Transaction Operations Specialist

The Opportunity:  

Chatham’s Financial Risk Advisory group is experiencing continued growth in interest rate and foreign currency (FX) hedging activity. To support this momentum, we’re hiring Transaction Operations Specialists into the U.S. private equity real estate team to play a key role in ensuring the smooth execution and documentation of hedging transactions. This role is critical to our ability to deliver operational excellence and scale our services efficiently. 

You’ll work at the intersection of client service, transaction management, and documentation—coordinating across internal teams as well as external clients and counterparty banks to help execute financial hedges that mitigate risk for our clients. 

What You’ll Do: 

• Coordinate pre- and post-trade documentation with clients and dealer banks. 

• Enter transaction details and documentation into Chatham’s proprietary transaction management system. 

• Support the onboarding and ISDA documentation process, collaborating with internal legal experts and external stakeholders. 

• Confirm and validate trade economics to ensure accuracy at execution and post-trade. 

• Help clients ensure funds are properly settled on transaction dates. 

• Monitor and report on key operational workflows: documentation status, deal pipeline, client communications, and deadlines. 

• Collaborate with our central operations team to meet compliance requirements, including KYC and AML protocols. 

• Review loan agreements to extract and interpret economic terms relevant to hedge structuring. 

• Stay current on derivatives regulations and provide process guidance related to compliance and trade execution. 

• Contribute to training initiatives by sharing knowledge of documentation standards and regulatory requirements. 

What Success Looks Like: 

• Delivering timely and accurate transaction execution support to internal teams and clients. 

• Enhancing the scalability and efficiency of trade operations. 

• Developing subject matter expertise in derivatives documentation, operations, and regulatory processes. 

• Growing into a trusted partner for internal stakeholders, clients, and counterparty banks. 

What You Bring: 

• Strong organizational skills and a proactive mindset. 

• Attention to detail and consistent accuracy in a fast-paced, deadline-driven environment. 

• Excellent communication skills—both written and verbal. 

• Comfort with numbers and the ability to quickly learn financial terminology. 

• A collaborative and flexible approach to problem-solving and process improvement. 

Preferred Experience: 

• At least 2 years of professional experience in operations, finance, documentation, or client service. 

• Background in bank operations or as a paralegal is a plus. 

• Experience improving or managing processes in a team setting. 

• A degree in any field. Finance is not required, but quantitative comfort is important.