This role involves managing deal pipelines by reviewing data setups, ensuring accuracy in documentation, tracking transactions, and preparing reports.
Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
PRIMARY DUTIES AND RESPONSIBILITIES:
- Review and validate initial setup of companies, contacts, deals, securities, etc.
- Review, verify, and summarize administrative data related to new investment opportunities and dynamically track the progress of each transaction
- Scrub credit agreements/deal documentation for key datapoint and ensure all systems are updated accurately
- Track elements of the deal closing process and ensure receipt of executed documents
- Review final deal closing checklists and validate all tasks were correctly executed
- Perform various data checks to ensure the accuracy of key data points
- Run metrics on key performance indicators
- Take on any additional deal pipeline management related tasks
- Prepare and distribute weekly, monthly, quarterly, annual, and ad hoc reports
Additional Job Description:
- Strong knowledge of bank loans and credit agreements
- Self-motivated and proactive team player who takes ownership and accountability of assigned tasks
- Excellent organization and time management skills with ability to prioritize work and function with minimal guidance
- Effective articulation with excellent written and oral communication skills
- Experience with CRM systems or other relational databases
- Strong proficiency in MS Office applications including Excel, Word, and Outlook
Reporting Relationships
Principal, Pipeline ManagementThere is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
Top Skills
Crm Systems
Excel
MS Office
Outlook
Relational Databases
Word
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