Investment Operations Associate Overview • The Investment Operations Associate will support trade operations and reporting across structured product asset classes, including private credit and syndicated loans. • Collaborate with internal teams and external parties to ensure seamless trade settlement and lifecycle management. • Leverage AI tools and advanced systems to enhance productivity and operational efficiency. • Contribute to process improvements and workflow automation to drive scalability and governance. • Work in a hybrid environment, balancing autonomy with teamwork in a dynamic setting. • Engage with broker-dealers, custodians, and service providers to address operational needs effectively. • Enhance operational infrastructure while maintaining focus on controls and compliance. • Participate in cross-functional collaboration to address complex transaction volumes and allocations. Investment Operations Associate Key Responsibilities & Duties • Support the full lifecycle of private credit investments, including trade allocation, settlement, and reconciliations. • Coordinate deal closings and funding activities across diverse credit products. • Monitor and resolve settlement breaks and exceptions with agents and servicers. • Collaborate with portfolio management, fund accounting, and technology teams to optimize workflows. • Enhance operational infrastructure to ensure scalability and compliance with governance standards. • Utilize AI tools to improve decision-making and operational output. • Perform detailed data reconciliations across multiple systems to ensure accuracy. • Address operational needs and drive resolutions through effective communication and collaboration. Investment Operations Associate Job Requirements • Bachelor’s degree in Finance, Accounting, Economics, or a related field. • 1-3 years of experience in trade management, investment operations, or finance within a buy-side environment. • Strong understanding of bank loans and trade lifecycle processes under LSTA/LMA standards. • Proficiency in enterprise LMS systems like Sentry, Allvue, LoanIQ, or similar platforms. • Experience with Blackrock Aladdin is preferred. • Excellent analytical, problem-solving, and communication skills. • Ability to manage high transaction volumes and complex allocations effectively. • Demonstrated ability to work autonomously and collaboratively in a fast-paced environment.