Private Investment Operations Portfolio Associate
Listed on 2026-02-28
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Finance & Banking
Portfolio Manager, Private Banking, Financial Consultant, Financial Analyst
Private Investment Operations Portfolio Associate
PPM America, Inc.
Location:Chicago, IL
The Private Investment Operations Portfolio Associate role executes various operational activities related to private investments and syndicated bank loans, with a high degree of timeliness and accuracy. This role demands critical attention to detail as it is responsible for trade settlement, cash reconciliation, and position maintenance across various client investment portfolios. This role involves regular interaction with internal parties (trading, investment and operational teams, etc.),
as well as external parties (clients, trustees, agent banks, counter parties, custodians, and auditors). The Private Investment Operations Portfolio Associate participates in a team that handles a diverse range of functions and disciplines and will have the opportunity to engage in other operational activities, as the broader Portfolio Services team regularly seeks opportunities to cross train across various asset types and processes in an effort to develop and deepen the skill set of team members.
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