Operations Analyst/ Associate

Selby Jennings; New York (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

Selby Jennings is seeking an Operations Analyst/Associate in New York to support loan administration and treasury operations across the investment lifecycle. You will work with internal teams and external partners to ensure accurate data, insightful reporting, and smooth processing of financing and infrastructure transactions.

The role offers hands-on experience in cash management, liquidity planning, and bank reconciliations, with exposure to alternative credit operations and a fast-growing

Qualifications

• Bachelor's degree or higher from an accredited institution.
• 3+ years of experience in asset management, private credit, lending, investment banking, or commercial banking.
• Advanced Excel skills, including financial modeling and complex data analysis.
• Strong knowledge of finance, treasury operations, and loan products with related structures.
• Hands-on experience in cash management, including cash flow projections, liquidity planning, and budgeting.

Responsibilities

• Manage the full loan lifecycle, including booking new transactions, processing amendments and restructurings, coordinating funding, invoicing, rate setting, income and expense processing, and cash reconciliations.
• Develop and refine methodologies and processes to support new investment types.
• Review, interpret, and oversee legal documentation for loan onboarding and ongoing administration.
• Provide accurate loan data and collaborate on specifications for proprietary systems.
• Respond to borrower audit requests and ensure timely delivery of required information.
• Prepare investor reports and due diligence materials on portfolio performance.
• Execute daily cash positioning, liquidity management, and bank account reconciliations.
• Oversee fund administration and audit processes, including ticketing, reporting, and monthly/quarterly reconciliations.

Skills

Advanced Excel

Financial modeling

Data analysis

Cash management

Treasury operations

Loan products

Education

Bachelor's degree or higher

Tools

Excel

Job description

Job Title: Operations Analyst/ Associate

Location: New York, NY (on-site)

Salary: $100k - $125k + bonus

Summary:

Join a fast-growing alternative credit investment firm as an Operations Analyst/Associate, supporting the day-to-day management of loan administration and treasury operations. This role offers broad exposure across the investment lifecycle, providing the opportunity to work closely with internal teams and external partners while gaining hands-on experience in critical operational processes. You'll contribute to high-profile financing and infrastructure projects, develop a strong foundation in alternative credit operations, and build the skills and experience needed to accelerate your career growth within a dynamic investment platform.

In this role you will be responsible for:

• Manage the full loan lifecycle, including booking new transactions, processing amendments and restructurings, coordinating funding, invoicing, rate setting, income and expense processing, and cash reconciliations.
• Develop and refine methodologies and processes to support new investment types.
• Review, interpret, and oversee legal documentation for loan onboarding and ongoing administration.
• Provide accurate loan data and collaborate on specifications for proprietary systems.
• Respond to borrower audit requests and ensure timely delivery of required information.
• Prepare investor reports and due diligence materials on portfolio performance.
• Execute daily cash positioning, liquidity management, and bank account reconciliations.
• Oversee fund administration and audit processes, including ticketing, reporting, and monthly/quarterly reconciliations.

The ideal candidate should have the following qualifications and skills:

• Bachelor's degree or higher from an accredited institution.
• 3+ years of experience in asset management, private credit, lending, investment banking, or commercial banking.
• Advanced Excel skills, including financial modeling and complex data analysis.
• Strong knowledge of finance, treasury operations, and loan products with related structures.
• Hands-on experience in cash management, including cash flow projections, liquidity planning, and budgeting.