Petra Funds Group

Petra Funds Group

Investment Operations - Associate (Private Debt)

Charlotte, NC

Sponsorship not specified$82k-$123kDetected 15 days ago
RESTCustomer Support

About the role

  • Our Client is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world.
  • With a culture built on entrepreneurialism, partnership and being a team within teams, our client offers joiners the opportunity to think out loud, collaboratively.
  • The Investment Operations Senior Analyst/Associate will work on the coordination, execution and settlement of various Private Debt Investments.

Responsibilities

  • Collaborate with internal teams, custodians, board of directors, external fund administrators and investment managers
  • Perform other duties as requested or as responsibilities dictate
  • Hybrid work environment t hat offers flexibility and supports work-life balance.
  • Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.

Requirements

  • Ability to prioritize activities while working on multiple projects and achieve target deadlines
  • Demonstrates commitment, accuracy and attention to detail, even in a high-volume, fast-paced environment
  • Takes initiative and ownership of responsibilities assigned
  • Highly motivated with a willingness to learn
  • 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
  • Strong interpersonal and customer service skills
  • 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
  • Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum - available to employees enrolled in our high-deductible health plan. *
  • 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
  • Flexible paid time off to recharge, travel, or take care of what matters most.

Nice to have

  • 2-5 years of relevant experience in Middle office or other investment fund related role is preferred but not necessary
  • Experience in fund-of-fund trading or Private Debt is a plus

Compensation

  • The compensation range for this position is $82,000 - $123,000 per year.
  • This range represents the base salary only.
  • Actual pay will depend on factors such as qualifications, experience, and skills.
  • 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.

Benefits

  • At Petra Funds Group, we are committed to transparency and equity in our hiring practices.
  • That's why we offer a comprehensive benefits package that reflects our commitment to your well-being.
  • Our perks include:

Company info

  • With $640B of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program.
  • The Senior Analyst/Associate will be in contact with professionals across the company and will work with different external parties.

This listing is sourced directly from Petra Funds Group's careers page and normalized into a canonical job model.