Credit Operations Analyst

Overview

• Support credit operations by managing asset servicing, investment monitoring, and security master maintenance in a dynamic financial services environment.
• Collaborate with internal teams, borrowers, and external service providers to ensure seamless operational alignment and efficiency.
• Perform reconciliations of cash and positions to maintain financial accuracy and operational integrity.
• Assist in audit confirmation processes and contribute to yearly financial reviews and compliance documentation.
• Participate in cross-functional projects aimed at enhancing workflows and system efficiency.
• Provide backup support for critical operations, including wire transfers, trade settlements, and fund activities.
• Work in a hybrid environment, combining remote flexibility with on-site collaboration opportunities.

Key Responsibilities & Duties

• Maintain and update security master data, ensuring compliance with credit agreements and operational standards.
• Monitor and book investment activities, ensuring accurate processing of wires and allocation of expenses.
• Perform daily reconciliations of cash and positions, ensuring operational accuracy and integrity.
• Engage with financial institutions and service providers to streamline processes and enhance collaboration.
• Support audit processes by preparing confirmations and maintaining accurate documentation.
• Contribute to projects focused on improving operational workflows and system efficiency.
• Provide operational support for fund activities, including wire transfers and trade settlements.
• Collaborate across teams to ensure seamless operations and alignment with organizational goals.

Job Requirements

• Bachelor’s degree in a relevant field from an accredited institution.
• 3-6 years of experience in financial services, asset management, or banking operations.
• Proficiency in Microsoft Office applications, particularly Excel, for operational tasks.
• Experience with Wall Street Office software or similar platforms is advantageous.
• Knowledge of private credit operations and reconciliation processes is highly desirable.
• Strong analytical and problem-solving skills to address operational challenges effectively.
• Effective communication skills to interact with diverse stakeholders and teams.
• Ability to thrive in a fast-paced, dynamic work environment with hybrid flexibility.