Loan Pool Workstream Senior Consultant

Senior Consultant role focused on managing a Loan Pool Remit Workstream within the finance and accounting domain, involving deal ownership, monthly activities, status tracking, client relationships, and transformation initiatives. Experience with private equity/hedge funds and loan pools is required.

What you'd actually do

  1. Manage Loan Pool Remit Workstream including owning deals and monthly activities (remit review, communication with third parties), status tracking and reporting, team management, client relationships, and transformation initiatives.
  2. Managed service team supporting controllers in the alternatives (hedge, PE funds) business. Team supports fund accounting activities including monthly NAV review, cash movement, loan pool remit review, investor servicing, etc. while managing communication with the client and fund admin, and enhancing efficiency and automation across the platform.

Skills

Required

  • Experience with private equity / hedge funds, loan pools / deals, project management and client relationship management.
  • Alternative investments experience
  • Bachelor's degree, preferably in Accounting of Finance; or equivalent experience
  • Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

Nice to have

  • PST time zone preferred
  • Costa Mesa proximity preferred.
  • Analytical/ Decision Making Responsibilities
  • Analytical ability to manage multiple projects and prioritize tasks into manageable work products
  • Can operate independently or with minimum supervision
  • Excellent Written and Communication Skills
  • Ability to deliver technical demonstrations

What the JD emphasized

  • Experience with private equity / hedge funds, loan pools / deals, project management and client relationship management.
  • Alternative investments experience