Senior Private Credit Loan Operations Analyst

Rose International; Boston (MA); Hybrid; USD 156,000 - 166,000; Full time

Job summary

Rose International seeks a Senior Private Credit Loan Operations Analyst in Boston, MA. Hybrid work arrangement with on-site days required, supporting daily loan servicing and trade settlement for a private credit portfolio.

The role involves reconciling cash and positions, processing life-cycle events, and ensuring high data quality. Requires 4–8 years in loan ops, strong Excel, and familiarity with LSTA/LMA docs.

Qualifications

• 4–8 years in loan operations, servicing, or middle-office in asset manager, insurer, or bank.
• Working knowledge of syndicated and private loan lifecycle, including agent notices and rate mechanics.
• Familiarity with private credit structures (revolvers, delayed draw) and their operational demands.
• Trade settlement experience under LSTA or LMA documentation.
• Reconciliation experience with ability to research and clear breaks independently.
• Comfortable operating within defined controls and evidencing audit readiness.
• Strong collaboration with team members, agent banks, and fund administrator; asks questions when unsure.
• Strong Excel skills.

Responsibilities

• Process daily private credit loan servicing, including notices, rate resets, drawdowns, pay downs, PIK, and accrual reviews.
• Support trade settlement across syndicated and private loans, reviewing documents and follow-up.
• Process cash, prepare wires, investigate cash breaks, and reconcile with fund administrator records.
• Reconcile positions and cash between internal records, agent and custodian records, and the fund administrator.
• Process lifecycle events (amendments, corporate actions) and capture loan term changes across systems.
• Handle exceptions; escalate and document actions and reasons.
• Partner with offshore support on reconciliation, cash ops, and trade ops queues.
• Complete routine reporting and data quality checks on loan data.

Skills

Documentation

MS Excel

Research

Education

High School Diploma

Tools

Allvue

eFront

WSO

Job description

Date Posted: 09/16/2026

Hiring Organization: Rose International

Position Number: 507630

Industry: Insurance

Job Title: Senior Private Credit Loan Operations Analyst

Job Location: Boston, MA, USA, 02116

Work Model: Hybrid

Work Model Details: Hybrid- coming 2- 3 days onsite

Shift: Mon to Fri 8:00 am to 5:00 pm

Employment Type: Temp to Hire

FT/PT: Full-Time

Estimated Duration (In months): 6

Min Hourly Rate($): 75.00

Max Hourly Rate($): 80.00

Must Have Skills/Attributes: Documentation, MS Excel, Research

Experience Desired: Experience in loan operations, loan servicing or middle office operations (4-8 yrs); Experience in trade settlement under LSTA or LMA documentation (3-5 yrs); Experience working with IBOR and/or ABOR environments (3+ yrs); Familiarity with AI tools such as Claude, ChatGPT, or Gemini in an operations context (3+ yrs)

Required Minimum Education: High School Diploma or equivalent

C2C is not available

Job Description

Required Education

• High School Diploma

Required Qualifications/Skills/Experience

• 4 to 8 years of experience in loan operations, loan servicing, or middle-office operations at an asset manager, alternative investment firm, insurer, bank, or fund administrator
• Working knowledge of the syndicated and private loan lifecycle, including agent notice interpretation and rate-setting mechanics
• Familiarity with private credit structures, including revolvers and delayed draw facilities and the operational demands they create
• Trade settlement experience under LSTA or LMA documentation
• Reconciliation experience, with a demonstrated ability to research and clear breaks independently
• Comfortable operating within defined controls and evidencing work for audit
• Effective collaborator who communicates clearly with team members, agent banks, and the fund administrator, and who asks rather than assumes when something looks wrong
• Strong Excel skills

Preferred Qualifications/Skills/Experience

• WSO experience, or Allvue, eFront, or a comparable loan administration platform
• Exposure to IBOR and ABOR environments
• Prior experience covering for a team during a project period, with a fast ramp
• Experience working alongside an offshore delivery team
• Familiarity with AI tools such as Claude, ChatGPT, or Gemini in an operations context

Loan Operations Analyst Overview

• Support the Loan Operations team within Operational Strategy & Delivery (OS&D) in Global Investment Solutions (GIS) during an operational readiness period for a rated note fund
• The role is designed to maintain business-as-usual loan operations and existing service levels while senior members of the Loan Operations team are redeployed to support a project
• Process daily loan servicing activity across a private credit portfolio, including agent notices, rate resets and rollovers, drawdowns and delayed draw activity, paydowns, PIK, and interest and fee accrual reviews
• Support trade settlement across syndicated and private loan trades, including document review and settlement follow-up
• Process cash, prepare and confirm wires, investigate cash breaks, and reconcile positions and cash across internal records, agent and custodian records, and the fund administrator
• Process lifecycle events, including amendments and corporate actions, while accurately capturing changes to loan terms across systems of record
• Handle exceptions, work with the team on resolution, elevate issues early, and clearly document actions taken and the reasons for them
• Partner with the offshore support team on reconciliation, cash operations, and trade operations queues
• Complete routine reporting and data quality checks on loan and position data
• The position requires someone who can ramp quickly from written procedures and a short handoff rather than requiring sustained day-to-day direction

Job Duties

• Process daily loan servicing activity across the private credit portfolio, including agent notices, rate resets and rollovers, drawdowns and delayed draw activity, paydowns, PIK, and interest and fee accrual review
• Support trade settlement across syndicated and private loan trades, including document review and settlement follow-up
• Process cash, prepare and confirm wires, and investigate cash breaks
• Reconcile positions and cash between internal records, agent and custodian records, and the fund administrator, working with each party to clear differences
• Process lifecycle events, including amendments and corporate actions, and accurately capture changes to loan terms across systems of record
• Handle exceptions and work with the team on resolution, escalating early and documenting clearly what was done and why
• Partner with the offshore support team on reconciliation, cash operations, and trade operations queues
• Complete routine reporting and data quality checks on loan and position data
• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

Benefits

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).