Senior Investment Operations Associate - Credit & Alternative Investments

Selby Jennings; Charlotte (NC); Hybrid; USD 85,000 - 125,000; Full time

Job summary

Selby Jennings in Charlotte, NC, is seeking a Senior Investment Operations Associate focused on Credit and Alternative Investments. You will support middle and back-office operations across multiple vehicles and manage trade lifecycles, settlements, and reconciliations.

This role offers exposure to complex credit instruments and collaboration with investment professionals and senior leadership, with opportunities to drive process improvements and automation in a respected platform.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4–6 years of experience in investment operations, loan operations, trade support, fund operations, settlements, or middle office functions.
• Strong understanding of bank loans, fixed income securities, and equities.
• Advanced Excel skills and strong analytical capabilities.
• CFA designation or progress toward CFA is a plus.

Responsibilities

• Support middle and back-office operations across multiple investment vehicles.
• Manage trade lifecycle activities, including trade entry, allocations, confirmations, and settlements.
• Oversee bank loan notices, trade claim processing, and distribution activity.
• Partner with fund administrators to monitor cash, position, and accrual reconciliations.
• Review daily P&L reporting and operational controls.
• Assist with process improvement initiatives, automation projects, and operational enhancements.
• Interact directly with investment professionals, counterparties, service providers, and senior leadership.

Skills

Advanced Excel

Analytical capabilities

Excellent communication

Process automation

CFA progression

Education

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

Job description

Senior Investment Operations Associate - Credit & Alternative Investments

Location: Charlotte, NC (Hybrid)

A leading alternative investment manager with a long-standing track record in credit and special situations investing is seeking a Senior Investment Operations Associate - Credit & Alternative Investments to join its growing Operations team. This position offers the opportunity to support a sophisticated investment platform with exposure to a broad range of credit products, including bank loans, bonds, trade claims, equity investments, and private transactions.

Key Responsibilities

• Support middle and back-office operations across multiple investment vehicles.
• Manage trade lifecycle activities, including trade entry, allocations, confirmations, and settlements.
• Oversee bank loan notices, trade claim processing, and distribution activity.
• Partner with fund administrators to monitor cash, position, and accrual reconciliations.
• Review daily P&L reporting and operational controls.
• Assist with process improvement initiatives, automation projects, and operational enhancements.
• Interact directly with investment professionals, counterparties, service providers, and senior leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Approximately 4-6 years of experience within investment operations, loan operations, trade support, fund operations, settlements, or middle office functions.
• Strong understanding of financial instruments, including bank loans, fixed income securities, and equities.
• Advanced Excel skills and strong analytical capabilities.
• Excellent communication skills with the ability to work across multiple teams and stakeholders.
• Experience with process automation, workflow improvement, or operational efficiency initiatives is highly preferred.
• CFA designation or progress toward the CFA is a plus.

What Makes This Opportunity Attractive?

• Exposure to complex credit and alternative investments.
• High-visibility role working closely with investment professionals and senior leadership.
• Collaborative, team-oriented culture focused on professional development and mentorship.
• Opportunity to contribute to operational improvements and strategic initiatives within a highly respected investment platform.