Senior Investment Operations Associate Private Credit

A highly regarded investment firm is seeking a Senior Investment Operations Analyst to join a specialized credit finance team focused on CLOs leverage management and complex private credit structures. This individual will support liquidity forecasting borrowing base reporting facility management and reporting processes across a range of credit vehicles.

This role sits within a lean high-performing team and offers strong visibility across finance operations portfolio management lenders trustees and other external partners. The position is well suited for someone who wants exposure to sophisticated credit products and enjoys working through technical fund structures cash movements and financing arrangements.

The ideal candidate is detail-oriented analytical and comfortable working in Excel. Prior exposure to private credit CLOs structured credit fund finance credit operations or public accounting within financial services would translate well.

Company Overview & Benefits

• Total compensation package including base salary annual bonus and profit sharing
• Highly respected credit platform with exposure to private credit CLOs leverage facilities and complex fund structures
• Lean high-performing team environment with meaningful visibility across finance and investment operations

Responsibilities

• Leverage Facility Support:Support day-to-day activity related to credit facilities CLOs asset-backed financing arrangements BDCs evergreen funds and SMAs
• Liquidity & Cash Forecasting:Assist with forecasting liquidity needs monitoring available borrowing capacity and preparing borrowing or paydown requests
• Borrowing Base & Lender Reporting:Prepare and review borrowing base calculations lender reporting packages trustee reporting and other facility-related deliverables
• Quarterly Waterfall & Distribution Support:Assist with quarterly waterfall calculations distribution processes and related reporting requirements
• Cross-Functional Coordination:Work closely with finance operations portfolio management deal teams lenders trustees rating agencies and other external parties
• Credit Agreement & Compliance Review:Help review credit agreements understand reporting requirements and monitor key facility terms and deadlines
• Process Improvement & Analysis:Contribute to improving workflows reporting templates and internal processes as the platform continues to grow

What Were Looking For

• Relevant experience in private credit CLOs structured credit fund finance credit operations public accounting or financial services
• Strong Excel skills and comfort working with large data sets
• Exposure to credit facilities borrowing base mechanics CLOs or private credit structures preferred
• Accounting finance or related degree preferred