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Guggenheim

Late-growth, mature-stage global investor

Warehouse Loan Operations Associate

Finance & BankingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • Three to five years of hands-on experience in loan closing and structured finance operations is required.
  • A proven track record in warehouse lending or asset-backed finance is required.
  • Understanding of structured finance mechanics, borrowing base structures, and waterfall calculations is required.
  • Proficiency with ClearPar or comparable loan management systems is required.
  • Experience with virtual data room administration is required.
  • Expert-level Microsoft Excel and Access skills are required.
  • Strong communication and interpersonal skills are required.
  • Ability to collaborate across functions is required.
  • Ability to work in high-pressure, fast-paced environments is required.
  • Strong multitasking, organizational, detail-oriented, and problem-solving abilities are required.
  • Ability to operate with accountability and ownership is required.

Responsibilities

  • Execute loan closing processes and settlement activities.
  • Process and validate draw requests, including borrowing base calculations and covenant compliance.
  • Coordinate with legal counsel on borrowing conditions precedent.
  • Support loan settlement funding and reconciliation.
  • Manage trade settlement flows, platform reconciliations, and remediation of breaks.
  • Coordinate with Administrative Agents on reporting requirements and portfolio performance data.
  • Work with Paying Agents to process waterfall distributions and ensure transaction document compliance.
  • Assist in resolving agent-related issues and discrepancies, escalating to a senior team member as needed.
  • Collaborate with outsourced services and customers.
  • Administer loan system data and maintain accurate records.
  • Execute complex wire instructions and payment waterfalls.
  • Prepare investor reporting and compliance documentation.
  • Help maintain and document operational procedures.
  • Draft confidentiality agreements as needed.
  • Partner with Warehouse Origination, Portfolio Management, Ops/Treasury, Finance, Risk, Legal, Compliance, and Business Operational teams.
  • Reconcile and process third-party invoicing.

Desired Qualifications

  • Basic familiarity with the Bloomberg terminal is preferred.

About the Company

Guggenheim

Late-growth, mature-stage global investor

Guggenheim provides growth capital by investing $5–$10 million in late-stage companies with 1,001–5,000 employees. It targets internationally active firms across markets including the UAE, India, Hong Kong, the UK, and major U.S. and European cities, delivering a single mid-to-large investment per deal to support expansion, with possible follow-on support. The firm focuses on a narrow band of growth-stage companies, rather than startups or very large enterprises, to balance risk and growth potential. Its goal is to help growing companies scale operations and market presence while aiming for attractive returns for its investors.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$1.8B
Headquarters
Chicago, IL
Founded
1999

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