Senior Investment Operations Associate - Credit & Alternative Investments
Senior Investment Operations Associate - Credit & Alternative Investments
Location: Charlotte, NC (Hybrid)
A leading alternative investment manager with a long-standing track record in credit and special situations investing is seeking a Senior Investment Operations Associate - Credit & Alternative Investments to join its growing Operations team. This position offers the opportunity to support a sophisticated investment platform with exposure to a broad range of credit products, including bank loans, bonds, trade claims, equity investments, and private transactions.
Key Responsibilities
- Support middle and back-office operations across multiple investment vehicles.
- Manage trade lifecycle activities, including trade entry, allocations, confirmations, and settlements.
- Oversee bank loan notices, trade claim processing, and distribution activity.
- Partner with fund administrators to monitor cash, position, and accrual reconciliations.
- Review daily P&L reporting and operational controls.
- Assist with process improvement initiatives, automation projects, and operational enhancements.
- Interact directly with investment professionals, counterparties, service providers, and senior leadership.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Approximately 4-6 years of experience within investment operations, loan operations, trade support, fund operations, settlements, or middle office functions.
- Strong understanding of financial instruments, including bank loans, fixed income securities, and equities.
- Advanced Excel skills and strong analytical capabilities.
- Excellent communication skills with the ability to work across multiple teams and stakeholders.
- Experience with process automation, workflow improvement, or operational efficiency initiatives is highly preferred.
- CFA designation or progress toward the CFA is a plus.
What Makes This Opportunity Attractive?
- Exposure to complex credit and alternative investments.
- High-visibility role working closely with investment professionals and senior leadership.
- Collaborative, team-oriented culture focused on professional development and mentorship.
- Opportunity to contribute to operational improvements and strategic initiatives within a highly respected investment platform.
If you are interested in learning more about this confidential opportunity, please apply directly or reach out for a private conversation.
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