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Manager - Capital Markets Investment Operations | $120-$135k Base | Boston

Daley and Associates
  • Boston, MA
  • $120,000–$135,000 Per Year
8 days ago

Job Description

Manager, Capital Markets Investment Operations
$120K-$135K Base | Hybrid, 4 Days/Week | Boston

A leading private investment firm is seeking a Manager, Capital Markets Investment Operations to support its credit investment platform. This role will lead investment operations across multiple credit strategies and asset classes, with a primary focus on reconciliations, CLOs, structured products, bank loans, bonds, and operational control.

This is a strong opportunity for someone with credit operations management experience who can oversee a global team, manage internal and external relationships, improve workflows and controls, and support complex capital markets activity across a sophisticated investment platform.

Key Responsibilities:

  • Lead investment operations across credit strategies and asset classes, including bank loans, bonds, structured products, and CLOs

  • Oversee daily and monthly reconciliations of cash and positions between internal books/records and trustee statements

  • Manage relationships with internal teams and external partners, including agent banks, trading counterparties, administrators, custodians, and CLO trustees

  • Lead break resolution, root cause analysis, data quality reviews, and operational risk remediation

  • Oversee loan servicing activity, including fundings, paydowns, rollovers, interest rate resets, loan-level data, and corporate actions

  • Support CLO activity, including trustee reporting, waterfall calculations, warehouse-to-CLO tie-outs, fund launches, closings, and new deal onboarding

  • Manage and coach internal and external team members while setting priorities, improving workflows, and ensuring quality, accuracy, and timeliness

Qualifications:

  • 8-10+ years of experience in complex financial services, investment operations, credit operations, or capital markets operations

  • Prior management experience within credit operations required

  • Experience with bank loans, CLOs, structured products, bonds, reconciliations, trustees, administrators, and custodians strongly preferred

  • Familiarity with legal documents, credit agreements, loan servicing activity, corporate actions, and settlement workflows

  • Experience with Bloomberg and trading or settlement platforms required

  • Advent Geneva experience preferred

  • Strong Excel skills, problem-solving ability, attention to detail, ownership, follow-through, and ability to meet strict deadlines

  • Strong communication and interpersonal skills with the ability to work across internal teams, external partners, and senior stakeholders

This is a great fit for an experienced credit operations leader who wants to manage a high-performing team, support complex investment strategies, and take ownership of operational processes across a leading private investment platform.

If you are interested in learning more, please apply directly to this ad or email Marek at malbiero@daleyaa.com.

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Numbers & Facts

LocationBoston, MA
IndustryStaffing/Employment Agencies
Salary$120,000–$135,000 Per Year
Company Size20 to 49 employees
Year Founded2005
Websitehttp://daleyaa.com/

About Company

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

Skills

  • Banking Servicesunmatched
  • Bond Marketunmatched
  • Capital Marketsunmatched
  • Coachingunmatched
  • Communication Skillsunmatched
  • Data Qualityunmatched
  • Detail Orientedunmatched
  • Establish Prioritiesunmatched
  • Financial Servicesunmatched
  • Follow Throughunmatched
  • Interest Ratesunmatched
  • Interpersonal Skillsunmatched
  • Investment Capitalunmatched
  • Investment Managementunmatched
  • Investment Strategyunmatched
  • Legal Documentsunmatched
  • Loan Servicingunmatched
  • Loansunmatched
  • Microsoft Excelunmatched
  • Onboardingunmatched
  • Operational Auditunmatched
  • Operational Controlunmatched
  • Operational Supportunmatched
  • Operations Managementunmatched
  • Operations Processesunmatched
  • Problem Solving Skillsunmatched
  • Public/Media/Press/Analyst Relationsunmatched
  • Reconciliationunmatched
  • Relationship Managementunmatched
  • Riskunmatched
  • Root Cause Analysisunmatched
  • Time Managementunmatched
  • Warehousingunmatched

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