Sr. Associate, Investment Operations

Position Summary

The Senior Associate, Investment Operations plays a critical role in supporting and enhancing the investment, portfolio management, and operational infrastructure of a growing private credit platform. This role independently manages complex operational processes across the investment lifecycle and serves as a key point of coordination between investment teams, operations, fund administrators, investment accounting, treasury, and external counterparties. The Senior Associate applies advanced operational and analytical expertise to resolve complex issues, improve scalability, and ensure the accuracy, timeliness, and integrity of investment operations in a fast-paced, transaction-driven environment.

What You Will Do

Operational Ownership & Business Enablement

• Independently manage the onboarding of new reinsurance deals into the investment operations infrastructure, including portfolio creation, portfolio mapping, and system setup.


• Lead the operational onboarding of new asset managers, funds, vehicles, and investment products, coordinating AML/KYC, subscription documentation, investment management agreements, and end-to-end operational readiness.


• Serve as an operational subject matter resource for new investment structures, partnering with cross-functional teams to ensure alignment and execution readiness.

Investment Lifecycle Management

• Own and coordinate operational processes across the private credit investment lifecycle, including funded and unfunded commitments, delayed-draw facilities, CML, RML, and structured notes.


• Coordinate funding requirements across treasury, finance, custodians, administrators, and counterparties to ensure timely and accurate settlement.


• Proactively identify, investigate, and resolve post-trade, settlement, and reconciliation issues, applying judgment and precedent-based solutions.


• Lead or independently execute operational process improvements to support scalability and transaction growth.

Controls, Reporting & Process Improvement

• Maintain and enhance standard operating procedures across multiple investment operations processes.


• Perform and oversee auditable control checks related to portfolio setup, asset transfers, cash movements, and valuation support.


• Produce, monitor, and analyze KPI metrics; escalate trends, risks, and control issues with clear recommendations.


• Identify process inefficiencies and partner with technology, data, and operations teams to support automation, system enhancements, and expanded use of AI.


• Design and support the development of automated reports and dashboards to improve portfolio transparency and stakeholder reporting.

Cross-Functional Collaboration & Advisory Support

• Act as a key operational liaison with investment, portfolio management, accounting, treasury, and external service providers.


• Track and coordinate capital calls and distributions with fund administrators and cash management teams.


• Monitor liquidity requirements for funds and separately managed accounts, anticipating funding needs and operational risks.


• Respond to complex ad-hoc inquiries related to investment data, operational activity, and reconciliation issues, providing clear analysis and recommendations.


• Provide guidance, knowledge sharing, and informal coaching to junior team members as needed.

What You Will Have

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.


• 3-6 years of progressive experience in investment operations, middle office, investment accounting, or data/analytics within asset management, insurance, reinsurance, or alternatives.


• Advanced working knowledge of fixed income securities and a strong understanding of private credit and alternative investment structures.


• Experience supporting investment structures commonly used in insurance and reinsurance platforms preferred.


• Demonstrated ability to independently manage complex operational processes and resolve non-routine issues using judgment and analysis.


• Strong analytical, organizational, and problem-solving skills with a continuous improvement mindset.


• Excellent written and verbal communication skills, with the ability to influence and collaborate across functions and with external counterparties.


• High attention to detail, strong ownership mentality, and the ability to manage multiple priorities under tight deadlines.