If you are an internal associate, please login to Workday and apply through Jobs Hub. PPM America, Inc. PPM America, Inc. (PPM) is a client-focused investment manager, and our mission is to deliver client-specific solutions and world class service to investors in the pursuit of their unique investment objectives. PPM prides itself on being a nimble, investment-led organization that is responsive to the opportunities that our teams discover together. Click here for a description of our assets under management and our investment strategies.
PPM was named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. Our communication style is informal, and we encourage collaboration by giving our teams the freedom to speak openly and share new ideas. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career, and at PPM you would join a community of employees with a long track record of dedicating their time and support to local nonprofits with the effort of strengthening local families and increasing economic opportunities.
At PPM, we believe that diversity and inclusion are integral to the success of our growth and longevity. PPM is committed to a culture of respect and believe that inclusion is the key to this culture, enabling our ability to innovate, execute, and grow for the benefit of our associates, clients, shareholders, and the communities where we live.
Investment Grade Private Credit Investment Grade Private Credit group manages an approximate $6.1 billion portfolio of unregistered fixed income securities across traditional private, credit tenant lease, project finance and transportation segments. The group is responsible for evaluating structure and relative value, executing primary and secondary trades, performing portfolio management and performance attribution analysis.
Bank Loans The Bank Loan group manages approximately $3.7 billion in below investment grade broadly syndicated loans. The group manages eight funds including six Collateralized Loan Obligations (CLOs), one mutual fund on the Jackson Variable Annuity Platform and one separately managed account. There are five portfolio managers in the group that are responsible for these funds. There are nearly 400 loan investments under management. The group tracks all information flow from agent banks regarding all new and existing loans.
Job Purpose The Administrative Assistant for the Investment Grade Private Credit ("IGPC") and Bank Loan teams at PPM America is responsible for the organization, maintenance, cataloguing and continual downloading of the team's offering materials, correspondences and documents. This role evaluates current processes as well as develop and maintain existing systems for document storage, and is responsible for document security and access, ensuring only the appropriate individuals have permission to access the files.
Essential Responsibilities - Download and retrieve documents from multiple sources, including databases and emails
- Catalog and store documents in appropriate folders/locations, adhering to regulatory requirements for record retention and making the documents easily accessible to team members
- Respond to team member requests for documents and information
- Maintain confidentiality and security of information, assigning access only to the appropriate individuals
- Schedule and maintain calendar of appointments, meetings, travel itineraries and coordinates related arrangements
- Perform a wide range of general administrative duties including, copying, scanning, filing and processing invoices
Desired Skills & Experience - Outstanding organizational and time management skills
- Solid written and verbal communication skills including the ability to edit and compose correspondence
- Solid interpersonal skills and ability to communicate effectively with senior management and peers
- Solid PC skills including Microsoft Office
- Ability to prioritize, coordinate multiple activities and follow up on projects with minimum supervision
- Ability to handle sensitive confidential information
- Independent professional with exemplary attention to detail
- Bachelor's Degree or Associate's Degree preferred
Required Skills & Experience - High School Diploma or equivalent (G.E.D) required
- 3+ years of administrative experience in financial services, legal or professional services
Benefits At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.
- Competitive salary and bonus
- Medical, dental and vision coverage
- 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
- Tuition and professional certification reimbursement
- Paid parental leave
- Adoption assistance
- Holidays and paid time off
- Paid time off to volunteer
- Life insurance
- Gift matching
Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.
Base Pay: $28.85 - $40.87