Associate, Pipeline Management

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

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.