Senior Investment Operations Analyst

Job Summary

To support the bank loan portfolio, the full-time Senior Investment Operations Analyst will provide day-to-day operations support, focusing on governance framework development, compliance monitoring, and operational controls implementation in a remote role with occasional travel to the Farmington, CT office.

Key responsibilities

• Partner with the Syndicated Bank Loan Operations Manager to develop and implement governance frameworks and compliance monitoring programs
• Design and maintain operational controls across the bank loan trade lifecycle, ensuring adherence to regulatory requirements and internal policies
• Monitor compliance exceptions and coordinate timely remediation with portfolio managers and compliance teams

Required qualifications

• Bachelor's degree or equivalent work experience
• 5+ years of relevant experience in investment operations or compliance
• Experience with trade order management systems such as Allvue and investment accounting systems like Simcorp Dimension
• Strong technology focus with the ability to automate repetitive tasks
• Proficiency in Excel and familiarity with reporting applications like PowerBI