Credit Operations Manager

Atlantic Group; New York (NY); On-site; USD 150,000 - 175,000; Full time

Job summary

Atlantic Group in New York, NY seeks a Credit Operations Manager to oversee investment operations, trade settlements, and fund administration within a private credit environment.

The role emphasizes process improvement, automation, and collaboration with investment professionals and external counterparties; salary is $150,000-$175,000 annually plus bonus, in-office schedule.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business or related field.
• 5+ years of investment operations, middle office or related asset management experience.
• Strong knowledge of credit or fixed income investments, trade processing, settlements, reconciliations.
• Proficient in Excel, investment systems, data analysis and reporting; automation preferred.
• Analytical, problem-solving, communication, organizational and detail-oriented with collaborative mindset.

Responsibilities

• Oversee daily investment operations, cash activity and liquidity requirements.
• Manage trade processing, allocations, settlements, corporate actions and post-trade activities.
• Support onboarding and ongoing relationships with financial institutions and counterparties.
• Monitor portfolio activity, reconciliations and investment information, resolve discrepancies.
• Support fund accounting, reporting, reconciliations and coordination with administrators.
• Develop and enhance workflows, reporting tools, automation and controls.

Skills

Analytical skills

Problem solving

Communication

Organizational skills

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Microsoft Excel

Investment management systems

Data analysis

Reporting

Automation

Job description

Job Overview - Credit Operations Manager

Compensation: $150,000-$175,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (In-Office)

Atlantic Group is hiring a Credit Operations Manager in New York, NY for our client, supporting investment operations, liquidity management, trade settlement, portfolio monitoring, and fund operations within a private credit environment. This role will work closely with investment professionals while managing operational processes across credit investments, financing facilities, derivatives, counterparties, and portfolio reporting. The ideal candidate has buy-side middle office or investment operations experience with strong credit product knowledge and a technology-driven approach to process improvement.

Responsibilities as the Credit Operations Manager:

• Investment Operations: Oversee daily investment operations, cash activity, liquidity requirements, and operational workflows across investment portfolios.
• Trade Operations: Manage trade processing, allocations, settlements, corporate actions, and post-trade activities across credit and fixed income investments.
• Counterparty Coordination: Support onboarding, documentation, and ongoing operational relationships with financial institutions and external counterparties.
• Portfolio Operations: Monitor portfolio activity, position data, reconciliations, and investment information while identifying and resolving discrepancies.
• Fund Operations: Support fund accounting, financial reporting, reconciliations, and coordination with administrators and other service providers.
• Process Improvement: Develop and enhance operational workflows, reporting tools, automation, and controls to improve accuracy and efficiency.

Qualifications for the Credit Operations Manager:

• Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required.
• Experience: 5+ years of investment operations, middle office, trade operations, or related asset management experience is required.
• Industry Knowledge: Strong knowledge of credit or fixed income investments, trade processing, settlements, reconciliations, and investment operations is required.
• Technical Skills: Strong Microsoft Excel, investment management systems, data analysis, and reporting skills are required, with automation experience preferred.
• Skills & Attributes: Strong analytical, problem-solving, communication, organizational, and attention to detail skills with the ability to collaborate with investment professionals and external partners are required.

Application Notice:

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.