Senior/Lead Analyst, Private Credit Operations

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $434.6 billion in assets under management (as of 30 June 2026) for global clients spanning more than 50 countries. We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS: Inclusive & Diverse, Dedicated to Teamwork, Excellent, Accountable, Leaders, and Solutions-Oriented.

About the Role

The Senior/Lead Analyst, Private Credit Operations role will support all operational activities within the private credit team at Loomis Sayles. This role offers the opportunity to work with multiple teams across the firm, including other operations groups, valuations, investment management, investment product, fund services, legal and compliance, and information technology teams. The role will assist in the development and enhancement of private market operational processes and controls, integrating and maintaining private credit workflows into the newly developed operating model alongside our traditional public credit environment. We seek someone with substantial experience supporting private credit teams, motivated to learn about our strategies and opportunities within the private credit space. This position reports to the Head of Investment Operations.

About the Team

The Private Credit team manages strategies focused on investing in corporate debt, asset-based securities, and infrastructure debt on behalf of institutional clients in separate accounts and commingled vehicles. The growing team is comprised of individuals located in Minneapolis, MN, Boston, MA, Chicago, IL, and remotely. This is an opportunity to join a young and entrepreneurial business unit within a global asset manager with over $400 billion in AUM.

Responsibilities

• Support all operational aspects of the private credit lifecycle, from deal execution through settlement and payoff in a holistic environment that combines private and public credit positions.
• Perform private credit administration activities, identifying and capturing the necessary attributes required to book transactions.
• Serve as the primary contact between Loomis and client custodian banks for private investments, including closing and settlement coordination and all post-settlement activity.
• Assist the investment and legal teams with closing activities and transaction management both internally and with external service providers.
• Act as the first line of support to resolve issues with settlement, payment discrepancies, fund administration, agency, and custodial teams.
• Support investment and trading teams with new security setup, trade compliance, and trade execution processes.
• Stay abreast of regulatory requirements and understand investment guidelines across multiple asset classes, products, and investment teams, acting as the first line of support for queries.
• Assist the legal team with deal amendments and coordinate updates to downstream systems.
• Work with Operations and Client Relationship teams to answer custodian questions, investigate agency discrepancies, and respond to client queries.
• Act as data steward for all private market data, working with operational teams to update discrepancies in various internal systems.
• Serve as the Private Market liaison for various cross-functional projects, ensuring private markets has representation on major firm-wide initiatives.

Requirements

• Bachelor’s degree required. Degree in Finance, Economics, Math, or Computer Science preferred.
• 7+ years’ experience in a private credit operations role supporting the private credit lifecycle.
• Experience reviewing Private Credit loan documents (credit agreements, amendments, payoffs) for key terms and operational details.
• Strong technical skills, including proficiency in MS Excel, comfort with mid-level data manipulation, and ability to learn new systems.
• Solid math and quantitative skills.
• Ability to fluidly prioritize competing demands for time and attention.
• Ability to work independently and demonstrate a high level of self-management.
• Keen attention to detail and highly organized.
• Ability to think critically and challenge the norm.
• Experience implementing new processes and operating models.
• Effective written and oral communication skills.

Pay

The salary range for this position is $105,000 - $140,000 USD. Your starting salary will be based on your experience, skills, qualifications, and local benchmarking. This position is also eligible for a discretionary annual incentive award, based on individual and company performance.

Benefits

In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being, and financial security. At Loomis Sayles, we believe benefits should empower our employees to thrive—at work and beyond. Our global benefits are designed with both local and global needs in mind, ensuring that wherever you work, you have the support and resources to succeed.