Senior Associate-Investment Operations-Leading Alternative Investment Management Firm-NY!

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

Job summary

A leading, reputable global investment manager is seeking a detail-oriented Senior Associate for their Investment Operations team. This role involves capital management, liquidity forecasting, and data analysis within a collaborative environment, offering significant career advancement opportunities for qualified candidates.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Student loan assistance

Child care support

Paid paternity leave

Tuition assistance

Disability insurance

Qualifications

• 3–5 years of experience in private credit or investment operations.
• Strong financial modeling and advanced Excel proficiency.
• Highly organized and detail-oriented.

Responsibilities

• Assist in credit facility structuring and financing.
• Maintain and enhance cash and liquidity forecasting tools.
• Deliver reporting for credit facilities and communicate with external parties.

Skills

Financial modeling

Analytical skills

Interpersonal skills

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Excel

Job description

Senior Associate-Investment Operations-Leading Alternative Investment Management Firm-NY!

Senior Associate-Investment Operations-Leading Alternative Investment Management Firm-NY!

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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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Investment Management, Financial Services, and Capital Markets

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Student loan assistance

Child care support

Paid paternity leave

Tuition assistance

Disability insurance

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