Operations Associate

Charlotte, North Carolina • $90,000-$105,000

About the Company: 

Our client is a global credit investment manager with over $40 billion in AUM investing across public and private strategies, including a direct lending platform that provides customized financing solutions to middle-market companies across industries.

 

Responsibilities: 

  • Oversee the capital activity process across fund complexes and multiple funds-of-one including overseeing investor subscriptions, redemptions, and transfers for evergreen funds
  • Manage capital activity for commitment-based funds including multiple closings, capital calls, and distributions
  • Coordinate the investor document collection process
  • Review reconciliation with fund administrators to ensure accurate processing of capital activity and investor records
  • Produce and update internal reporting for multiple teams
  • Assist with cross-departmental projects
  • Support CRM framework projects

 

Requirements: 

  • Bachelor’s degree required
  • 2-3 years of related experience at an alternative investment firm
  • Experience interacting with investors
  • Strong Excel skills
  • Experience with CRM systems or willingness to learn

 

Salary Range: 

$90,000-$105,000

 

 

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