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Senior Financial Analyst (Private Credit Operations)

80 000 - 106 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Financial Analyst (Private Credit Operations) (Private Credit/Investment Operations): Managing lifecycle accounting, reconciliations, reporting, deal pipelines, and operational processes for private credit and private equity investments with an accent on transaction administration, legal document analysis, and cross-functional coordination. Focus on building operational frameworks, improving Clearwater workflows, automating processes, and resolving cash and position breaks across multiple entities.

Location: Cedar Rapids, Iowa, United States. Hybrid office environment with in-office work on Tuesday, Wednesday, and Thursday; occasional travel under 10%.

Salary: $80,000–$106,000 annually, plus potential eligibility for an annual bonus under the company bonus plan.

Company

hirify.global is a financial services company providing insurance, retirement, investment, protection, and savings solutions as part of the international Aegon group.

What you will do

  • Perform and review lifecycle accounting in the accounting book of record, including trade activity, principal and interest, fees, expenses, contributions, and distributions.
  • Review issuer- and asset-level reference data setup and maintenance, and perform daily cash and position reconciliations across entities.
  • Coordinate with Cash Management to maintain liquidity and ensure timely wire processing.
  • Prepare ad hoc and regulatory reporting across multiple accounting bases and review the private deal pipeline.
  • Analyze credit agreements and fee letters, support private credit deal document management, and identify critical deal terms.
  • Develop operational procedures and controls while improving and automating workflows across the Clearwater solution.

Requirements

  • Bachelor’s degree in accounting or finance and/or equivalent work experience.
  • At least 5 years of experience when applying with a degree.
  • Advanced computer skills.
  • Ability to work in a fast-paced, deadline-driven office environment and travel occasionally, under 10%.

Nice to have

  • 4–5 years of relevant experience in investment operations.
  • Strong knowledge of private credit fund concepts across multiple strategies, including corporate direct lending.
  • Strong knowledge of general finance, process documentation, and cross-functional operations.
  • Solid analytical skills and the ability to understand and resolve problems.
  • Proficiency in Microsoft Office and strong working knowledge of Microsoft Excel.
  • Ability to manage competing priorities and deadlines while independently driving projects to completion.

Culture & Benefits

  • Collaborative work environment focused on accountability, innovation, inclusion, and work-life balance.
  • Competitive pay, potential annual bonus, pension plan, 401(k) match, and employee stock purchase plan.
  • Medical, dental, vision, disability, and employee assistance benefits.
  • Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
  • Tuition reimbursement, career training and development, employee discounts, and wellness programs.
  • Parental leave, adoption assistance, backup care, volunteer PTO, employee resource groups, and inclusion and diversity programs.

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