Operations Specialist
Position: Operations Specialist
Location: Charlotte, NC
Compensation: $95,000-$105,000 base salary + 25-30% annual performance bonus
Industry: Investment Management
Employment Type: Full-Time
A leading global credit investment firm is seeking a highly motivated Operations Specialist to join its dynamic Operations team. This role supports a premier distressed credit platform and offers the opportunity to work closely with front office professionals and cross-functional teams in a fast-paced, collaborative environment.
Key Responsibilities:
- Provide middle and back office support for funds investing in bank loans, bonds, equities, real estate, and derivatives.
- Collaborate with the front office on new transactions and portfolio-related inquiries (P&L, exposure, trade activity).
- Partner with tax, accounting, reporting, and treasury teams to support daily operations.
- Maintain and reconcile fund transactions and inventory in a portfolio accounting system.
- Review daily P&L and control diagnostics.
- Coordinate with fund administrators on cash, position, and accrual reconciliations.
- Contribute to a wide range of operational projects and process improvements.
Qualifications:
- Bachelor's degree in a relevant field with a strong academic record; accounting knowledge is a plus.
- 4-6 years of experience in financial services, preferably in operations or fund administration.
- Strong understanding of financial instruments including equities, bonds, and derivatives.
- Advanced proficiency in Microsoft Excel.
- Excellent communication skills with the ability to interact confidently with internal stakeholders and senior management.
- CFA designation or candidacy is a plus.
- Demonstrated drive, ambition, and a collaborative mindset.
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