Serve as the primary technology partner to the Private Credit business, advancing the platforms, data, integrations and workflows supporting front-office and investment-accounting capabilities, with a primary focus on Allvue.
This is a hands-on role. You will lead discovery with business and technology stakeholders, configure investment applications, analyze data using SQL, troubleshoot complex issues and work directly with developers and vendors on solutions. You will own workstreams from concept through implementation and stabilization, mentor analysts, establish delivery standards and help shape the multi-year Private Credit technology roadmap. You will collaborate with colleagues across the US and UK.
What You Will Do
Business Partnership and Solution Design
- Act as the primary technology partner for Private Credit stakeholders and the business product manager.
- Lead discovery through workshops, interviews and data analysis; translate business needs into requirements, process flows, data mappings, functional designs and user stories.
- Challenge assumptions, identify requirement and control gaps, evaluate solution options and drive clear business and technology decisions.
- Design end-to-end Private Credit workflows spanning deal and facility setup, trade execution, funding, interest and fee accruals, rate resets, paydowns, amendments, valuations, restructurings and reporting.
- Translate Private Credit operating requirements into scalable platform configurations, integrations and data solutions.
- Configure Allvue workflows, reference data, business rules and application behavior.
- Use advanced SQL for data profiling, reconciliation, impact analysis, data lineage and root-cause investigation.
- Trace data across front-office platforms, Security Master, IBOR, investment accounting and enterprise data platforms to identify and resolve discrepancies.
- Understand and map relationships among sponsors, borrowers/issuers, deals, facilities/assets, trades, portfolios, positions/holdings and accounting records.
- Validate REST APIs, JSON payloads, batch/file interfaces and data pipelines; define reconciliations, exception handling and data-quality controls.
- Partner with engineering teams on integration design, implementation and troubleshooting.
- Lead system, integration and user-acceptance testing with particular focus on business outcomes, accounting impact, financial calculations and data integrity.
- Support implementation through production stabilization and ensure sustainable operational handoff.
Credit Data, Loan Tapes and Reporting
I would give this its own section because it is a meaningful capability rather than burying it under qualifications.
- Design, configure and maintain Private Credit loan tapes, portfolio extracts and credit reporting datasets for operational, investor, lender and other downstream requirements.
- Define source-to-target mappings and calculations covering borrower/issuer, facility type, commitment, funded and unfunded amounts, outstanding principal, benchmark/reference rate, spread, floor, maturity, PIK/cash-pay terms, seniority, lien, financial metrics and portfolio/holding information.
- Build configurable templates capable of supporting different reporting requirements while maintaining consistent definitions, lineage and controls.
- Reconcile loan-tape outputs to Allvue, investment accounting and other systems of record; investigate and resolve breaks.
- Understand how term sheets and executed credit documentation translate into structured system attributes, transaction terms and downstream reporting.
- Develop and maintain tear sheets or credit snapshots used for portfolio monitoring and investment review.
Platform, Vendor and Team Leadership
- Partner with Allvue engineering, product and support teams to troubleshoot defects and influence product enhancements.
- Evaluate trade-offs among native configuration, custom development, integration, data solutions including Snowflake, and business-process change.
- Mentor junior and mid-level analysts and establish standards for requirements, solution design, testing, documentation and production readiness.
- Contribute to the Private Credit technology roadmap with an emphasis on platform simplification, automation, reduced manual processing and stronger data quality and controls.
Private Credit Domain
- Strong understanding of the Private Credit lifecycle, including origination, underwriting, closing and funding, servicing, portfolio monitoring, valuation, amendments, restructurings and exits.
- Knowledge of instruments including unitranche, first- and second-lien direct lending, syndicated loans, term loans, delayed-draw term loans, revolving facilities, mezzanine and PIK/PIK-toggle debt.
- Strong understanding of loan economics, including floating-rate structures, benchmarks/reference rates, spreads, floors, rate resets, OID, upfront and commitment fees, amendment fees, accruals, paydowns and funded/unfunded commitments.
- Understanding of facility type, lien position and seniority, and how these characteristics affect transaction processing, accounting and reporting.
- Understanding of how Security Master, IBOR and investment accounting support transaction processing, positions, controls and downstream data consumption.
- Experience translating credit agreements, term sheets and other deal documentation into structured application and reporting requirements.
- Proven experience leading complex requirements analysis and solution design across business, product, data and engineering stakeholders.
- Advanced SQL skills, including complex querying, reconciliation, profiling and root-cause analysis.
- Hands-on experience configuring investment platforms; Allvue Credit Front Office and/or Investment Accounting strongly preferred.
- Working knowledge of REST APIs, JSON, file-based interfaces, data mappings and integration troubleshooting.
- Experience designing data-quality controls, reconciliations and exception-management processes.
- Agile/Scrum delivery experience, including system testing, UAT, implementation and post-production validation.
Qualifications
- 7+ years of experience in business systems analysis, product technology, solution delivery or a similar role within financial services, with meaningful hands-on SQL and application configuration experience.
- 3+ years working with private markets, leveraged finance or alternative investments, preferably Private Credit/direct lending.
- Hands-on experience with Allvue Credit Front Office and Allvue Investment Accounting.
- Experience with Private Equity, fund-of-funds or broader alternative-investment platforms.
- Experience with Snowflake or comparable cloud data platforms and enterprise reporting/data-consumption patterns.
- Experience with Security Master and IBOR implementations.
- Experience integrating front-office investment platforms with accounting, enterprise data and downstream reporting systems.
Estimated Min Rate: $122500.00
Estimated Max Rate: $175000.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
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