Portfolio Operations Manager
San Mateo, Canada · Full Time
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- Experience
- 5–8 yrs
- Salary
- —
- Openings
- 1
- Posted
- 2 days ago
Where you'll work
Job description
About the Company
Hercules Capital is a specialty finance firm that provides senior secured venture growth loans to fast-growing, innovative businesses supported by top venture capital and private equity investors.
About the Role
The Portfolio Operations Manager will be responsible for handling legal paperwork, safeguarding collateral, and coordinating compliance tasks after loans are closed across the venture lending portfolio.
Responsibilities
- Coordinate loan amendments, waivers, and other required legal documents.
- Ensure custody procedures are followed for collateral items such as stock certificates and warrants.
- Handle UCC-related filings and support lien perfection activities.
- Review documentation carefully to ensure files are complete and audit-ready.
- Work closely with investment, legal, and accounting teams on portfolio-related matters.
Requirements
- 5 to 8 years of experience in loan operations or collateral custody, ideally within a BDC or private credit organization.
- Solid organizational ability and strong command of legal documentation processes.
- Practical experience in collateral handling and UCC filing work.
- Highly detail-focused and able to juggle several deadlines in a busy environment.