in private credit or real estate investments Familiarity with operational tools such as IVP, Allvue, ClearPar, CBRE, and Geneva...
, Allvue, ClearPar, CBRE, and Geneva Strong technical skills in SQL, Power BI, Tableau, and advanced Excel Excellent problem...
with Allvue Everest and Wall Street Office or comparable systems used in private credit/debt investments. Leadership Skills...
lending space Strong Excel modeling & analytical skills. Wall Street Office, Sentry, and/or Allvue (fka Black Mountain...
with QuickBooks Online. Proficient with fund administration software (e.g., Investran, Dynamo, Allvue, Carta, First Rate Vantage...
Intacct and/or Allvue along with supporting workpapers. Support interim quarter-end accounting closes and reporting. Assist...
and accounting guidelines Previous exposure with Wall Street Office or Allvue (fka Black Mountain) is a plus Previous exposure...