Director – Credit Operations

Overview

• Lead and oversee operational aspects of credit investment platforms, including syndicated loans and private credit assets.
• Provide strategic oversight of credit operations, ensuring adherence to control standards and best practices.
• Govern third-party outsourced service providers and agent bank servicing models effectively.
• Ensure operational activities align with industry guidelines and service level expectations.
• Contribute to scalable operating models to accommodate growth across credit strategies.
• Collaborate with internal teams to ensure consistent interpretation of loan notices and corporate actions.
• Identify opportunities for efficiency improvements and automation in workflows.
• Support technology enhancements and integration initiatives for operational scalability.

Key Responsibilities & Duties

• Oversee day-to-day credit operations, including trade processing, settlement, and reconciliations.
• Manage agent bank servicing models, ensuring compliance with guidelines and standards.
• Monitor third-party service providers, ensuring accuracy and adherence to procedures.
• Strengthen operational controls, including reconciliations and SOX processes.
• Identify and mitigate operational risks related to servicing activities.
• Collaborate with technology teams to enhance systems and workflows.
• Support portfolio activities, including restructurings, amendments, and complex credit events.
• Ensure outsourced processes align with internal policies and regulatory expectations.

Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; advanced degree preferred.
• 10+ years of experience in credit operations within financial services or asset management.
• Strong understanding of LSTA guidelines and syndicated loan servicing models.
• Experience managing agent bank servicing models and outsourced providers.
• Proficiency in trade lifecycle management, settlements, and reconciliations.
• Advanced Excel skills and ability to work with large data sets.
• Proven ability to strengthen controls and support investment objectives.
• Excellent analytical, problem-solving, and communication skills.