Senior Analyst, Investment Liaison, Fixed Income/Private Credit

Location: Baltimore, Maryland, United States; hybrid work with up to one day per week from home

Base salary: $87,000–$148,000 for Maryland, Colorado, Washington, and remote workers; $95,500–$163,000 for Washington, D.C.; $108,000–$185,000 for New York and California.

Company

Global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Support the end-to-end lifecycle of private credit transactions, from pre-trade readiness and closing through settlement, funding, amendments, paydowns, and ongoing maintenance.
• Coordinate transaction information, legal documentation, allocations, cash flows, pricing inputs, funding mechanics, and operational dependencies.
• Partner with investment, trading, legal, compliance, operations, accounting, valuation, data, and technology teams to resolve execution and post-close issues.
• Coordinate complex reorganizations, restructurings, exchanges, tenders, refinancings, workouts, and liability management transactions.
• Serve as a liaison with agents, trustees, servicers, fund administrators, borrowers, sponsors, legal counsel, restructuring advisors, and portfolio companies.
• Maintain workflow trackers, control logs, document repositories, and procedures while identifying risks, data gaps, and process improvements.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 5+ years of relevant experience in investment operations, private credit, loan operations, alternative investments, asset management, trading support, transaction management, restructuring support, middle office, fund accounting, valuation support, or related financial services.
• Strong attention to detail, transaction data management, documentation control, and deadline management skills.
• Ability to coordinate with internal teams and external parties, resolve operational issues, and manage competing priorities.
• Strong written and verbal communication skills.
• FINRA licenses are required and will be supported for this role.

Nice to have

• Experience with private credit, bank loans, direct lending, syndicated loans, private placements, structured credit, distressed debt, reorganizations, restructurings, BDCs, or private funds.
• Understanding of complex debt transaction mechanics and their effects on positions, cash, accounting, pricing, valuation, reconciliation, performance, and reference data.
• Experience with administrative agents, trustees, custodians, fund administrators, borrowers, sponsors, legal counsel, restructuring advisors, auditors, or valuation teams.
• Progress toward or interest in CFA, CAIA, CPA, or another relevant professional designation.

Culture & Benefits

• Hybrid work schedule with up to one day per week from home.
• Annual bonus eligibility and a retirement plan.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Collaborative, inclusive environment focused on accountability, continuous improvement, and client service.

Hiring process

• Complete eligibility questions by email and text message; estimated time commitment is 3–5 minutes.
• If eligible, record introductory video responses through HireVue; estimated time commitment is 20–30 minutes.