Analyst, Credit Operations

Obra Capital, Inc

New York (NY)

On-site

USD 80,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Comprehensive Medical/Rx, Dental and V

401(k) program with company match

Flexible Savings Accounts (FSA)

Healthcare Savings Accounts (HSA) with

Life Insurance

Long-Term Disability and Short-Term

Commuter Benefits plan for parking and

Lunch stipend for employees

Job summary

Obra Institutional Credit (OIC), a unit of Obra Capital, Inc., seeks a Credit Operations Analyst for its New York City office. You will maintain our credit research platform, manage subscription access, and support operations while coordinating with the Montpelier office. This is a full-time role in NYC.

The position reports to the Head of Operations and requires 1–3 years in financial operations with solid math skills and attention to detail. Strong MS Office skills are essential.

Qualifications

Bachelor’s degree with strong academic record and proficiency in math.
1–3 years of relevant experience in financial operations or related field.
Understanding of financial markets, credit instruments, and basic accounting principles.
Strong attention to detail with the ability to manage multiple tasks and deadlines.

Responsibilities

Run Daily Performance calculations and distribute to Analysts and Portfolio Managers.
Bond and Loan trade allocations, trade affirmations, settlement of bond and loan trades, loan communications in ClearPar, distribution of Funding Memos to relevant parties.
Assist with CLO trade settlement activities.
Maintain SMA client’s portfolio activity including booking relevant transactions in internal systems.
Distributing monthly statements.
Processing relevant Corporate Actions and informing Portfolio Managers/Analysts involved.
Assistance with monthly cash and asset reconciliation.
Completing Monthly Best Executions.
Assist with new SMA client onboarding and closing of accounts.
Maintain office supply inventory, handle incoming mail, and direct incoming calls, visits and inquiries.
Support various administrative and ad hoc tasks as assigned.

Skills

Financial operations

Investment research

Analytical skills

Attention to detail

Communication

Discretion and confidentiality

Time management

Teamwork

Education

Bachelor's degree

Tools

Excel

Word

Outlook

PowerPoint

ClearPar

Job description

Company Overview

Obra Institutional Credit (OIC), a subsidiary of Obra Capital Inc., is a leading independent asset management and investment research firm, specializing in high-yield bonds and leveraged loans with a strong focus on rigorous, bottom-up credit analysis. OIC’s clients include industry-leading wealth managers, large public pension funds, and other leveraged finance investors.

Position Overview

OIC is seeking a Credit Operations Analyst to join our New York City office. Reporting to the Head of Operations for Obra Capital, this role will support our investment research business by maintaining our credit research platform, managing subscription access, and ensuring seamless operations. The Credit Operations Analyst will also provide support to the Montpelier office, assisting with general operations processing needs. This position will be full-time in our New York City office.

Responsibilities

Run Daily Performance calculations and distribute to Analysts and Portfolio Managers.
Bond and Loan trade allocations, trade affirmations, settlement of bond and loan trades, loan communications in ClearPar, distribution of Funding Memos to relevant parties
Assist with CLO trade settlement activities
Maintain SMA client’s portfolio activity including booking relevant transactions in internal systems
Distributing monthly statements.
Processing relevant Corporate Actions and informing Portfolio Managers/Analysts involved.
Assistance with monthly cash and asset reconciliation.
Completing Monthly Best Executions.
Assist with new SMA client onboarding and closing of accounts
Maintain office supply inventory, handle incoming mail, and direct incoming calls, visits and inquiries.
Support various administrative and ad hoc tasks as assigned.

Qualifications

1-3 years of relevant experience in financial operations, investment research, or a related field.
Bachelor’s degree with a strong academic record and a proficiency in math.
Understanding of financial markets, credit instruments, and basic accounting principles.
Strong attention to detail with the ability to manage multiple tasks and deadlines.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
Excellent communication skills, both written and verbal.
Ability to handle sensitive information with discretion and confidentiality.
Strong organizational and time management skills, with the ability to work independently and as part of a team.

In accordance with pay transparency laws the expected salary for this position is $80,000 to $100,000 per year. Salary is based on

Compensation:

The expected base salary range for this role is outlined below. In addition to the base salary, total compensation may include a discretionary bonus based on performance. This range given is a best faith estimate which reflects a variety of factors, including years of relevant experience, education, location and other qualifications pertinent to the position. Base salary does not include any other performance based compensation such as year end cash bonus.