Senior Business Analyst w/ Corporate Credit, Fixed Income and CLO

Senior Business Analyst W/ Corporate Credit, Fixed Income, and CLO

This position is heavily focused on fixed income and corporate credit. The candidate will work directly with public and private and commercial credit asset managers, portfolio managers, CLO traders, loan traders, and asset-backed security (ABS) traders to develop next-generation investment tools and solutions. Candidate will partner directly with CLO traders, loan traders, and ABS traders to understand their pain points and build solutions around them, write clear business and data requirements for front office technology initiatives, validate market data against portfolio manager requests, ensuring accuracy across sources like Bloomberg (API and plug-in), S&P, Moody's, and Fitch and work closely with the OMS/Charles River team to support day-to-day operations and new development. Candidates must have excellent communication skills (9/10) or better.

• 10+ years of experience as a Business Analyst in financial services, ideally at a credit-focused firm (asset management, credit hedge fund, private credit, or similar)
• Experience at large-scale alternatives firms (Apollo, Blackstone, KKR, Ares, etc.) or smaller, hands-on shops is valued equally what matters is depth of exposure

General fixed income is okay. Look for CLO, ABS, securitized loans. Not loans for houses. Loan trading.

The client is building a new corporate credit technology team from the ground up. This group will work directly with public and private credit asset managers, portfolio managers, CLO traders, loan traders, and asset-backed security (ABS) traders to develop next-generation investment tools and solutions. We're looking for a junior-to-mid-level business analyst who thrives in the weeds someone who can attend client-facing meetings solo, translate complex financial workflows into actionable requirements, and get hands-on with market data. This is not a people-management role; it's a high-impact individual contributor position on a team being built from scratch.

• Partner directly with CLO traders, loan traders, and ABS traders to understand their pain points and build solutions around them
• Write clear business and data requirements for front office technology initiatives
• Validate market data against portfolio manager requests, ensuring accuracy across sources like Bloomberg (API and plug-in), S&P, Moody's, and Fitch
• Work closely with the OMS/Charles River team to support day-to-day operations and new development
• Help oversee and improve trading platform and investment workflow tools
• Leverage AI tools to solve problems and improve efficiency this is actively encouraged
• Support the transition of private financials to AI-powered tooling that reduces administrative burden on portfolio managers
• Collaborate with a market data team being built in parallel

Background & experience: 10+ years of experience as a business analyst in financial services, ideally at a credit-focused firm (asset management, credit hedge fund, private credit, or similar). Experience at large-scale alternatives firms (Apollo, Blackstone, KKR, Ares, etc.) or smaller, hands-on shops is valued equally what matters is depth of exposure. Familiarity with the credit lifecycle across both public and private markets. OMS experience (Charles River preferred, but comparable systems considered).

• Comfortable working with large datasets and multiple market data sources
• Hands-on experience with Bloomberg (API or plug-in), S&P, Moody's, or Fitch data
• Solid SQL skills; Python is a plus but not required
• Understanding of data lineage, data structures, and how to validate data accuracy
• Track record of applying AI tools to real work problems (not just updating a resume)

Soft skills: strong business acumen can walk into a meeting with traders and PMs and hold their own. Creative problem-solver who thinks on their feet. Detail-oriented with a genuine understanding that data accuracy is non-negotiable in a compliance-sensitive environment. Collaborative and self-directed; comfortable operating in a build-it-as-you-go environment.

• Experience with Charles River's private markets module (Mercado heritage)
• Knowledge of CLO structures, loan trading, or ABS
• Familiarity with Intex or other specialized ABS data vendors
• Experience at a firm that has implemented or is actively using AI for front office workflows

• VP-level candidates focused on strategy and team management this role is hands-on
• Pure Python/data engineering backgrounds without business-facing experience