Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Credit Research Associate

$75k - $90k

Linedata

Job Description

Job Description

Linedata is seeking a Senior Credit Research Associate to join our Global Services team, supporting the investment research and portfolio management activities of a leading global asset management organization.

In this role, you will perform credit research, financial analysis, and investment support across a diverse portfolio of debt investments. Working closely with investment professionals, you will assess credit risk, analyze financial statements, review debt documentation, and provide insights that support investment decisions.

You will leverage technology and data-driven research tools to validate financial information, improve workflows, and deliver high-quality analysis. This opportunity is ideal for professionals with experience in credit research, private credit, leveraged finance, fixed income, or investment analysis who enjoy solving complex financial challenges in a fast-paced environment.

As part of Linedata's Global Services organization, you will gain exposure to global credit markets while supporting leading investment management firms and collaborating with experienced investment and research professionals.

Responsibilities

  • Provide credit research and analytical support to global asset managers investing in a broad range of credit instruments

  • Validate system-generated financial statements and financial models by testing data extraction accuracy and ensuring outputs align with reporting standards, covenant requirements, and client expectations

  • Review a wide range of financial documents, including but not limited to quarterly/annual reports, lender presentations, compliance certificates, agreements, prospectus, and ad-hoc disclosures to verify data integrity, and refine extraction rules

  • Collaborate with cross-functional stakeholders to drive process improvement initiatives and ensure timely delivery of high-quality outputs

  • Conduct detailed analysis of KPIs, segment-level performance, and capital structures to support investment decision-making

  • Effectively prioritize and manage multiple assignments while meeting demanding deadlines in a fast-paced environment

  • Ensure adherence to high quality standards and industry best practices

Skills Required

  • Sound experience in credit research (4+ years)

  • Exposure to US/European capital markets

  • Deep understanding of various debt documents such as credit agreements and bond indentures

  • Strong excel modelling and analytical skills with attention to detail

  • Ability to independently execute assignments under tight deadlines

  • Excellent verbal and written communication skills

  • Team player with professional demeanor

Advantageous Skills

  • Prior experience in technology-enabled research or data extraction environments

  • Familiarity with basic programming concepts, systems thinking, and/or process-oriented problem solving

Why Join Linedata?

Linedata is a global fintech company serving over 700 financial institutions across 50 countries. We combine technology, services, and data to help our clients transform the way they operate.

We offer:

• Competitive salary of $75,000–$90,000

• Comprehensive benefits package

• Generous paid time off

• Collaborative and supportive team environment

• Opportunities for professional growth and development

If you enjoy being the person who keeps everything running smoothly and takes pride in delivering an exceptional workplace experience, we'd love to hear from you.

Commitment to Diversity:

We recognize, celebrate, and seek to increase diversity across our organization. Diversity is an asset to organizations and linked to better performance. It is an integral part of how we do business and imperative to our success. As an international Group, we also believe that our people need to reflect our clients and local communities.

Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.

No agencies, please. Linedata is not accepting unsolicited resumes from search firms or recruitment agencies for this position.

Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Senior Credit Research Associate in Charlotte, NC vacancy
  •  ...core to delivering value to customers. Visit or follow the company on Twitter at for more information.Job DescriptionThe Senior Research Associate (Contract Contingent) will be responsible for leading efforts of program evaluation and reporting for various government... 
    Senior
    Contract work

    Prosidian Consultng

    Charlotte, NC
    3 days ago
  • Wealth Management Research, Senior SpecialistVanguard is seeking a highly experienced Senior Manager, Wealth Management Research to serve as a thought leader in wealth management, financial planning, and taxation. This individual will lead and conduct original research... 
    Senior
    Full time

    Vanguard

    Charlotte, NC
    4 days ago
  •  .../ yearJoin a Growing Investment Firm Supporting Complex Private Credit & Investment OperationsWe are partnering with a rapidly growing...  ...portfolios, valuations, and investor reporting.Working alongside senior finance and investment professionals, you'll play a key role in... 
    Senior
    Work at office

    TalentsBridge

    Charlotte, NC
    12 hours ago
  •  ...Senior QA Engineer (Banking / Credit Cards) Location: Pittsburgh, Dallas, Columbus, Strongsville, Charlotte, Phoenix ( Onsite) Role Description Seeking a Senior QA Engineer with 7+ years of experience to ensure quality and reliability of enterprise... 
    Senior

    Recutify Inc.

    Charlotte, NC
    1 day ago
  • $84.4k - $143k

     ...seeking a Sales Tax Consulting Senior to join our State & Local Tax...  ...in this Senior role: Research and advise on multistate sales...  ...— income tax, property tax, credits & incentives — to deliver integrated...  ...multistate issues.Mentor associates and interns, helping build a... 
    Senior
    Full time
    Local area

    CliftonLarsonAllen

    Charlotte, NC
    4 days ago
  •  ...focusing on client relationships while ensuring compliance with regulatory guidelines. You will leverage your expertise in investments, credit, and banking to deliver tailored solutions and generate new business. The role offers a chance to work collaboratively with a... 
    Senior

    JPMorgan Chase & Co.

    Charlotte, NC
    3 days ago
  •  ...Senior Vice President of Strategic Solutions About the Company Trusted provider of verification, credit, risk mitigation, collection and dispute resolution services. Industry Information Services Type Privately Held About the Role The Company is... 
    Senior

    Confidential

    Charlotte, NC
    2 days ago
  •  ...ownership of the financial reporting process for a diverse portfolio of investment vehicles, including private funds, joint ventures, and credit-focused entities, ensuring timely and accurate reporting to investors and leadershipLead the monthly and quarterly close cycle,... 
    Senior
    Work at office

    AccruePartners

    Charlotte, NC
    2 days ago
  • $125k - $182.5k

     ...work capacity for exams to ensure accurate and timely execution of Credit Review examinations including work product of new or less...  ...conclusions through fact-based analysis and ability to influence senior leadersExcellent credit analysis, project management and leadership... 
    Senior
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Charlotte, NC
    3 days ago
  •  ...The Senior Closer is responsible for actively leading and training others on the closing process of Fannie Mae and Freddie Mac (“Agency...  ...Major Responsibilities: Facilitate trainings with closers and associate closers on the closing process. Maintain a thorough... 
    Senior
    Full time

    BWE , Inc.

    Charlotte, NC
    5 days ago
  •  ...industrial parks as well as technology-driven customer solutions.The Senior Director, Freight Forwarding Finance - Americas is responsible...  ...Freight Forwarding Leadership, Country CFOs, Treasury, FP&A, Credit & Risk, Global FinanceKEY OBJECTIVESProtect and improve working... 
    Senior
    Local area
    Worldwide

    P&O

    Charlotte, NC
    1 day ago
  •  ...Carolina and contiguous states.Position Title: Senior Relationship Manager - Business...  ...assisting the Managing Director of Business Credit in the oversight of the Business Credit of...  ...needs of customers.Reviews ongoing market research to determine customer needs, volume... 
    Senior
    Full time
    Work at office

    First National Bank

    Charlotte, NC
    3 days ago
  •  ...Catapult, we are assisting our member with a confidential search for a Senior Staff Accountant. The position will be onsite in Charlotte, NC...  ...maintain strong relationships with vendors. Reconcile division credit card accounts and other credit statements. Download and... 
    Senior
    Full time

    Catapult Employers Association

    Charlotte, NC
    2 days ago
  • $99k - $176k

     ...RBC US Wealth Managing is building out our credit, lending and cash management products and capabilities. As a Risk Advice Senior Manager, Business Risk Oversight, you will...  ...Ability, Professional Presentation, Researching, Solutions DevelopmentAdditional Job DetailsAddress... 
    Senior
    Full time
    Flexible hours

    Royal Bank of Canada

    Charlotte, NC
    2 days ago
  • $170k - $300k

     ...: Risk Management, ExecutiveCompany: CitiThis position is for a senior manager within Citi’s Corporate Insurance and Risk Management function...  ...specific insurance needs including political risks and specific credit insurance placementsRisk management advisory services to... 
    Senior
    Full time
    Local area

    Citigroup

    Charlotte, NC
    2 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Digital Product Manager to lead a critical product area within the Credit Services product line. This role will own one of the foundational product domains enabling real-time credit decisioning, including decisioning... 
    Senior
    Temporary work
    Work experience placement

    Wells Fargo

    Charlotte, NC
    7 hours ago
  • About this role:Wells Fargo is looking for a Senior Treasury Analyst to join the BSIRRM product strategy and analytics team. This position...  ...are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance),... 
    Senior
    Full time
    Work experience placement

    Wells Fargo

    Charlotte, NC
    12 hours ago
  • $96k - $181k

    Location:66 South Pearl Street, Albany New YorkJob Description: The Senior Credit Officer for Payments Products is a key member of the risk management team, responsible for adjudicating credit requests for Payments-Only client relationships. This role focuses on evaluating... 
    Senior
    Full time
    Work at office
    Flexible hours
    Night shift
    Afternoon shift
    3 days per week

    KeyBank

    Charlotte, NC
    1 day ago
  • Senior CRA / CRA II - United States - Home BasedICON is a global healthcare intelligence and clinical research organisation united by a mission to bring new medicines and treatments to...  ...fieldExtensive experience as a Clinical Research Associate, with a strong understanding of... 
    Senior
    Full time

    Icon Clinical PLC

    Charlotte, NC
    1 day ago
  •  ...Associate Vice President, Senior Product Manager, Agentic Workflows About the Company Premier commercial...  ...5000 Categories Real Estate Credit Home Ownership Finance...  ...sales appraisals and housing research About the Role The Company is... 
    Senior

    Confidential

    Charlotte, NC
    4 days ago
  •  ...a firm.KPMG is currently seeking a Tax Senior Associate - Renewable Energy to join our Business...  ...equity partnerships, transferable tax credits, project acquisitions and dispositions,...  ...transactional tax concepts is a plusStrong tax research, analytical, modeling, and writing... 
    Senior
    Local area

    KPMG

    Charlotte, NC
    1 day ago
  •  ...Senior Vice President, Treasury About the Company International publicly traded food and beverage company undergoing rapid growth...  ...company's financial operations, with a focus on liquidity management, credit facilities, project finance, capital markets activity, and FX... 
    Senior

    Confidential

    Charlotte, NC
    2 days ago
  • $98k - $162.5k

     ...build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include independently... 
    Senior
    Full time
    Bank staff
    Work at office
    Day shift

    Bank of America

    Charlotte, NC
    2 days ago
  •  ...Description About the Company: Mercatus Finance is a Private Credit investor providing customized credit solutions to the lower...  ...limited to: · Assist in the hiring, training, and management of associates · Work closely with the investment and origination teams to... 
    Senior
    Local area

    Arena Investors I Quaestor Advisors

    Charlotte, NC
    26 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Operational Risk Officer within the Finance & Financial Reporting Risk Oversight (...  ...are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance),... 
    Senior
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Charlotte, NC
    3 days ago
  • $50k

     ...Senior Account Executive | Franchise Equipment Finance Altius Search Group is recruiting for a Senior Account Executive position for...  ...Negotiation of lease terms & pricing. Facilitate the gathering of credit information for underwriting. Provide front-line sales and... 
    Senior

    Altius Search Group

    Charlotte, NC
    4 days ago
  • About this role:Wells Fargo is seeking a Senior Risk Asset Review Specialist within Credit Risk as part of Corporate Risk. Learn more about the career areas and lines of business at wellsfargojobs.com.Credit Risk, which independently oversees the management of credit risk... 
    Senior
    Work experience placement
    Relocation package

    Wells Fargo

    Charlotte, NC
    2 days ago
  •  ...Davis, PLLC), a licensed CPA firm.The TSO Associate/Senior Associate will be a key member of our...  ...tax attributes, including NOLs and credits, including any limitations under Section...  ...articulate manner.Conduct focused tax research on technical issues and transaction-specific... 
    Senior
    Full time
    Contract work
    Work at office
    Remote work
    Flexible hours

    Elliot Davis

    Charlotte, NC
    3 days ago
  •  ...excellence and ensure regulatory compliance? Join Spectrum as a Senior Tax Accountant, Employment Tax, where you will manage day-to-...  ...information for payroll tax audits and prepare reports related to tax credits and incentivesWorking Conditions   Office environmentWhat You’... 
    Senior
    Work at office
    Local area
    Visa sponsorship

    Spectrum Charter

    Charlotte, NC
    2 days ago
  •  ...Senior Vice President, Head of Compliance About the Company Accomplished provider of personal loans & related services Industry...  ...& Services Technology Banking Lending Services Credit Specialties personal loans vacation loans auto... 
    Senior

    Confidential

    Charlotte, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Credit Research Associate. Be the first to apply!