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What You’ll Do:
- Work as part of the Professional Services organization to support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
- Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform.
- Coordinate and oversee the data ingestion process to ensure smooth onboarding and updates.
Client Relationship Management:
- Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
- Contribute to Quarterly Business Reviews (QBRs) by providing insights on client usage patterns, engagement metrics, and key feedback.
- Develop, maintain, and update internal and external knowledge base articles to enhance client enablement and internal operational efficiency.
What We’re Looking For:
- A solid academic background with a degree in finance, business, economics, or a related field.
- 2-3 years of experience in leveraged finance, investment banking, or private equity at a top-tier firm.
TermGrid
TermGrid is rewriting the rules of private capital markets by building the category-defining operating system for deal professionals. They are the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage their financing workflows.