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About the Role

This role is responsible for the execution, reporting, and servicing of Private Debt Funds and credit facilities within the Guggenheim Credit Services Holdings Business unit. The team provides administration and servicing oversight on transactions originated by Guggenheim Investments and its affiliates.

Responsibilities

Assist in structuring and review of transaction documents, ensuring they reflect modeled structures.
Initiate the establishment of transactional entities and opening of required accounts.
Approve and set up new transactions on relevant Guggenheim operational control systems.
Instruct cash movements amongst various entities within complex fund structures.
Create Funds Flow within the pre-close process and execute at close date of Private Fund.
Develop ongoing transaction procedures and assign responsibilities.
Communicate directly with internal deal/structuring teams regarding administrative obligations.
Manage transaction structures involving counterparties, servicers, trustees, fund administrators, and Guggenheim operational/control functions.
Execute amendment, restructuring, and closure of entities at the end of transactions.
Implement and enhance processes and procedures for administered entities, coordinating with firmwide standards.
Develop and maintain models for testing guidelines (overcollateralization, interest coverage, collateral quality tests) using proprietary models.
Review and tie-out data for trustee monthly and quarterly payment reports.
Maintain borrowing base files for leverage facilities and facilitate fundings or paydowns.
Monitor and maintain covenants of leverage facilities.
Review waterfall calculations and servicer reports.
Assist with data collection for ad hoc requests, due diligence, RFPs, and audits.

Requirements

Bachelor's degree.
7+ years of experience in private credit operations servicing private debt.
Strong credit, finance, economic, business, and technical skills with attention to detail.
Excellent analytical and problem-solving skills; ability to structure creative solutions.
Ability to work independently with guidance on complex issues.
Proactive in improving processes and efficiencies.
Ability to review governing transaction documents and execute correctly.
Strong written and verbal communication skills.
Strong commitment to performance and accuracy.
Team-oriented individual able to work with diverse and geographically dispersed groups.
Ability to set and achieve individual and team goals.
Ability to multi-task across a robust pipeline of diverse investments in a detail-oriented and timely manner.
Advanced degree preferred.
8+ years (VP) experience in investment management or banking operations including structured finance and SPV issuers preferred.
Current hands-on experience with Loan Reporting (e.g., borrowing base, analytics, payment date reports, lender reporting, etc.) preferred.
Prior experience with private credit and middle market loans preferred.
Experience with utilizing WSO preferred.
Progress towards CFA preferred.
Experience in management, coaching, and development of junior talent preferred.
Must be authorized to work in the US without current or future visa sponsorship or transfer.

Skills

Private credit operations
Servicing private debt
Credit analysis
Financial analysis
Economic analysis
Business analysis
Technical skills
Attention to detail
Analytical skills
Problem-solving skills
Creative solutions
Process improvement
Efficiency improvement
Transaction document review
Written communication
Verbal communication
Teamwork
Multi-tasking
Loan Reporting
Structured finance
SPV issuers
WSO utilization
CFA progress

Location

New York City
Chicago

Work Type

Full-time
Onsite

Experience Level

7+ years
8+ years (VP)

Education Level

Bachelor's degree
Advanced degree

Salary/Compensations

$155,000.00-$170,000.00

Benefits

401k with matching contribution
Healthcare and wellbeing programs
Paid leave
Learning and development opportunities
Family and caregiving support
Employee assistance program

About the Company

Guggenheim Investments
Guggenheim Credit Services Holdings Business unit