Credit Operations Specialist

Overview

• Join a dynamic financial services firm as a Credit Operations Specialist, contributing to the growth and efficiency of the credit platform.
• Collaborate across multiple teams to manage operational processes and support investment strategies.
• Engage in a hybrid work environment with opportunities for professional development and growth.
• Work on diverse credit instruments, including loans, bonds, TRS, CDS, and private placements.
• Contribute to technology initiatives, enhancing operational efficiency and automation.
• Take ownership of processes, ensuring accuracy and compliance in daily operations.
• Support the firm’s strategies across private credit, syndicated loans, and structured investments.
• Participate in year-end audits and maintain updated operational manuals.

Key Responsibilities & Duties

• Develop relationships with internal teams to understand the investment lifecycle.
• Review reconciliations and resolve exceptions with third-party service providers.
• Book trades, corporate actions, and restructurings within the firm’s OMS system.
• Create and maintain reference data for portfolios, assets, and issuers.
• Coordinate settlement processes with agents, brokers, banks, and custodians.
• Assist with deal execution, including documentation and fund flow preparation.
• Manage KYC processes for new investments and administrative agent roles.
• Respond to corporate action and proxy voting requests efficiently.
• Support technology testing and escalate opportunities for process automation.

Job Requirements

• Bachelor’s Degree in a relevant field preferred.
• Minimum of 3 years of operational or financial service experience in fund accounting.
• Loan operations experience required, with exposure to multiple credit instruments.
• Proficiency in Microsoft Excel and strong analytical skills.
• Excellent oral and written communication and interpersonal abilities.
• Ability to manage multiple workflows and thrive in collaborative environments.
• Experience with private and syndicated credit markets preferred.
• Comfortable taking ownership of processes and increasing responsibilities over time.