Senior Private Credit Operations Consultant

PTR Global; Boston (MA); On-site; USD 124,000 - 129,000; Part time

Benefits offered by this job

Medical, dental, vision benefits

401K contributions

PTO and sick leave

Job summary

PTR Global is seeking a Senior Private Credit Operations Consultant to guide the launch of a rated note fund. Based in Boston or New York, you will define operating models, develop procedures, and ensure readiness across cash management, fund administration, and compliance.

You will bring 10+ years in private credit/fund ops, with experience managing fund administrator relationships and drafting SOPs, playbooks, and SLAs.

Qualifications

• 10+ years of experience in private credit operations, loan operations, fund operations, or fund administration.
• Deep knowledge of the private credit loan lifecycle, including revolving and delayed draw facilities.
• Experience managing third-party fund administrator relationships and defining oversight models.
• Proven ability to produce operating procedures, playbooks, RACI, and SLA documentation.

Responsibilities

• Define the target state operating model for the fund, including responsibilities between the company and the fund administrator.
• Develop operating procedures and playbooks across key workstreams such as cash management, fund administration, compliance, and loan servicing.
• Identify control points, handoffs, and risks to ensure readiness for the fund launch.
• Draft and validate SLA definitions and establish oversight models for administrator relationships.
• Define loan and fund data requirements for compliance, reporting, and rating agency needs.
• Trace data quality issues to their root causes and recommend durable solutions.
• Collaborate with internal teams to ensure all documentation is validated and actionable.

Skills

Private credit operations

Fund operations

Liaison with fund administrator

SLA / SOP development

Education

CPA or CFA certification

Tools

WSO

eFront

Allvue

Job description

Position: Private Credit OperationsConsultant
Location: Boston, Massachusetts / New York, NY
Duration: Contract
Job ID: 179775

Job Overview:

This role involves providing senior subject matter expertise across the private credit and fund operations lifecycle to support the launch of a rated note fund. The consultant will work collaboratively with internal teams to define operating models, produce documentation, and ensure operational readiness. The role is both advisory and hands-on, requiring expertise in private credit operations and fund administration.

Responsibilities:

• Define the target state operating model for the fund, including responsibilities between the company and the fund administrator.
• Develop operating procedures and playbooks across key workstreams such as cash management, fund administration, compliance, and loan servicing.
• Identify control points, handoffs, and risks to ensure readiness for the fund launch.
• Draft and validate SLA definitions and establish oversight models for administrator relationships.
• Define loan and fund data requirements for compliance, reporting, and rating agency needs.
• Trace data quality issues to their root causes and recommend durable solutions.
• Collaborate with internal teams to ensure all documentation is validated and actionable.

Qualifications:

• 10+ years of experience in private credit operations, loan operations, fund operations, or fund administration.
• Deep knowledge of the private credit loan lifecycle, including revolving and delayed draw facilities.
• Experience managing third-party fund administrator relationships and defining oversight models.
• Proven ability to produce operating procedures, playbooks, RACI, and SLA documentation.
• Strong collaboration skills in a matrixed organization, with the ability to align stakeholders and manage risks effectively.
• Ability to operate at both strategic and tactical levels, independently driving workstreams forward.

Strongly Preferred:

• Experience with rated note fund structures, compliance, and waterfall mechanics.
• Familiarity with rating agency reporting requirements and associated data needs.
• Involvement in fund launches with hard readiness gates.
• Knowledge of private credit structures, including direct lending, broadly syndicated loans, and mezzanine.
• Exposure to third-party administrator models and systems such as WSO, eFront, or Allvue.

Also Useful:

• Experience with restructures, workouts, and distressed exchanges.
• Familiarity with AI tools for process documentation and data analysis.
• CPA or CFA certification.

About PTR Global:

PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit www.ptrglobal.com

At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:

• Pay any fee to be considered for, submitted to, or selected for any opportunity.
• Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
• Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.

Pay Range:

$90- $94

The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.

If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at [phone]. To report any concerns, please email us at [e-mail]

During the hiring process, we may use artificial intelligence (AI) tools to assist in evaluating information related to your application. These tools may help analyze job-related qualifications or assist recruiters in reviewing applications and interview responses. AI-generated information is one factor considered in our hiring process. Final employment decisions are made by qualified hiring personnel and are not based solely on AI-generated recommendations.

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