Transaction Management :

• Oversee and efficiently manage sophisticated transactions for the business.
• Identify all key components of a transaction and the responsible parties across cross-functional teams, including legal, compliance, accounting, and portfolio management.
• Develop and execute a detailed transaction plan while ensuring clear communication among all stakeholders.

Cross-Functional Coordination :

• Collaborate effectively with internal and external stakeholders, ensuring alignment and seamless execution of complex projects.

Financial and Accounting Expertise :

• Demonstrate a strong understanding of financial and accounting principles.
• Previous fund experience is preferred

Presentation Development :

• Craft polished, high-quality presentations for senior management.
• Provide guidance and direction to junior team members to ensure the preparation of impactful presentation materials.

Analytical and Modelling Skills :

• Leverage modelling skills to conduct quick and efficient analyses for decision-making.
• Create analyses for gut-check evaluations or early-stage project viability assessments.

Fund Knowledge and Industry Insight :

• Develop a deep understanding of 1940 Act and private credit funds, including key rules, compliance conditions, and competitive landscape.
• Stay informed about industry regulations and trends to provide valuable insights.