Manage agency team executing sponsor-led buyout transactions in the lower middle market while supporting an active portfolio of 60+ companies. Responsible for improving position reconciliation process across the entire debt platform resulting in time-savings of 5 business days per month for final sign off. Manage Markit Loan Reference Data asset subscription which feeds directly into internal systems. Consolidated outsourced subagency under Markit to gain cost and operational efficienciesLed initiative to work with auditors relying on existing infrastructure and processes of the administrator and cash custodians which resulted in year end audit confirmations being reduced by more than half from 100% the prior year. Manage vendor relationships across the firm for various platforms.Enabled single sign on with all Markit products across the firm using federation through Azure.Mentor younger colleagues, including leading various industry-related training sessions

Responsible for managing a wide range of entity structures that provide financing for sponsor led buyout transactions in the lower middle market Implemented internal controls for deal closings and manage all compliance reporting for the portfolioContinue to scale operations to support the portfolio more than doubling and AUM growth to over $4.5 billionPerform agency functions for 30+ portfolio companies, including monthly / quarterly invoicing, managing revolving credit / delayed draw term loan requestsManage liquidity across eleven vehicles, including asset backed and commitment based credit facilitiesResponsible for compliance reporting and communication with credit facility providers Maintain and calculate individual portfolio returns by compiling investment cash flowsPrepare monthly portfolio company reporting overview for over 76 portfolio companiesExperience with multiple asset types including first-out / last-out structures, unitranche and traditional first lien senior secured tranches

Oversee daily operations of eleven middle market senior secured debt funds, five of which havestructured leverage facilities, totaling over $2.0 billion in assets under managementManage trade close process and ensure timely fundingCoordinate efforts across multiple business units in various locations, leading communication effortsResponsible for managing cash flows and capital calls for funding needsManage relationships with multiple custodians, agent banks, brokers and trading desks Responsible for internal and external reporting, including financial reportingMentor and oversee two fund accountants, lead communication with deal team membersLead and coordinate annual audits on five vehiclesMastery of fixed income applications including, Wall Street Office, ClearPar and Markit productsEnsure internal, external and SEC compliance for all fundsCreate loan amortization schedules and track portfolio positionsReconcile and manage all cash movements Manage structured leverage vehicles including monthly and quarterly bank complianceAssist with fund raising efforts, including updating fund raising materialsImplement procedures and processes needed to support the needs of a growing business