(Senior) Operations Associate

Robert Half • Boston, MA • 3h ago

Description We are looking for an experienced operations specialist to join a financial services firm. This position supports the end-to-end processing of private debt and loan transactions while partnering with investment, finance, treasury, and external counterparties. The role is well suited to someone who can manage complex transaction activity, maintain accurate records, and help strengthen operational oversight in a fast-paced environment.

Responsibilities:

Oversee the execution of primary and secondary debt trade settlements from initial allocation through final completion.

Manage transaction activities related to closings, funding events, position transfers, and related operational workflows.

Partner with agent banks, trustees, custodians, and internal teams to investigate and resolve breaks, discrepancies, and settlement issues.

Process ongoing loan lifecycle events, including principal repayments, borrower draw requests, rate updates, accrued interest activity, and compensation adjustments.

Support daily cash movement activities, financing arrangements, investor funding requests, and distribution processing.

Produce and maintain operational reporting for credit facilities, warehouse structures, asset-backed strategies, and other debt-related portfolios.

Monitor data integrity across systems and records while reinforcing internal controls, compliance standards, and process accuracy. Requirements - 5-8+ years of experience in private debt operations, leveraged finance, loan administration, or a comparable debt-focused environment.

Strong working knowledge of leveraged loans and fund operations.

Advanced Excel capabilities with the ability to manage and analyze transaction data effectively.

Familiarity with platforms such as ClearPar, BlackMountain, or similar investment operations systems is preferred.

Demonstrated ability to handle high-volume, deadline-driven transactions with a high level of precision.

Strong communication and coordination skills for working with internal stakeholders and external counterparties.

Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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