Job Description
PRIMARY DUTIES AND RESPONSIBILITIES:
- Review and validate initial setup of companies, contacts, deals, securities, etc.
- Review, verify, and summarize administrative data related to new investment opportunities and dynamically track the progress of each transaction
- Scrub credit agreements/deal documentation for key datapoint and ensure all systems are updated accurately
- Track elements of the deal closing process and ensure receipt of executed documents
- Review final deal closing checklists and validate all tasks were correctly executed
- Perform various data checks to ensure the accuracy of key data points
- Run metrics on key performance indicators
- Take on any additional deal pipeline management related tasks
- Prepare and distribute weekly, monthly, quarterly, annual, and ad hoc reports
Additional Job Description:
- Strong knowledge of bank loans and credit agreements
- Self-motivated and proactive team player who takes ownership and accountability of assigned tasks
- Excellent organization and time management skills with ability to prioritize work and function with minimal guidance
- Effective articulation with excellent written and oral communication skills
- Experience with CRM systems or other relational databases
- Strong proficiency in MS Office applications including Excel, Word, and Outlook
Reporting Relationships
Principal, Pipeline Management
