Credit Operations Manager

About the role

Atlantic Group is hiring a Credit Operations Manager in New York, NY for our client, supporting investment operations, liquidity management, trade settlement, portfolio monitoring, and fund operations within a private credit environment. This role will work closely with investment professionals while managing operational processes across credit investments, financing facilities, derivatives, counterparties, and portfolio reporting. The ideal candidate has buy-side middle office or investment operations experience with strong credit product knowledge and a technology-driven approach to process improvement.

Responsibilities

• Oversee daily investment operations, cash activity, liquidity requirements, and operational workflows across investment portfolios.
• Manage trade processing, allocations, settlements, corporate actions, and post-trade activities across credit and fixed income investments.
• Support onboarding, documentation, and ongoing operational relationships with financial institutions and external counterparties.
• Monitor portfolio activity, position data, reconciliations, and investment information while identifying and resolving discrepancies.
• Support fund accounting, financial reporting, reconciliations, and coordination with administrators and other service providers.
• Develop and enhance operational workflows, reporting tools, automation, and controls to improve accuracy and efficiency.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required.
• 5+ years of investment operations, middle office, trade operations, or related asset management experience is required.
• Strong knowledge of credit or fixed income investments, trade processing, settlements, reconciliations, and investment operations is required.
• Strong Microsoft Excel, investment management systems, data analysis, and reporting skills are required, with automation experience preferred.

Skills

• Strong analytical, problem-solving, communication, organizational, and attention to detail skills.
• Ability to collaborate with investment professionals and external partners.

Pay

$150,000–$175,000/year + bonus

Schedule

Monday to Friday (In-Office)