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Private Credit Loan Closing Analyst/Associate

Private Credit Loan Closing Analyst/Associate

CompanyAllianceBernstein
LocationAustin, TX, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • Bachelor’s Degree in Business, Finance, Accounting or Economics
  • Experience in the Private Corporate Credit space/middle market loan space
  • 1+ years of experience in loan operations or related field
  • Proactive, self-motivated, excellent organizational, analytical and communication skills
  • Ability to effectively prioritize work, adapt and make decisions in a fast and challenging environment where tasks can change daily
  • High attention to detail and a high standard for accuracy and responsiveness
  • Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word required

Responsibilities

  • Monitor and analyze loan performance, including financial statements, covenant compliance, and borrower communication
  • Manage the loan closing process, including coordinating with legal counsel, reviewing loan documentation, and ensuring timely funding
  • Coordinate trade and lifecycle activities between loan closer, back-office, Fund Administrator and Treasury/Cash management
  • Maintain accurate loan records and ensure compliance with internal policies and procedures
  • Work closely with the investment team to identify and mitigate risks in the loan portfolio
  • Communicate with borrowers and external service providers to resolve issues and ensure timely loan servicing
  • Prepare reports and presentations for senior management and investors on loan performance and portfolio trends

Preferred Qualifications

  • Knowledge of private credit loan structures and documentation preferred
  • Knowledge of PowerBI and SentryPM platforms preferred