Trade Support Associate

Arrow Search Partners; Stamford (CT); On-site; USD 100,000 - 125,000; Full time

Job summary

A global asset management firm is seeking a professional to manage operational support for private credit assets in Stamford, CT. The role includes designing workflows, maintaining documentation, and overseeing cash forecasts. The ideal candidate has a Bachelor’s degree in finance or economics and 4-7 years of experience in middle office roles. Knowledge of loan mechanics and systems like Geneva is crucial. A competitive salary range of $100,000-$125,000 is offered.

Qualifications

• 4-7 years of relevant middle office experience.
• Experience in private credit, leveraged loans or structured credit operations.
• Strong knowledge of CLOs and direct lending structures.

Responsibilities

• Set up operational support for private credit assets.
• Design and implement workflows and control frameworks.
• Verify and reconcile all positions and activity.

Skills

Middle office experience

Knowledge of private credit markets

Understanding of loan mechanics

Experience with Geneva

Education

Bachelor’s degree in finance, economics, or related field

Tools

Portfolio management systems

Risk management systems

Loan servicing systems

Job description

About The Company

Our client is a global asset management firm operating a multi-strategy platform that includes fundamental equities, systematic and quantitative strategies, and macro investing. The firm supports a large network of portfolio managers and investment teams through centralized risk management, technology, and operational infrastructure.

Responsibilities

• Set up and maintain operational support for private credit assets including creation and maintenance of static and reference data
• Design, enhance, and implement robust workflows, processes, and control frameworks
• Maintain documentation of operational procedures and control standards
• Verify and reconcile all positions, accruals, and activity between borrowers, third-party loan servicers, custodians, agents, and internal general ledger
• Review deal documentation and support closing workflows including funding coordination, cash movement oversight, covenant tracking, and other deal requirements
• Support liquidity management by preparing and updating cash forecasts
• Manage the full lifecycle of loan investments including trade entry, lifecycle event processing, monitoring and reconciling trade activity and cash flows across private credit products

Requirements

• Bachelor’s degree in finance, economics, or related field
• 4-7 years of relevant middle office experience
• Experience in private credit, leveraged loans, syndicated loans, structured credit operations, or loan administration
• Working knowledge of Geneva
• Strong knowledge of direct lending structures, syndicated loan mechanics, CLOs, SRTs, and broader private credit markets
• Familiarity with loan settlement processes, agency communications, and trade affirmation platforms
• Experience with portfolio, risk management, or loan servicing systems

Salary Range

$100,000-$125,000