Private Credit Deal Closing Specialist III

RESPONSIBILITIES:
A client with Kforce is seeking a Private Credit Deal Closing Specialist III to join their team in Newport Beach, CA or Charlotte, NC - 4 days on site 1 day remote.

Duties:
* Coordinate due diligence processes, ensuring all required information is collected and reviewed
* Pipeline management across all private credit sub-teams
* Attend Investment Committee meetings and ensure deal authorization is complete and documented
* Support swap indemnity letters and deal-specific documentation
* Provide post-closing notice contacts to external parties to support asset management
* Ensure files are complete post-closing, and serve as point of contact for internal teams regarding deal documentation
* Confirm payoff details and assist in reconciliation of special situations.
* Serve as the primary point of contact between internal teams (legal, operations, treasury, compliance, risk management) and external stakeholders (banks, legal advisors)
* Coordinate communications between internal and external stakeholders
* Coordinate various closing elements including receipt of pricing confirms and funding notices, provision of purchaser information, and completion of document execution
* Coordinate communication of portfolio allocations, signatures on legal documents, and deal set-up in the surveillance system
* Maintain clear and consistent communication with all parties involved in the deal, providing regular updates on progress and addressing any issues that arise
* As needed, generate and present reports on deal status, highlighting any potential risks or delays
* Ensure all deals comply with internal policies and closing process is complete (e.g. OFAC)
* Leverage specialized depth and breadth of experience to serve as an expert in private credit deal closing
* Enhance the function while applying functional knowledge and existing methodologies to solve complex problems and recommend best practices with new perspectives

REQUIREMENTS:
* Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field
* Proven experience in managing multiple stakeholders and multiple tasks simultaneously
* Strong organizational, multitasking and project coordination skills
* High attention to detail and accuracy
* Familiarity with legal documentation and compliance requirements
* Excellent communication and interpersonal skills
* Ability to work under pressure and meet tight deadlines
* Experience with fixed income investments
* Experience with private credit transactions
* Minimum 5 years of experience in finance, investment operations, or a related field
* Proficiency in Microsoft Office Suite
* Familiarity with legal documentation and compliance requirements is nice to have

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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