New York, NY

Job Description

  • Manage third party intermediaries and Investors 
  • Working with the credit funds and credit products 
  • Knowledge of fund raising on on-going management of retail accounts 
  • Work with Wire Houses, Brokers, and RIAs 
  • Manage others to accomplish a high degree of quality across the platform 
  • Develop and oversee team member objectives and career development 
  • Own all retail investor related policies and procedures across the the firm's Credit platform 
  • Lead discussions with front-office professionals on retail fund raising strategies and coordinate with Fund Controllers to reach amendable solutions 
  • Work closely with investment professionals to track portfolio company performance and collect financial data 
  • Lead off-shore team to manage controls and tie-outs of models and underlying financial data and inputs 
  • Create executive level reporting highlighting significant changes/events, key data points and conclusions 
  • Support the Finance and Accounting team on internal ad-hoc projects 
  • Work closely and assist in the management of members of offshore team members.   
  • Ability to work directly with deal team and upper-level management on quarterly deliverables. 
  • Coordinate with external auditors during the year-end audit and during quarterly reviews. 
  • Ensure that effective internal controls are in place. 
  • Provide evidence of internal control environment to external auditors on an annual basis.  
  • Assist with the review of miscellaneous public regulatory filings 
  • Support the CFO to streamline and improve our overall process as part of the larger the firm's Credit Platform. 
  • Generate and distribute ad hoc reporting to relevant parties such as senior management, deal teams, and investors 
  • Assist in preparing and analyzing pricing and valuation materials 


  • Credit fund and credit product experience  
  • Experience with fund raising through the various retail sourcing channels 
  • Strong communication skills directly with investors and intermediaries 
  • Accomplished at managing Wire Houses, Platforms, RIAs, Broker-Dealers sourcing investors 
  • Communicates effectively with colleagues  
  • Works productively in a team environment.  
  • Excellent research and writing skills.  
  • Demonstrated ability to work effectively in a fast-paced and complex environment, handling multiple tasks and projects concurrently and resolving issues that cut across the organization, while maintaining highest standards and attention to detail. 


Private Credit


$175,000 - $200,000

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