Senior Associate Investment Operations

Recruiting Resources, Inc.; New York (NY); Hybrid; USD 140,000 - 185,000; Full time

Job summary

A leading global investment manager is seeking a Senior Associate in Investment Operations for their Private Credit platform. This competitive role requires 3-5 years of experience in private credit and investment operations, offering exposure to capital planning and fund optimization in a hybrid work environment.

Benefits

Exposure to senior leadership

Career advancement potential

Work at a top-tier investment manager

Qualifications

• 3–5 years relevant experience in private credit, investment operations, or direct lending.
• Direct experience with fixed income and private credit fund structures.

Responsibilities

• Assist in credit facility structuring and execution of financings.
• Maintain and enhance cash forecasting tools, manage capital flows.
• Deliver reporting for credit facilities and communicate with external parties.

Skills

Financial Modeling

Analytical Skills

Advanced Excel Proficiency

Education

Bachelor’s Degree in Accounting, Finance, or related field

Job description

A leading, highly reputable global investment manager specializing in alternative investments is seeking a sharp, detail-oriented Senior Associate – Investment Operations to join their growing Private Credit platform.

**$140-$185K Total Comp (Bases + Full Annual Bonus)**

**Hybrid 3 days/week in office**

This role is ideal for a financial professional with 3–5 years of experience in private credit, investment operations, or credit-focused roles.

You’ll be part of a collaborative and high-growth environment, working alongside top-tier professionals in a firm committed to innovation and operational excellence. This is a career-advancing opportunity with direct visibility into capital planning, liquidity management, fund optimization, and strategic reporting for private credit funds.

Key Responsibilities

• Capital & Leverage Management: Assist in credit facility structuring, execution of financings (e.g., subscription and asset-backed credit facilities), and financial model development.
• Cash & Liquidity Forecasting: Maintain and enhance forecasting tools, manage cash requirements, and optimize timing of capital flows and borrowings.
• Portfolio Optimization: Analyze fund and deal pipeline data to support efficient deployment within facility and investment guidelines.
• Reporting & Stakeholder Management: Deliver reporting for credit facilities, communicate with external parties (banks, rating agencies, co-investors), and track covenant compliance and other company-level data.
• Ad Hoc Financial Modeling: Support return projections for new investment vehicles and strategic fund analysis.
• Investor Support & Presentations: Contribute to investor relations and help create presentations for key stakeholders including Board members and financial institutions.
• Cross-Functional Collaboration: Work closely with internal teams across Investment, Fund Accounting, Risk, Legal, and more.
• Tech & Process Initiatives: Support firm-wide improvements in data and technology platforms for operational efficiency.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3–5 years of relevant experience in private credit, investment operations, or direct lending.
• Strong financial modeling and analytical skills with advanced Excel proficiency.
• Direct experience with fixed income and private credit fund structures and operations.
• Highly organized, detail-oriented, and capable of thriving in a fast-paced environment.
• Strong interpersonal skills and ability to communicate with internal and external stakeholders.

Why Join?

• Work at a top-tier investment manager known for innovation and integrity.
• Exposure to senior leadership, investment teams, and strategic projects.
• High-impact role with career advancement potential in a growing platform.

Compensation:
$185,000 per year