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Investment Operations Manager

Job in New York, New York County, New York, 10261, USA
Listing for: Northbound Executive Search
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
    Banking Operations, Loan Servicing, Financial Compliance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 90000 - 140000 USD Yearly USD 90000.00 140000.00 YEAR
Job Description & How to Apply Below
Location: New York

Our client, located in New York, NY, is seeking a an Alternative Investment Operations Consultant to join their team. This role is ideal for professionals with hands-on experience in loan operations, investment operations, reconciliations, settlements, and operational process improvement.

Responsibilities
  • Support day-to-day investment operations, including data management, reconciliations, and reporting.
  • Review, interpret, and process loan notices with a high degree of accuracy.
  • Manage loan operations workflows, including trade capture, settlements, funding, and lifecycle event processing.
  • Perform cash, position, and transaction reconciliations while investigating and resolving exceptions.
  • Partner with Operations, Finance, Technology, and business stakeholders on strategic initiatives and operational enhancements.
  • Assist with operational build-outs, workflow improvements, and infrastructure initiatives.
  • Support projects across multiple credit investment strategies.
  • Research and resolve operational discrepancies across systems and counter parties.
  • Contribute to initiatives focused on improving operational efficiency and scalability.
Qualifications
  • Experience supporting credit, loan, or investment operations within financial services.
  • Strong understanding of the loan lifecycle and loan operations.
  • Ability to accurately read and interpret loan notices.
  • Hands-on experience with loan settlements, reconciliations, trade support, funding, and cash movements.
  • Experience supporting complex credit investment strategies, including direct lending, structured finance, asset-backed lending, or similar products.
  • Strong analytical, organizational, and problem‑solving skills.
  • Ability to thrive in a fast‑paced, collaborative environment while managing multiple priorities.
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