Private Credit Operations

Nextera Search; United States; Hybrid; USD 140,000 - 225,000; Full time

Job summary

An investment management firm in New York City is seeking a Private Credit Operations Associate. This mid-senior level role will serve as the main contact for trading desk inquiries and improve processes in a hybrid work environment. The ideal candidate has a Bachelor’s degree and 2-10 years of experience in financial operations, with strong communication and analytical skills.

Qualifications

• 2 to 10 years of experience in financial operations or trade support.
• Strong understanding of the trade lifecycle, including capture and settlement processes.
• Proven experience handling front office inquiries.

Responsibilities

• Serve as the main point of contact for trading desk inquiries.
• Collaborate with trading desks and technology teams to improve processes.
• Design and implement dashboards to track trading activity.

Skills

Financial operations

Trade support

Communication skills

Organizational skills

Attention to detail

Collaboration

Education

Bachelor’s degree

Tools

Bloomberg

IHS Markit

Capital IQ

Job description

This range is provided by Nextera Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $225,000.00/yr

An Investment Management firm based in New York City is seeking an experienced professional to join their team as a Private Credit Operations Associate. This role will follow a hybrid schedule.

Responsibilities

• Serve as the main point of contact for trading desk inquiries, providing support and coordination for post-trade operations across diverse asset classes and strategies.
• Collaborate with trading desks, technology teams, and operations to improve processes, strengthen controls, enhance data quality, and reduce operational risk.
• Design and implement workflows, dashboards, and tools to track trading activity, maintain institutional knowledge, and drive operational efficiency.
• Support initiatives aimed at expanding middle office capabilities and enabling the firm to effectively manage new investment strategies or asset classes.
• Perform other duties, as needed.

Qualifications

• Bachelor’s degree with 2 to 10 years of relevant experience in financial operations or trade support.
• Strong understanding of the trade lifecycle, including trade capture, P&L, security master data, and settlement processes.
• Excellent communication and organizational skills, strong attention to detail, and a proactive mindset in a fast-paced environment.
• Proven experience handling front office inquiries and collaborating with internal and external stakeholders to resolve operational issues.
• Ability to design or contribute to dashboards and analytics that provide actionable operational insights.
• Ability to design or contribute to dashboards and analytics that provide actionable operational insights.
• Proficient with financial software such as Bloomberg, IHS Markit, or Capital IQ, and comfortable using middle and back-office tools.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Investment Management and Financial Services