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Senior Credit Investment Operations Executive

Location: San Francisco, CA
Salary: DOE



This is a new position due to growth. The ideal candidate will have excellent operational skills and be able to help lead and mentor the Credit Operations team members across multiple locations. Have a deep understanding of the credit business and the ability to work closely with Trading, Portfolio Management Operations, Technology, Finance, Legal, and Compliance leaders.


  •  Assist in the management of day-to-day operations of the Credit business as well as other smaller businesses under the firm’s umbrella with tradeable securities.
  • Plan, co-ordinate and supervise various activities relating to any aspect of the operational workflow, from pre-trade compliance to trade settlement to liquidity management to corporate action processing to portfolio accounting to cash reconciliation.
  • Help lead a global team. Direct and guide the team, prioritize requests from stakeholders, weigh up cost/benefit and set team direction accordingly.
  • Identify areas of operational risk and execute plans to mitigate them.
  • Be a trusted advisor to the Front Office and other Business Operations / Finance teams.
  • Develop, support and enforce best practices and operational standards within the team.


  • 15yrs+ experience in Financial Services;
  •  7yrs+ of hands-on operational experience with credit assets in the alternative investment industry.
  • Acute attention to detail • Process, Control and Technology-oriented mindset
  • Deep knowledge of credit instruments (both bonds and loans) and the credit market.
  • Experience working with front office investment professionals.
  • Data management
  • Liquid, distressed and private credit loans
  • Hands on Loan, Equity and Bond Trade Settlement
  • Treasury Management
  • Offshore team management
  • Advent Geneva; BMS Everest; ClearPar; Fund Accounting knowledge
  • Technology, business analyst and/or programming experience