Loan Specialist | Buy Side
Loan Specialist Seeking a highly motivated and detail-oriented Loan Specialist to join our Business Unit Control Group. This individual will play a critical role in supporting the firm's investment operations, with a strong focus on loan products and lifecycle management within a complex buy-side environment. This is an excellent opportunity for a driven professional who thrives in a fast-paced environment, demonstrates strong ownership, and collaborates effectively across investment, operations, and technology teams. Qualifications 7+ years of relevant experience in buy-side operations, fund accounting, or investment operations Strong background in Accounting, Finance, or Operations Expert-level experience with SS&C Geneva, specifically in: Loan onboarding | Loan lifecycle events | Configuration and support of loan-related activities Deep understanding of loan lifecycle processes, including: Trade settlement | Interest accruals | Paydowns | Amendments and restructurings Experience with portfolio accounting systems and reconciliation platforms (Gresham preferred) Strong knowledge of fund accounting principles and processes Advanced proficiency in Microsoft Excel Working knowledge of SQL (preferred) Familiarity with financial systems, data structures, and integrations Strong understanding of a wide range of financial instruments, including: Loans / Private Credit (core focus) | Equities | Fixed Income | Derivatives | Foreign Exchange Solid understanding of: Capital markets | Hedge fund structures and strategies Exceptional organizational and time management skills with the ability to manage multiple priorities Strong analytical and problem-solving abilities with a strategic mindset Excellent communication skills (verbal and written) Proven ability to work independently and collaboratively in a team environment High level of ownership, accountability, and attention to detail This role will sit ONSITE in New York, NY