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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.

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