Credit Operations Analyst – NYC Finance & Research

Obra Capital; New York (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical/Dental/Vision plans

401(k) with company match

Lunch stipend

Job summary

Obra Institutional Credit in New York City seeks a Credit Operations Analyst to uphold daily credit research operations and internal controls. You will manage the credit research platform, access subscriptions, and support CLO trade settlement and SMA client activity.

Reporting to the Head of Operations, you will also assist the Montpelier office with general operations, coordinate with analysts and portfolio managers, and handle administrative tasks including mail, calls, and inventory.

Qualifications

• 1-3 years of relevant experience in financial operations or investment research.
• Bachelor’s degree with strong math skills.
• Understanding of financial markets and credit instruments.

Responsibilities

• Run daily performance calculations and distribute to Analysts and Portfolio Managers.
• Bond and Loan trade allocations, trade affirmations, settlement of trades, and loan communications.
• Assist with CLO trade settlement activities.
• Maintain SMA client portfolio activity including booking transactions in internal systems.
• Distribute monthly statements and process relevant corporate actions.

Skills

Math proficiency

Attention to detail

Communication

Discretion

Education

Bachelor's degree

Tools

Excel

Word

Outlook

PowerPoint

Job description

Obra Institutional Credit in New York City seeks a Credit Operations Analyst to uphold daily credit research operations and internal controls. You will manage the credit research platform, access subscriptions, and support CLO trade settlement and SMA client activity.

Reporting to the Head of Operations, you will also assist the Montpelier office with general operations, coordinate with analysts and portfolio managers, and handle administrative tasks including mail, calls, and inventory.