Credit Operations Specialist

Overview

• Join a dynamic financial services firm as a Credit Operations Specialist, contributing to operational excellence and supporting strategic investment initiatives.
• Collaborate with cross-functional teams to optimize credit operations and ensure seamless execution of processes.
• Engage with diverse credit instruments, including loans, bonds, and structured investments, in a fast-paced environment.
• Participate in technology-driven projects aimed at enhancing operational efficiency and automation.
• Contribute to maintaining compliance, accuracy, and integrity across critical operational processes.
• Support investment activities in private credit and syndicated loan markets, ensuring effective execution.
• Work in a hybrid environment that fosters flexibility and professional development opportunities.
• Be part of a team that values innovation, collaboration, and continuous improvement.

Key Responsibilities & Duties

• Manage and enhance investment lifecycle processes, ensuring operational efficiency and accuracy.
• Perform reconciliations, address exceptions, and coordinate with external service providers.
• Execute trade bookings, corporate actions, and restructurings within the firm's systems.
• Maintain reference data for portfolios, assets, and issuers to ensure data integrity.
• Coordinate settlement processes with agents, brokers, banks, and custodians.
• Assist in deal execution, including documentation preparation and fund flow coordination.
• Oversee KYC processes for new investments and administrative agent roles.
• Identify opportunities for process improvements and support technology testing initiatives.

Job Requirements

• Bachelor’s degree in a relevant field is required.
• Minimum of 3 years of experience in operational or financial services roles, with fund accounting knowledge.
• Proven expertise in loan operations and familiarity with diverse credit instruments.
• Strong proficiency in Microsoft Excel and analytical problem-solving skills.
• Excellent communication and interpersonal skills for effective collaboration.
• Ability to manage multiple workflows and thrive in dynamic, team-oriented environments.
• Experience in private and syndicated credit markets is preferred.
• Demonstrated capability to take ownership of processes and expand responsibilities.