Operations Analyst (Credit)

Atlantic Group; Stamford (CT); On-site; USD 65,000 - 86,000; Full time

Job summary

Atlantic Group in Stamford, CT is seeking an Operations Analyst (Credit) to support cash management, reconciliations, trade operations, and portfolio reporting within a credit investment platform.

This in-office role offers exposure to credit products, large data set analysis, and close collaboration with operations and investment teams to manage daily activity.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field preferred.
• 1+ years in operations or finance with data analysis exposure preferred.
• Exposure to credit products or financial markets preferred.
• Advanced Excel skills including PivotTables and SUMIFS required.
• Strong analytical, organizational, and problem-solving skills with attention to detail.

Responsibilities

• Cash Management: Support wire processing, cash reporting, and liquidity tracking activities.
• Reconciliations: Perform cash and position reconciliations to ensure data accuracy.
• Trade Support: Assist with trade settlements and operational processing across credit products.
• Portfolio Reporting: Aggregate pricing data and support valuation and reporting processes.
• Counterparty Onboarding: Assist with account setup, documentation, and KYC processes.
• Data Analysis: Work with large data sets to identify discrepancies and support reporting needs.

Skills

Data analysis

Analytical thinking

Attention to detail

Strong communication

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

PivotTables

SUMIFS

Excel

Job description

Job Overview – Operations Analyst (Credit)

Location: Stamford, CT

Schedule: Monday to Friday (In-office)

Atlantic Group is hiring an Operations Analyst (Credit) in Stamford, CT for our client, supporting cash management, trade operations, and portfolio reporting within a credit investment platform. This role works closely with operations and investment teams to manage daily activity including reconciliations, payments, and data analysis. The position offers exposure to credit products and the opportunity to work with large data sets in a fast-paced environment.

Responsibilities as the Operations Analyst (Credit):

• Cash Management: Support wire processing, cash reporting, and liquidity tracking activities.
• Reconciliations: Perform cash and position reconciliations to ensure data accuracy.
• Trade Support: Assist with trade settlements and operational processing across credit products.
• Portfolio Reporting: Aggregate pricing data and support valuation and reporting processes.
• Counterparty Onboarding: Assist with account setup, documentation, and KYC processes.
• Data Analysis: Work with large data sets to identify discrepancies and support reporting needs.

Qualifications for the Operations Analyst (Credit):

• Education: Bachelor’s degree in Finance, Economics, or a related field preferred.
• Experience: 1+ years of experience in operations or finance is required, with exposure to data analysis or large data set manipulation preferred.
• Industry Knowledge: Exposure to credit products or financial markets preferred.
• Technical Skills: Advanced Excel skills including PivotTables and SUMIFS required.
• Skills & Attributes: Strong analytical, organizational, and problem-solving skills with attention to detail.

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.