Finance Operations Associate - Careers at Robert Half
Robert Half
Finance Operations Associate - Careers at Robert Half
Job Description
Finance Operations Associate - Fast-Track Career Opportunity at Robert Half in Chicago, IL
Join Robert Half in this exciting Finance Operations Associate role based in the heart of Chicago, Illinois, United States. This hybrid position offers a competitive salary range of $100,000 to $105,000 plus bonus, comprehensive benefits, and a rare fast-track career advancement opportunity expected to progress quickly within months. If you're a detail-oriented finance professional passionate about fund operations, leverage facilities, and reporting infrastructure, this role at a dynamic firm will propel your career forward. To apply, send your resume to john.sadofsky@roberthalf.c0m.
About the Role
As a Finance Operations Associate, you'll play a pivotal role in managing critical financial operations for investment funds. This position is ideal for ambitious professionals seeking rapid growth in finance operations, credit facilities administration, and stakeholder reporting. Located in vibrant Chicago, IL, the hybrid setup combines office collaboration with remote flexibility. Dive into fund leverage management, liquidity forecasting, and advanced analytics using cutting-edge tools like PowerBI, WSO, Geneva, and Salesforce. This isn't just a job—it's a launchpad for leadership in asset management and private credit.
Key Responsibilities
Your day-to-day will be dynamic and impactful:
- Oversee fund leverage facilities, handling drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews, and all associated reporting and analytics.
- Build and optimize the firm's reporting infrastructure tailored to leverage providers, investors, and counterparties, ensuring accuracy and efficiency.
- Maintain borrowing base data integrity, process waterfalls for principal/interest tracking, and leverage systems like PowerBI for automated dashboards.
- Monitor portfolio metrics, fund liquidity, and cash positions while developing forecasting models.
- Collaborate with external partners including leverage providers, custodians, and auditors.
- Update pricing models for deal teams, interface across departments (underwriting, originations, IT), and deliver investor reports, due diligence, and ad hoc analyses.
- Execute special projects and management reporting to drive internal decision-making.
Expect hands-on involvement in high-stakes finance operations that directly influence fund performance and growth.
Required Qualifications
To succeed, bring:
- A Bachelor's degree in Finance, Accounting, Business, or equivalent.
- 2-4 years in finance operations, fund admin, banking, or credit facilities.
- Proficiency in Excel, financial modeling, and BI tools (PowerBI preferred).
- Familiarity with WSO, Geneva, Salesforce, or similar platforms.
- Strong analytical mindset for covenant compliance, liquidity forecasting, and metrics tracking.
- Exceptional communication for cross-functional and external interactions.
- Proven ability to automate processes and manage multiple deliverables in fast-paced settings.
Prior experience in private credit, asset management, or hedge funds is a plus. SEO keywords: Finance Operations jobs Chicago, Leverage Facilities Associate, Fund Reporting Specialist IL.
Why Join Us
Robert Half offers more than a paycheck—this is a career accelerator. Enjoy $100K-$105K base plus bonus, full medical/dental/vision/life/disability benefits, and hybrid flexibility in Chicago. The fast-track path promises promotions within months, exposing you to senior leaders and high-impact projects. Thrive in a collaborative culture with growth in private markets finance. Chicago's finance hub provides networking galore. Apply now to john.sadofsky@roberthalf.c0m and step into a role blending operations expertise with strategic influence. Keywords: Robert Half Finance Jobs, Chicago Hybrid Finance Careers, Fund Operations Associate.
(Word count: 728)
Locations
- Chicago, Illinois, United States
Salary
100,000 - 105,000 USD / yearly
100,000 - 105,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Fund leverage facilities managementintermediate
- Borrowing base certificatesintermediate
- Covenant monitoringintermediate
- PowerBIintermediate
- WSOintermediate
- Genevaintermediate
- Salesforceintermediate
- Liquidity managementintermediate
- Cash forecastingintermediate
- Investor reportingintermediate
Required Qualifications
- Bachelor's degree in Finance, Accounting, or related field (experience)
- 2-4 years of experience in finance operations, fund administration, or credit facilities (experience)
- Strong analytical skills with proficiency in financial modeling and data analysis (experience)
- Experience with business intelligence tools like PowerBI (experience)
- Knowledge of financial systems such as WSO, Geneva, or Salesforce (experience)
- Excellent communication skills for liaising with internal teams and external providers (experience)
- Detail-oriented with strong organizational abilities (experience)
- Ability to manage multiple priorities in a fast-paced environment (experience)
Responsibilities
- Manage fund leverage facilities including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews, and reporting
- Develop and enhance reporting infrastructure for internal and external stakeholders using tools like PowerBI, WSO, Geneva, and Salesforce
- Maintain data integrity in borrowing bases and process waterfalls for principal and interest collections
- Establish dashboards and processes for diverse reporting needs and monitor key portfolio ratios and metrics
- Monitor fund liquidity, manage cash positions, and perform liquidity management and cash forecasting
- Liaise with external service providers such as leverage providers, collateral custodians, and auditors
- Maintain pricing models for deal teams to analyze return and leverage projections
- Interface with all organizational areas including underwriting, operations, originations, and investor services
- Produce investor reporting deliverables, due diligence requests, exposure reports, and ad hoc requirements
- Handle management reporting and special projects for internal stakeholders
Benefits
- general: Competitive salary range of $100,000 to $105,000 plus bonus
- general: Comprehensive medical, vision, and dental insurance
- general: Life and disability insurance coverage
- general: Hybrid work arrangement for better work-life balance
- general: Fast-track career advancement opportunities within months
- general: Professional development and growth in a dynamic finance environment
Tags & Categories
Answer 10 quick questions to check your fit for Finance Operations Associate - Careers at Robert Half @ Robert Half.
Related Books and Jobs
Finance Operations Associate - Careers at Robert Half
Robert Half
Finance Operations Associate - Careers at Robert Half
Job Description
Finance Operations Associate - Fast-Track Career Opportunity at Robert Half in Chicago, IL
Join Robert Half in this exciting Finance Operations Associate role based in the heart of Chicago, Illinois, United States. This hybrid position offers a competitive salary range of $100,000 to $105,000 plus bonus, comprehensive benefits, and a rare fast-track career advancement opportunity expected to progress quickly within months. If you're a detail-oriented finance professional passionate about fund operations, leverage facilities, and reporting infrastructure, this role at a dynamic firm will propel your career forward. To apply, send your resume to john.sadofsky@roberthalf.c0m.
About the Role
As a Finance Operations Associate, you'll play a pivotal role in managing critical financial operations for investment funds. This position is ideal for ambitious professionals seeking rapid growth in finance operations, credit facilities administration, and stakeholder reporting. Located in vibrant Chicago, IL, the hybrid setup combines office collaboration with remote flexibility. Dive into fund leverage management, liquidity forecasting, and advanced analytics using cutting-edge tools like PowerBI, WSO, Geneva, and Salesforce. This isn't just a job—it's a launchpad for leadership in asset management and private credit.
Key Responsibilities
Your day-to-day will be dynamic and impactful:
- Oversee fund leverage facilities, handling drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews, and all associated reporting and analytics.
- Build and optimize the firm's reporting infrastructure tailored to leverage providers, investors, and counterparties, ensuring accuracy and efficiency.
- Maintain borrowing base data integrity, process waterfalls for principal/interest tracking, and leverage systems like PowerBI for automated dashboards.
- Monitor portfolio metrics, fund liquidity, and cash positions while developing forecasting models.
- Collaborate with external partners including leverage providers, custodians, and auditors.
- Update pricing models for deal teams, interface across departments (underwriting, originations, IT), and deliver investor reports, due diligence, and ad hoc analyses.
- Execute special projects and management reporting to drive internal decision-making.
Expect hands-on involvement in high-stakes finance operations that directly influence fund performance and growth.
Required Qualifications
To succeed, bring:
- A Bachelor's degree in Finance, Accounting, Business, or equivalent.
- 2-4 years in finance operations, fund admin, banking, or credit facilities.
- Proficiency in Excel, financial modeling, and BI tools (PowerBI preferred).
- Familiarity with WSO, Geneva, Salesforce, or similar platforms.
- Strong analytical mindset for covenant compliance, liquidity forecasting, and metrics tracking.
- Exceptional communication for cross-functional and external interactions.
- Proven ability to automate processes and manage multiple deliverables in fast-paced settings.
Prior experience in private credit, asset management, or hedge funds is a plus. SEO keywords: Finance Operations jobs Chicago, Leverage Facilities Associate, Fund Reporting Specialist IL.
Why Join Us
Robert Half offers more than a paycheck—this is a career accelerator. Enjoy $100K-$105K base plus bonus, full medical/dental/vision/life/disability benefits, and hybrid flexibility in Chicago. The fast-track path promises promotions within months, exposing you to senior leaders and high-impact projects. Thrive in a collaborative culture with growth in private markets finance. Chicago's finance hub provides networking galore. Apply now to john.sadofsky@roberthalf.c0m and step into a role blending operations expertise with strategic influence. Keywords: Robert Half Finance Jobs, Chicago Hybrid Finance Careers, Fund Operations Associate.
(Word count: 728)
Locations
- Chicago, Illinois, United States
Salary
100,000 - 105,000 USD / yearly
100,000 - 105,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Fund leverage facilities managementintermediate
- Borrowing base certificatesintermediate
- Covenant monitoringintermediate
- PowerBIintermediate
- WSOintermediate
- Genevaintermediate
- Salesforceintermediate
- Liquidity managementintermediate
- Cash forecastingintermediate
- Investor reportingintermediate
Required Qualifications
- Bachelor's degree in Finance, Accounting, or related field (experience)
- 2-4 years of experience in finance operations, fund administration, or credit facilities (experience)
- Strong analytical skills with proficiency in financial modeling and data analysis (experience)
- Experience with business intelligence tools like PowerBI (experience)
- Knowledge of financial systems such as WSO, Geneva, or Salesforce (experience)
- Excellent communication skills for liaising with internal teams and external providers (experience)
- Detail-oriented with strong organizational abilities (experience)
- Ability to manage multiple priorities in a fast-paced environment (experience)
Responsibilities
- Manage fund leverage facilities including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews, and reporting
- Develop and enhance reporting infrastructure for internal and external stakeholders using tools like PowerBI, WSO, Geneva, and Salesforce
- Maintain data integrity in borrowing bases and process waterfalls for principal and interest collections
- Establish dashboards and processes for diverse reporting needs and monitor key portfolio ratios and metrics
- Monitor fund liquidity, manage cash positions, and perform liquidity management and cash forecasting
- Liaise with external service providers such as leverage providers, collateral custodians, and auditors
- Maintain pricing models for deal teams to analyze return and leverage projections
- Interface with all organizational areas including underwriting, operations, originations, and investor services
- Produce investor reporting deliverables, due diligence requests, exposure reports, and ad hoc requirements
- Handle management reporting and special projects for internal stakeholders
Benefits
- general: Competitive salary range of $100,000 to $105,000 plus bonus
- general: Comprehensive medical, vision, and dental insurance
- general: Life and disability insurance coverage
- general: Hybrid work arrangement for better work-life balance
- general: Fast-track career advancement opportunities within months
- general: Professional development and growth in a dynamic finance environment
Tags & Categories
Answer 10 quick questions to check your fit for Finance Operations Associate - Careers at Robert Half @ Robert Half.
Related Books and Jobs