Senior Associate, Investment Operations Private Credit Overview • The Senior Associate, Investment Operations Private Credit role offers leadership opportunities in managing operational functions within private credit and asset-based finance. • Lead a team to ensure accurate execution of transactions, risk management, and portfolio support across the investment lifecycle. • Collaborate with portfolio management, legal teams, fund management, and external stakeholders for seamless operations. • Drive operational excellence, strengthen controls, and support scalability and growth of the business. • Develop and mentor investment operations professionals, enhancing team performance and fostering career growth. • Ensure adherence to operational controls, policies, and risk management standards while managing strategic priorities. • Contribute to process improvement initiatives and automation opportunities to enhance operational efficiency. • This hybrid role offers flexibility and a dynamic work environment within the financial services industry. Senior Associate, Investment Operations Private Credit Key Responsibilities & Duties • Lead deal execution processes, coordinating with internal and external stakeholders for timely and accurate transaction completion. • Capture and maintain trading activity within the Order Management System, ensuring accurate IBOR positions and records. • Manage wire payment processes, ensuring efficient deal funding and settlement while adhering to operational controls. • Coordinate private asset transfers and manage daily production tasks, including cash forecasting and positioning. • Research and resolve cash and position breaks in collaboration with stakeholders. • Prepare and distribute reports to support operational and management decision-making. • Identify and implement process improvements to enhance efficiency and support business growth. • Provide mentorship and leadership to team members, fostering accountability and collaboration. Senior Associate, Investment Operations Private Credit Job Requirements • Bachelor’s degree in Finance, Accounting, Business, or related discipline preferred; all majors considered. • Minimum of 7 years of experience in financial services, with expertise in investment operations and private credit. • At least 3 years of people leadership experience, including performance management and employee development. • Proficiency in Microsoft Office Suite, with intermediate or advanced skills. • Strong ability to evaluate complex issues, exercise judgment, and make risk-based decisions. • Experience interpreting credit and purchase agreements is advantageous. • Knowledge of loan servicing platforms like Aladdin Loan Manager is a plus. • Exceptional communication and stakeholder management skills to influence across all levels.