Analyst/Associate, Principal Finance Operations

$85,000 - $135,000/Yr

Macquarie - New York, NY

Full-time - Entry Level

New York, NY

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Join the Principal Finance group in Macquarie Capital as part of the Global Operations team, responsible for managing the principal investing portfolio from pre-acquisition to divestment. This role involves supporting a large investing business across private credit, private equity, and real estate product lines, ensuring effective operational management and execution activities.

Responsibilities

• Support operational management and execution activities for private credit, private equity, and real estate product lines.
• Manage end-to-end transaction processes on syndicated and bilateral deals as both syndicate lender and lead lender.
• Coordinate deal approval with the investing team and submit KYC requests.
• Conduct conflicts checks and facilitate deal closing.
• Manage ongoing deal cash flows and review loan documentation for deal booking within LoanIQ.
• Administer ongoing loan management within LoanIQ and peripheral systems.
• Oversee borrower covenants and information flows.
• Coordinate settlement of secondary loan trades via Clearpar and manual documents.

Requirements

• 2 to 5 years of experience within financial or professional services in a similar or related role.
• Minimum of a bachelor's degree in accounting, economics, finance, or business.
• Previous experience working with Loan IQ or equivalent corporate loan management system.
• Strong numerical and Excel skills, with problem-solving abilities and understanding of loan management in private credit or syndicated debt markets.
• Strong organizational and time management skills, high attention to detail, and ability to meet tight deadlines.

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
• Holidays
• Short/Long Term Disability
• Paid volunteer leave and donation matching
• Hybrid and flexible working arrangements
• One wellbeing leave day per year
• Recognition and service awards