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Loan Operations Analyst (Boston)

  • Compensation: $80,000 - $95,000 Per Year Plus Bonus
  • Location: Boston, Massachusetts
  • Type: Perm
  • Job #21934

$20B Private Equity Fund is seeking an Analyst level position on their credit team.

Loan Operations:

  • Create interest accrual schedules in Excel when new investments are made, according to relevant legal documents
  • Maintain ongoing interest accrual schedules to reflect add-ons, pay downs, or interest rate changes
  • Coordinate with Fund Accounting team to compare actual cash received to the amounts on interest schedules

Direct Investment Monitoring and Operations: 

  • Prepare and maintain monitoring materials for portfolio companies at investment close date and on an ongoing monthly basis 
  • Participate in group discussions in relation to the evaluation of portfolio company investments, log qualitative commentary into database tracker


  • Aid with investor or internal requests as needed
  • Assist with marketing materials as needed


  • 1-3 years in Public Accounting (CPA or plans to sit for exam+)
  •  Ability and desire to work independently as well as part of a team
  • Strong attention to detail
  • Willingness to be proactive to learn the workings of the strategy and portfolio
  • Exceptional organizational skills, including the ability to multi-task efficiently with consistent regard for accuracy
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