Teams at Petra Funds Group

Lead and execute operational processes for liquid credit investments, overseeing trade capture through settlement, resolving exceptions, reconciling OMS to accounting, generating operational reports, partnering with portfolio managers/traders/finance/custodians, supporting BSLs/CLOs/RMBS, improving workflows, and maintaining controls.

Serve as the operational backbone for portfolio management: build reporting, dashboards, and data infrastructure; monitor portfolio risk and covenants; support quarterly valuations; aggregate and validate borrower/fund data; drive automation and data pipelines; liaise with valuation vendors; and produce recurring and ad hoc analyses for investment stakeholders.

Lead the configuration and optimization of the Allvue platform, manage cross-functional initiatives, support client onboarding, and resolve complex system issues.