Private Credit Trade Operations Associate - NYC Onsite

Career Group Search; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Career Group Search is seeking an Investment Operations Associate in New York, onsite, to join the Investment Operations Team. You will support the full trade lifecycle across private credit investments, including settlements, reconciliations, and reporting, while coordinating with brokers, custodians, and service providers.

You will work with cross-functional teams to identify process improvements, automate workflows, and strengthen governance and controls, leveraging AI tools to boost

Qualifications

• 1-3 years of experience in Trade Management, Investment Operations, or Finance

Responsibilities

• Supporting full lifecycle of private credit investments, including trade support and reconciliations
• Liaising with agents, custodians and counterparties to monitor settlement breaks
• Partnering with research, portfolio management, fund accounting, and technology to automate workflows
• Working with internal and external parties to address operational needs and drive resolution
• Enhancing operational infrastructure to drive scalability and governance
• Leveraging AI tools to improve productivity and decision-making

Skills

Time-sensitive environment

Cross-functional collaboration

Analytical problem-solving

Communication (verbal & written)

Attention to detail

Trade lifecycle knowledge

Order management systems / market data

Aladdin familiarity

Education

Bachelor’s degree in Finance, Accounting, Economics, or similar

Tools

Sentry

Allvue

LoanIQ

Wall Street Office

BlackRock Aladdin

Job description

Career Group Search is seeking an Investment Operations Associate in New York, onsite, to join the Investment Operations Team. You will support the full trade lifecycle across private credit investments, including settlements, reconciliations, and reporting, while coordinating with brokers, custodians, and service providers.

You will work with cross-functional teams to identify process improvements, automate workflows, and strengthen governance and controls, leveraging AI tools to boost