Subscription Finance Surveillance, Sr Assc

State Street

Boston, MA, United States
Base: $52,000 - $91,000 annual; bonus/equity: not ...
Subscription credit facilities surveillance
Quantitative and analytical skills
Portfolio monitoring and reporting
The team provides subscription finance products to leading Private Equity Sponsors and Fund of Hedge Fund Managers, managing $23B of loan commitments

Job Summary

  • The team provides subscription finance products to leading Private Equity Sponsors and Fund of Hedge Fund Managers, managing $23B of loan commitments.
  • The role involves assisting in surveillance, monitoring, reporting, and responding to internal stakeholders including Enterprise Risk Management and internal audit.
  • State Street offers competitive benefits, flexible work programs, inclusive development opportunities, and a commitment to diversity and social responsibility.

Matching Summary

The team provides subscription finance products to leading Private Equity Sponsors and Fund of Hedge Fund Managers, managing $23B of loan commitments.

Salary

Base: $52,000 - $91,000 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including 401K match, insurance, paid time off, and incentive compensation

Skills & Requirements

Must-have

  • subscription credit facilities surveillance
  • quantitative and analytical skills
  • portfolio monitoring and reporting
  • Mercatus platform management
  • credit underwriting skills
  • KYC/AML familiarity

Nice-to-have

  • positive attitude and client service mindset
  • strong Excel skills
  • prior Salesforce experience
  • team player and data driven decision maker
  • excellent interpersonal and communication skills

Key Requirements

  • Degree in Business, Economics, Finance or liberal arts
  • Experience with credit underwriting and portfolio management
  • Familiarity with KYC/AML regulations
  • Ability to work with internal stakeholders
  • Not specified work authorization

Work Rights

Not specified

Tailored Resume

Cover Letter