Financial Clearance Representative at UW Health in Rockford, IL providing customer service in a healthcare setting. Working day/eve shifts to assist with financial clearance processes.
About the role
- Senior Analyst in Private Equity Investments coordinating the settlement of private investments. Supporting credit line management and new product development.
Responsibilities
- Facilitate private equity transactions throughout the investment process from initial investment approval to security settlement
- Ensure final deal documents are accurate and complete
- Support operational aspects of credit line management including coordination of credit line draws, monitoring of credit line capacity and anticipated investment activity, and credit line repayment via capital calls
- Document and maintain procedures; compile and disseminate monthly reporting
- Monitor private placement exposures by fund; field requests for data from other internal groups including senior management
- Cultivate partnerships with our teams, including Trading, Legal, Compliance, Treasurer’s Office, Investment Professionals, Trade Settlements, Corporate Actions, Alternative Accounting, Corporate Treasury, and Operations Services Group.
Requirements
- BA/BS Degree, preferably in Accounting or Finance
- 8-10 years of fund operation experience, exposure to equity investing a plus
- High ethical and moral character
- Excellent analytical, issue management, and problem-solving skills
- Must be highly organized and meticulously detail oriented
- Highly developed risk management skills
- Self-motivated and comfortable taking the initiative to problem solve
- Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
- Excellent listener and strong communicator
- Capacity to think strategically as well as tactically
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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