Coverage: U.S. and European executed credit agreements (direct lending)
Role Overview
- Validate AI-extracted legal/commercial fields (300 per agreement) against executed source documents.
- Ensure extracted data is accurate and fit for portfolio-wide reporting and governance as usage scales.
- Operate as an embedded extension of the client data team, using Street Diligence workflows.
- Perform field-by-field validation of extracted terms across credit documents; resolve discrepancies.
- Confirm key commercial/legal provisions (e.g., pricing, covenants, events of default, security, reporting).
- Document outcomes, exceptions, and escalation items in a structured, auditable manner.
Private Credit & Legal Requirements
- Apply private credit / direct lending documentation fluency to interpret nuanced drafting.
- Handle both U.S. and European agreement conventions and jurisdiction-specific terms.
- Support consistent interpretation standards to reduce recurring validation issues.
AI Extraction Validation Support
- Review and correct Street Diligence outputs; flag recurring extraction gaps or ambiguous provisions.
- Provide feedback to improve extraction accuracy and field-level performance over time.
- Contribute to validation protocols, quality thresholds, and continuous improvement of workflows.
Collaboration & Stakeholders
- Partner with client data, legal, operations, and portfolio reporting stakeholders to address data quality risks.
- Provide timely status updates and exception reporting for agreed deliverables.
- Escalate complex legal interpretations to the appropriate owners while keeping reviews moving.
Required Qualifications
- Experience reviewing credit/loan agreements (legal, paralegal, credit operations, or legal ops background).
- Robust private credit/direct lending understanding; ability to read and interpret complex contractual language.
- High attention to detail with a clear bias for accuracy and auditability.
Preferred Qualifications
- Relevant experience of min. 4 years up to 6 years
- Excellent communication skills – oral as well as written
- Exposure to both U.S. and European credit agreements or cross-border documentation.
- Prior experience validating structured datasets extracted from documents (or using legal tech/contract analytics).
- Knowledge of portfolio reporting, data governance, or covenant/data taxonomy concepts.
📌 Senior Research Analyst (Pune)
🏢 Crisil
📍 Pune
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.