Investor Operations
Investor Operations
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$ 125000 - 175000
1 Vacancy
Job Description
Jefferies Credit Partners LLC (JCP) is a leading private credit manager and the asset management arm of Jefferies Finance LLC (JFIN). JFIN was founded in 2004 as a 50/50 joint venture between Massachusetts Mutual Life Insurance Company (MassMutual) a global diversified life insurance and financial services organization and Jefferies a leader in global investment banking. JFIN is a commercial finance company that primarily arranges manages and invests in senior secured loans to corporate borrowers with approximately $23BN of investable capital. JCP is the investment management division of the Firm and invests primarily across three private credit strategies: Large Cap direct lending Middle Market direct lending and private credit CLOs. JCP provides investors with access to its investment opportunities through various products including commingled funds business development companies (BDC) separately managed accounts and securitized products.
Investor Operations Position Overview:
We are seeking a motivated experienced Associate or Vice President to support investor operations primarily for our BDC and other products as needed. This is a newly created role given the growth and expected momentum of the firm and the BDC. The candidate will focus on supporting and managing the onboarding of investors and will require coordination with advisors custodians administrator transfer agent treasury and distribution platforms. While this is an operationalfocused role we are seeking a candidate who is comfortable communicating often with advisors and other JCP teams. This role will liaise closely with the Finance Business Development and Legal and Compliance teams. Primary duties and responsibilities include but are not limited to:
Job Description:
- Assist in the operational aspects of onboarding investors to the BDC and other products including subscription document coordination and AML review with the administrator and with distribution platforms
- Provide realtime updates to advisors finance and business development teams during the onboarding process
- Track incoming wires from investors against completed subscription agreements
- Handle any operational inquiries and questions from advisors and investors during onboarding and throughout the investment hold period
- Identify develop and document operational procedures for ongoing fund maintenance both internally and with distribution platforms
- Develop strong understanding distribution partners operational platforms
- Assist in ongoing ad hoc projects to support the BDC and its expansion with the Business Development team
The successful candidate must have:
- Bachelors Degree
- 46 years of financial industry experience; BDC or openended fund experience is preferred but not required
- Understanding of financial advisor and distribution platforms
- Experience with onboarding investors and understanding of subscription document package is preferred
- Fluency with Microsoft Office applications (including Excel Word and PowerPoint)
- Strong verbal and written communication skills
- Ability to identify and summarize issues and recommendations
- Flexibility to work towards demanding deadlines and high priority deliverables outside of standard business hours
- Must be selfstarted; able to work independently and also with other teams
- Unquestionable integrity and work ethic
Primary Location Full Time Salary Range of $125000 $175000
Employment Type
Full-Time
