding notices, and legal document execution.
• Maintain accurate deal documentation and ensure post-closing files are complete.
• Support portfolio allocations, deal setup, and post-closing activities.
• Ensure compliance with internal policies and regulatory requirements, including OFAC.
• Track deal progress, identify potential risks, and provide status updates.
• Manage multiple transactions and deadlines while ensuring smooth deal execution.

Must-Have Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field.
• Minimum 5 years of experience in Finance, Investment Operations, or a related field.
• Hands-on experience with Fixed Income Investments.
• Experience with Private Credit Transactions.
• Proficiency in Microsoft Office Suite.
• Strong organizational, communication, and stakeholder management skills.
• Excellent attention to detail and ability to manage multiple priorities.

Nice to Have:

• Familiarity with legal documentation and compliance requirements.
• Experience coordinating investment deal closings and funding processes.
• Knowledge of OFAC and investment transaction documentation.

What We're Looking For:

A proactive professional with private credit and fixed income experience who can independently manage complex deal-closing activities, coordinate multiple stakeholders, and ensure transactions are completed accurately and within tight deadlines.