Analyst / Senior Analyst – Credit Operations (Hybrid, 3 Days In-Office)
Location: New York, NY | Experience: 3–6 years | Compensation: $150K–$200K all-in (based on experience)

A leading investment firm is seeking an Analyst or Senior Analyst to join its Credit Operations team. This role provides full lifecycle support across trade execution, treasury, portfolio monitoring, and reporting for a global credit portfolio.

Responsibilities:

• Manage trade closings for loans, bonds, and private credit investments

• Coordinate with banks, custodians, and loan agents on settlements and cash flows

• Track portfolio performance and exposure; prepare return and compliance analysis

• Reconcile data across WSO, Allvue/Black Mountain, and internal systems

• Manage cash flow projections, operating wires, and treasury processes

• Prepare regular reporting packages and support audit requests

• Contribute to system enhancements and analytics initiatives

Requirements:

• 3–6 years of experience in credit operations, fund accounting, or private markets

• Bachelor’s degree in Finance, Accounting, or Economics

• CPA or CFA preferred

• Experience with WSO or Allvue/Black Mountain a plus

• Strong attention to detail, analytical mindset, and ability to manage multiple priorities

Additional Details:

• Hybrid schedule: 3 days in-office, 2 remote

• Compensation varies based on experience; all-in range: $150K–$200K

Apply now to join a high-performing team with strong growth potential and hands-on exposure across credit investments.