Roundtree Search is partnering with a leading Australian private credit manager on an exciting dual-mandate hire based in Sydney.
The role is a dual role with responsibilities for ensuring best-in-market transaction execution as well as portfolio management for the Select Credit Fund and institutional mandates. A key part of the role is being across the details of the loans, keeping on top of the moving parts and ensuring strong communication of all deliverables and dependencies to the team.
Key Responsibilities
* Leading end-to-end transaction execution, from initial loan structuring through to settlement and ongoing management during the life of the loan
* Reviewing (and writing where capacity requires) credit papers, term sheets, progress claims and pay-out figures/settlement statements. A particular focus is ensuring that credit papers are of the appropriate standard and contain the requisite level of detail before being submitted to the Head of Credit
* Reviewing models for construction deals to ensure returns / IRRs are accurate as well as residual stock models to ensure discharges and residual LVRs are accurate
* Leading lawyer correspondence during execution process, reviewing loan documentation, managing completion of CPs and liaising with Originators on commercial terms
* Managing internal stakeholder relationships to ensure transactions are underwritten to a consistent and high-quality standard
* Management of loans during their lifecycle including reviewing construction draws prior to submission to the Head of Credit and leading weekly team meetings on conditions subsequent and ensuring timely follow-up and communication with borrowers and internally.
People Management
* Managerial responsibility for junior analysts, managing workflow capacity and ensuring timelines are adhered to
* Training and coaching junior analysts to improve their credit-writing and transaction execution capability
* Management of transaction pipeline and capacity for funds (managing portfolio analytics spreadsheet)
* Contributing to discussion in Deal Selection Committee and Credit Committee meetings wearing the investor "hat" – capacity, fit within broader portfolio, returns
* Ensuring compliance of loans with IMAs and requesting exceptions where required and appropriate
* Regular fund reporting to executives and external stakeholders (SRED monthly report, quarterly flipboards, SIMAL meetings) – including reports on portfolio composition, capacity for further deployment and cash inflows/outflows, defaults, IMA exceptions, etc.
Business Building
* Contributing to broader business process improvement initiatives to accelerate execution speed and reduce errors
* Contribution to drafting thought leadership and marketing materials.
The Ideal Candidate
* 7–12 years' experience in real estate private credit, construction finance, or CRE lending
* Proven track record in loan execution and credit underwriting, ideally within a non-bank lender, debt fund, or credit-focused asset manager
* Strong working knowledge of construction finance, LTV/LVR analysis, and credit documentation
* Experience managing or mentoring junior analysts
* Comfortable operating across both execution detail and fund-level portfolio management
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