[Hiring] Senior/Lead Analyst, Private Credit Operations @Loomis Sayles

Role Description

The Senior/Lead Analyst, Private Credit Operations role will be responsible for supporting all operational activities within the private credit team at Loomis Sayles. The role will present the opportunity to work with multiple teams across the firm including:

• Other operations groups
• Valuations
• Investment management
• Investment product
• Fund services
• Legal and compliance
• Information technology teams

This role will assist in the development and enhancement of the private market operational processes and controls. It will help integrate and maintain private credit workflows into the newly developed operating model of the Loomis Sayles private credit team that exists alongside our traditional public credit environment. This position will report to the Head of Investment Operations.

Job Responsibilities

• Support all operational aspects of the private credit lifecycle, from deal execution through settlement and payoff.
• Perform private credit administration activities, identifying and capturing necessary attributes required to book transactions.
• Serve as the primary contact between Loomis and client custodian banks regarding private investments.
• Assist the investment and legal teams with closing activities and transaction management.
• Act as first line of support to resolve issues with settlement, payment discrepancies, fund administration, agency, and custodial teams.
• Support investment and trading teams with new security setup, trade compliance, and trade execution processes.
• Stay abreast of regulatory requirements and understand investment guidelines across multiple asset classes.
• Assist legal team with deal amendments and coordinate updates to downstream systems.
• Work with Operations and Client Relationship teams to answer custodian questions and investigate discrepancies.
• Act as data steward for all private market data, working with operational teams to update discrepancies.
• Act as Private Market liaison for various cross-functional projects.

Qualifications

• Bachelor’s degree required; degree in Finance, Economics, Math, or Computer Science preferred.
• 7+ years’ experience in a private credit operations role supporting the private credit lifecycle.
• Experience reviewing Private Credit loan documents (credit agreements, amendments, payoffs) for key terms.
• Strong technical skills including proficiency in MS Excel and ability to learn new systems.
• Solid math and quantitative skills.
• Ability to prioritize competing demands for time and attention.
• Ability to work independently and demonstrate a high level of self-management.
• Attention to detail and highly organized.
• Ability to think critically and challenge the norm.
• Experience implementing new processes and operating models.
• Effective written and oral communication skills.

Requirements

• Salary range: $105,000 - $140,000 USD.
• Starting salary based on experience, skills, qualifications, and local benchmarking.
• Eligible for a discretionary annual incentive award based on individual and company performance.

Benefits

• Health & Welfare: Medical, dental, and supplemental health plans.
• Retirement Savings.
• Paid Time Off.
• Company-Provided Leave Benefits.
• Life and Disability Insurance.
• Work/Life and Wellness Resources.
• Locally Relevant Perks and Programs.