Credit Operations Associate

Nextera Search Group; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Nextera Search Group in New York is seeking an experienced Credit Operations Associate to support daily investment and fund operations within our investment management platform. You will coordinate with internal teams and external partners, maintain data integrity for portfolios and transactions, and assist with reporting and reconciliations while identifying workflow improvements.

This role requires 3–8+ years in credit, loan, fund, or investment management operations and a bachelor’s degree in

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 3–8+ years of experience in credit, loan, fund, or investment management operations.
• Strong attention to detail and ability to manage competing priorities.

Responsibilities

• Support daily investment and fund operations for the investment management firm.
• Coordinate with internal teams and external service providers to resolve operational matters.
• Maintain and review portfolio, fund, and transaction data for accuracy and completeness.
• Assist with investment reporting, reconciliations, and related operational deliverables.
• Identify opportunities to improve workflows and support business growth.

Skills

Attention to detail

Data management

Time management

Communication

Education

Bachelor's degree in Finance

Job description

A Private Equity is seeking an experienced professional to join their team as a Credit Operations Associate.

Responsibilities:

• Support daily investment and fund operations for an investment management firm.
• Assist with operational activities throughout the investment lifecycle, ensuring accurate and timely processing.
• Coordinate with internal teams and external service providers to resolve operational matters.
• Maintain and review portfolio, fund, and transaction data for accuracy and completeness.
• Assist with investment reporting, reconciliations, and related operational deliverables.
• Identify opportunities to improve workflows and support business growth.
• Maintain operational controls, procedures, and supporting documentation.

Qualifications:

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• Experience in credit, loan, fund, or investment management operations.
• 3-8+ years of relevant experience in credit, loan, fund, or investment management operations.
• Strong attention to detail and organizational skills, with the ability to manage competing priorities.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong communication skills and experience coordinating across teams and external partners.
• Proactive approach to resolving issues and improving processes.