Nextera Search · 1 day ago
Operations Associate
NYC Metro Area
Full-time
Onsite
Entry Level
$95K/yr - $130K/yr
1+ years expNextera Search is an Investment Management Firm based in New York City, and they are seeking an experienced professional to join their team as a Credit Facility Management Associate. The role involves preparing financing reports, coordinating with lenders, and ensuring compliance with credit facilities.
Staffing & Recruiting
Responsibilities
Lead the preparation and delivery of monthly, quarterly, and annual financing reports across the platform
Coordinate borrowings and paydowns with lenders to support financing needs
Monitor and manage fund-level leverage limits in accordance with internal and external requirements
Serve as primary liaison with the custodian for asset-based facilities and oversee bank account openings as needed
Review and approve monthly or quarterly waterfalls and custodial reports related to financing arrangements
Ensure ongoing compliance with all covenants and requirements under applicable credit facilities
Qualification
Required
Bachelor's degree required
1–3 years of experience in the financial services industry
Familiarity with credit facilities and/or CLO structures
Working knowledge of bank loans
Proficiency in Outlook
Company
Nextera Search
Nextera Search is a premier recruitment firm specializing in direct hire placements within the Accounting, Finance & Financial Services sectors.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase