We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview
The Credit Line Oversight – Senior Analyst will support the management of fund-level credit lines, including execution, reporting, compliance monitoring, and optimization. The role involves coordinating drawdowns, maintaining internal databases, and leading weekly credit facility calls, while ensuring all reporting and covenant obligations are met.
Essential Job Functions
- Business
- Assisting in conducting RFPs for new lines
- Taking part / assisting in term sheet negotiation
- Assist in implementation
- Reporting obligations
- Ensuring all reporting line covenants are met
- Reviewing / uploading the relevant reports
- Maintaining and submitting borrowing base / PDR report
- Monitoring
- Monitoring compliance of lines with fund prospectus and facility agreement
- Line usage
- Submit drawdown request together with required documents
- Ongoing optimisation of the lines (new sub-facilities / increases, etc.)
- Weekly summary report
- Chair weekly credit line coordination call
- Maintain internal databases
- Ad hoc queries
Education and/or Work Experience Requirements
For the position at hand, we seek applicants with 5+ years’ work experience and a bachelor degree from a top-tier college or university. The following factors will definitely be a benefit for the potential candidates:
- Previous experience with Credit Facilities
- Demonstrates commitment, accuracy and attention to detail, even in a high-volume, fast-paced environment
- Highly motivated with a passion for the industry
- Knowledge of the private debt sector a plus
- Passion for fast-paced learning, especially in a technology-enabled environment
- Good analytical skills with a flair for processes as well as good IT skills, in particular Microsoft Excel
- Takes initiative and ownership of responsibilities assigned
- Ability to work with multiple teams, spread across different locations worldwide
- Ability to prioritize activities while working on multiple projects and achieve target deadlines
- Strong interpersonal and customer service skills
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
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