Overview In this Senior Associate role, you will manage cash reconciliation, daily reporting, and timely trade input while onboarding new clients. You'll lead and develop the Credit & Structured Products team, own process improvements, and oversee invoicing and client deliverables. You will collaborate with clients and trustees, applying market knowledge to transactions and ensuring high-quality delivery in a fast-paced environment. This opportunity combines leadership, client service, and hands-on operations within Alter Domus' Boston office.
Compensation / Benefits- competitive benefits package
- generous vacation policy
- diverse work environment
- strong global connections
Responsibilities- Ensure cash reconciliation is sent to clients and oversee daily reporting review/approval
- Coordinate with clients on daily deliverables and align team on expectations
- Oversee input and timely trade entry; supervise Analyst/Associate staff
- Lead onboarding for new clients and maintain strong client relationships
- Own training and development across C&SP staff and deliver mentor-led growth
- Drive process improvements and ensure final delivery of solutions
- Manage full invoice process from request through client delivery
- Ensure timelines and deliverables meet Client and Trustee expectations
- Prioritize, delegate, and manage workload with strong attention to detail and customer service
- Apply market knowledge and best practices in transaction management and communications
- Oversee procedures and review processes for junior staff
Key requirements- 4+ years of professional experience in finance or related business capacity
- Basic knowledge of loan operations, commercial mortgage lending, or loan securitization with product knowledge or customer service experience
- Experience with CLO compliance and Waterfall modeling
- Experience in direct management and training of team members
- Ability to independently research and resolve problems
- Strong communication, organization, and professional demeanor
- Proficiency in Microsoft Excel
- Knowledge or familiarity with Bloomberg and loan research/analysis tools (a plus)
- Excellent attention to detail in a high-volume data-entry environment
- Willingness to work in a deadline-driven environment
- communication
- organization
- problem-solving
- Microsoft Excel
- Bloomberg
- CLO compliance
