Senior Investment Operations Associate - Credit & Alternative Investments

Location:
Charlotte, NC (Hybrid)

A leading alternative investment manager with a long-standing track record in credit and special situations investing is seeking a Senior Investment Operations Associate
- Credit & Alternative Investments to join its growing Operations team. This position offers the opportunity to support a sophisticated investment platform with exposure to a broad range of credit products, including bank loans, bonds, trade claims, equity investments, and private transactions.

• Support middle and back-office operations across multiple investment vehicles.
• Manage trade lifecycle activities, including trade entry, allocations, confirmations, and settlements.
• Oversee bank loan notices, trade claim processing, and distribution activity.
• Partner with fund administrators to monitor cash, position, and accrual reconciliations.
• Review daily P&L reporting and operational controls.
• Assist with process improvement initiatives, automation projects, and operational enhancements.
• Interact directly with investment professionals, counter parties, service providers, and senior leadership.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Approximately 4-6 years of experience within investment operations, loan operations, trade support, fund operations, settlements, or middle office functions.
• Strong understanding of financial instruments, including bank loans, fixed income securities, and equities.
• Advanced Excel skills and strong analytical capabilities.
• Excellent communication skills with the ability to work across multiple teams and stakeholders.
• Experience with process automation, workflow improvement, or operational efficiency initiatives is highly preferred.
• CFA designation or progress toward the CFA is a plus.

• Exposure to complex credit and alternative investments.
• High-visibility role working closely with investment professionals and senior leadership.
• Collaborative, team-oriented culture focused on professional development and mentorship.
• Opportunity to contribute to operational improvements and strategic initiatives within a highly respected investment platform.