Analyst, Credit Operations

About the role

OIC, a subsidiary of Obra Capital Inc., is a leading independent asset management and investment research firm specializing in high-yield bonds and leveraged loans with a strong focus on rigorous, bottom-up credit analysis. OIC’s clients include industry-leading wealth managers, large public pension funds, and other leveraged finance investors.

OIC is seeking a Credit Operations Analyst to join its New York City office. Reporting to the Head of Operations for Obra Capital, this role will support the investment research business by maintaining the credit research platform, managing subscription access, and ensuring seamless operations. The Credit Operations Analyst will also provide administrative support to the Montpelier office, assisting with office management tasks and general operational needs.

Responsibilities

• Run daily performance calculations and distribute to analysts and portfolio managers.
• Handle bond and loan trade allocations, trade affirmations, settlement of bond and loan trades, loan communications in ClearPar, and distribution of funding memos to relevant parties.
• Assist with CLO trade settlement activities.
• Maintain SMA client portfolio activity, including booking relevant transactions in internal systems.
• Distribute monthly statements.
• Process relevant corporate actions and inform portfolio managers and analysts involved.
• Assist with monthly cash and asset reconciliation.
• Complete monthly best executions.
• Assist with new SMA client onboarding and closing of accounts.
• Maintain office supply inventory, handle incoming mail, and direct incoming calls, visits, and inquiries.
• Support various administrative and ad hoc tasks as assigned.

Qualifications

• 1–3 years of relevant experience in financial operations, investment research, or a related field.
• Bachelor’s degree with a strong academic record and proficiency in math.
• Understanding of financial markets, credit instruments, and basic accounting principles.
• Strong attention to detail with the ability to manage multiple tasks and deadlines.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Excellent written and verbal communication skills.
• Ability to handle sensitive information with discretion and confidentiality.
• Strong organizational and time management skills, with the ability to work independently and as part of a team.

Pay

The expected base salary range for this role is $80,000 to $100,000 USD per year. Salary is based on compensation factors including years of relevant experience, education, location, and other qualifications pertinent to the position. In addition to the base salary, total compensation may include a discretionary bonus based on performance.

Benefits

• Comprehensive medical, prescription drug, dental, and vision plans.
• 401(k) program with company match.
• Flexible Spending Accounts (FSA) and Healthcare Savings Accounts (HSA) with company contribution.
• Basic and voluntary life insurance.
• Long-Term Disability (LTD) and Short-Term Disability (STD) insurance.
• Commuter benefits plan for parking and transit.
• Daily lunch stipend for all employees.