VP, Credit Operations

Atlantic Group; New York (NY); On-site; USD 250,000 - 400,000; Full time

Job summary

Atlantic Group, a leading trading and investment platform, seeks a senior operations leader to oversee the full lifecycle of private credit investments from execution through portfolio oversight. You will collaborate with Investment, Finance, Treasury, Legal, and external counterparties to ensure timely closings, funding, and settlement.

The role requires deep expertise in direct lending, CLOs, and syndicated loans, along with mastery of platforms like ClearPar and Loan IQ.

Qualifications

• 10–20 years of credit operations experience, ideally within a private credit fund, alternative asset manager, hedge fund, or other sophisticated investment platform.
• Significant experience with direct lending, CLOs, syndicated loans, or related private credit strategies.
• Strong understanding of the complete loan lifecycle, including trade execution, funding, settlement, amendments, corporate actions, and ongoing portfolio administration.

Responsibilities

• Lead end-to-end operational support across private credit investments, including direct lending, CLOs, syndicated loans, and other credit strategies.
• Partner with Investment, Finance, Treasury, Legal, Compliance, and external counterparties to ensure timely and accurate deal closings, funding, and settlement.
• Serve as a primary liaison with fund administrators, agents, custodians, and counterparties to manage settlement pipelines, resolve breaks, and minimize funding delays.
• Oversee trade capture, settlements, internal transfers, fund-level KYC, and ongoing loan activity using platforms such as ClearPar, Loan IQ, WSO, and IHS Markit.
• Supervise daily cash and position reconciliations, investment onboarding, corporate actions, loan documentation, and administrator workflows to maintain accurate books and records.
• Ensure transaction documentation is properly executed and maintained in accordance with LSTA/LMA standards, internal policies, and operational controls.
• Partner with Finance and Fund Accounting on quarterly closes, annual audits, data validation, and investment-level reporting.
• Identify opportunities to automate workflows, strengthen controls, improve data integrity, and build scalable infrastructure as the private credit platform grows.
• Serve as a senior operational partner to investment and business leadership while helping establish best practices and enhance the firm's broader credit operations framework.

Skills

Excel

Leadership

Communication skills

Data management

Automation

Tools

ClearPar

Loan IQ

WSO

IHS Markit

Job description

Join a leading trading and investment platform in a senior leadership role overseeing the full operational lifecycle of private credit investments. This position will play a critical role in transaction execution, portfolio oversight, operational controls, and the continued buildout of a growing credit platform.

Responsibilities:

• Private Credit Operations: Lead end-to-end operational support across private credit investments, including direct lending, CLOs, syndicated loans, and other credit strategies.
• Transaction Execution & Settlement: Partner with Investment, Finance, Treasury, Legal, Compliance, and external counterparties to ensure timely and accurate deal closings, funding, and settlement.
• Agent & Administrator Management: Serve as a primary liaison with fund administrators, agents, custodians, and counterparties to manage settlement pipelines, resolve breaks, and minimize funding delays.
• Trade & Loan Processing: Oversee trade capture, settlements, internal transfers, fund-level KYC, and ongoing loan activity using platforms such as ClearPar, Loan IQ, WSO, and IHS Markit.
• Portfolio Oversight: Supervise daily cash and position reconciliations, investment onboarding, corporate actions, loan documentation, and administrator workflows to maintain accurate books and records.
• Controls & Governance: Ensure transaction documentation is properly executed and maintained in accordance with LSTA/LMA standards, internal policies, and operational controls.
• Financial Reporting Support: Partner with Finance and Fund Accounting on quarterly closes, annual audits, data validation, and investment-level reporting.
• Process Improvement & Automation: Identify opportunities to automate workflows, strengthen controls, improve data integrity, and build scalable infrastructure as the private credit platform grows.
• Leadership & Strategy: Serve as a senior operational partner to investment and business leadership while helping establish best practices and enhance the firm's broader credit operations framework.

Qualifications:

• Experience: 10–20 years of credit operations experience, ideally within a private credit fund, alternative asset manager, hedge fund, or other sophisticated investment platform.
• Private Credit Expertise: Significant experience with direct lending, CLOs, syndicated loans, or related private credit strategies.
• Transaction Knowledge: Strong understanding of the complete loan lifecycle, including trade execution, funding, settlement, amendments, corporate actions, and ongoing portfolio administration.
• Industry Systems: Hands-on experience with platforms such as ClearPar, Loan IQ, WSO, IHS Markit, or similar credit and loan operations systems.
• Technical Skills: Strong Excel and data management capabilities with experience improving workflows through technology and automation.
• Leadership: Proven ability to take ownership of complex operational processes, manage external service providers, and partner effectively with senior investment professionals.
• Attributes: Highly analytical, detail-oriented, and proactive with strong communication skills and the ability to operate effectively in a fast-paced trading environment.

Compensation & Work Arrangement:

• Total Compensation: $250,000–$350,000, with potential flexibility up to approximately $400,000 for the right candidate.
• Location: Midtown New York City.

Application Notice:

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.