12 Aug
|
State Street
|
Hinjawadi
12 Aug
State Street
Hinjawadi
About the Role
As a Private Credit SME in the Data Managed Services team, you will serve as the primary point of contact for clients onboarding private credit investments onto our investment management platform. You will bridge the gap between complex credit documentation, structured data requirements, and downstream/upstream system integration — ensuring that key data attributes are captured accurately, governed appropriately, and structured for diverse uses including covenant monitoring, debt/amortisation schedule generation, and trade booking.
This role also carries a significant internal knowledge transfer and coaching mandate, equipping internal teams with the expertise and governance frameworks required to sustain best-in-class private credit data operations.
Key Responsibilities
1. Client Requirements & Onboarding
- Engage directly with institutional clients to elicit, document, and validate their requirements for onboarding private credit investments (syndicated loans, bilateral facilities, revolving credit facilities, term loans, mezzanine, etc.) onto the platform.
- Conduct structured discovery sessions to understand clients’ operational workflows and dependencies.
- Translate complex business requirements into transparent data onboarding specifications, including attribute definitions, data structuring/categorisation, and mapping logic.
- Manage end-to-end onboarding delivery, coordinating with technology, operations, and client teams to ensure accurate and timely data capture.
- Act as the primary escalation point for clients on data quality, completeness, and structural issues during and after onboarding.
- 2. Private Credit Domain Expertise & Data Structuring
- Demonstrate deep, working knowledge of private credit documentation, including Credit Agreements, Facility Agreements, Intercreditor Agreements, and associated schedules.
- Advise on optimal data attribute groupings and hierarchies on the platform, aligning structure to specific downstream use cas
📌 Officer - Data Management Services (Hinjawadi)
🏢 State Street
📍 Hinjawadi