Credit Operations Specialist

Overview

• Join a leading financial services organization as a Credit Operations Specialist, driving operational excellence and innovation in credit transaction processes.
• Collaborate with cross-functional teams to enhance workflows and ensure seamless execution of diverse credit transactions.
• Engage with a variety of credit instruments, including loans, bonds, and structured investments, in a dynamic environment.
• Contribute to technology-driven initiatives aimed at enhancing automation and operational efficiency in credit operations.
• Ensure compliance, accuracy, and integrity in operational workflows supporting strategic investment activities.
• Work in a hybrid setting offering flexibility and opportunities for professional growth and development.
• Be part of a team valuing innovation, collaboration, and continuous improvement in financial operations.
• Contribute to the success of private credit and syndicated loan markets through meticulous operational support.

Key Responsibilities & Duties

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

Job Requirements

• Bachelor’s degree in finance, business, or a related 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 is essential.
• Strong proficiency in Microsoft Excel and analytical problem-solving skills is required.
• Excellent communication and interpersonal skills for effective collaboration in team settings.
• Ability to manage multiple workflows and thrive in dynamic, team-oriented environments.
• Experience in private and syndicated credit markets is preferred for this role.
• Demonstrated capability to take ownership of processes and expand responsibilities effectively.