Investment Operations Manager Boston, MA
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-11-01
Listing for:
Daley And Associates, LLC.
Full Time
position Listed on 2026-11-01
Job specializations:
-
Finance & Banking
Financial Compliance, Risk Manager/Analyst, Banking & Finance -
Management
Risk Manager/Analyst, Banking & Finance
Job Description & How to Apply Below
A leading global investment firm is seeking an experienced Credit Operations Manager to oversee investment operations and reconciliation functions across a range of credit strategies and asset classes.
This is an opportunity to lead a global team, strengthen operational controls, and partner with investment, finance, and investor relations teams within a sophisticated credit investment platform.
Key Responsibilities:- Oversee credit investment operations, with a primary focus on reconciliations across loans, bonds, structured products, and CLOs
- Manage day-to-day activities of internal and external teams, ensuring accuracy, timeliness, and quality of deliverables
- Oversee cash and position reconciliations between internal records, trustees, custodians, and administrators
- Lead reconciliation break resolution, root cause analysis, and remediation efforts
- Manage relationships with CLO trustees, agent banks, trading counter parties, and other external partners
- Oversee loan servicing, corporate actions, interest and principal distributions, and related data accuracy
- Coordinate operational readiness for new CLO launches, closings, and investment onboarding
- Improve workflows, strengthen controls, monitor operational risks, and report key metrics to senior management
- Coach and develop team members while establishing priorities and accountability
- 8–10+ years of experience in financial services, ideally within credit operations
- Prior management experience within credit operations required
- Experience with CLOs, syndicated bank loans, structured products, or related credit investments
- Familiarity with Bloomberg and trading or settlement platforms
- Experience with Advent Geneva preferred
- Ability to interpret legal documents and credit agreements
- Strong Excel, analytical, problem-solving, and communication skills
- Bachelor's degree with a foundation in finance or accounting
$120,000–$130,000 base salary
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