Senior Private Credit Deal Closing Specialist: 26-00208

Published: 6/14/2022

Job Description

SENIOR PRIVATE CREDIT DEAL CLOSING SPECIALIST

Location; Newport Beach, Ca or Charlotte, NC (4 days onsite, 1 day remote)

JOB DESCRIPTION

We are seeking a highly organized and detail-oriented Deal Closing Specialist to join our Private Credit Investment Management team. The successful candidate will be responsible for coordinating deals from trade approval through funding, ensuring seamless execution and collaboration across all involved parties.

KEY RESPONSIBILITIES

Due Diligence

Coordinate due diligence processes, ensuring all required information is collected and reviewed.

Execution

Pipeline management across all private credit sub-teams.
Attend Investment Committee meetings and ensure deal authorization is complete and documented.
Support swap indemnity letters and deal-specific documentation.
Provide post-closing notice contacts to external parties to support asset management.
Capture and store final documents.
Ensure files are complete post-closing, and serve as point of contact for internal teams regarding deal documentation.
Confirm payoff details and assist in reconciliation of special situations.

Coordination

Serve as the primary point of contact between internal teams (legal, operations, treasury, compliance, risk management) and external stakeholders (banks, legal advisors).
Coordinate communications between internal and external stakeholders.
Coordinate trade ticket completion.
Coordinate various closing elements including receipt of pricing confirms and funding notices, provision of purchaser information, and completion of document execution.
Coordinate communication of portfolio allocations, signatures on legal documents, and deal set-up in the surveillance system.
Maintain clear and consistent communication with all parties involved in the deal, providing regular updates on progress and addressing any issues that arise.

Compliance

Ensure all deals comply with internal policies and closing process is complete (e.g., OFAC).
Reporting: As needed, generate and present reports on deal status, highlighting any potential risks or delays.

Expertise and Innovation

Leverage specialized depth and breadth of experience to serve as an expert in private credit deal closing.
Enhance the function while applying functional knowledge and existing methodologies to solve complex problems and recommend best practices with new perspectives.

Leadership and Independence

Work independently with minimal guidance, acting as a resource for colleagues with less experience.
May lead functional teams or projects, ensuring seamless execution and collaboration across all involved parties.

QUALIFICATIONS

Bachelor's degree in finance, economics, business administration, accounting, or a related field.
Experience with fixed income investments.
Experience with private credit transactions.
Minimum 5 years of experience in finance, investment operations, or a related field.
Proficiency in Microsoft Office Suite.

What will make you stand out

Proven experience in managing multiple stakeholders and multiple tasks simultaneously.
Strong organizational, multitasking and project coordination skills.
High attention to detail and accuracy.
Familiarity with legal documentation and compliance requirements.
Excellent communication and interpersonal skills.
Ability to work under pressure and meet tight deadlines.

\nCompany Description

Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, and referral bonuses.