Senior Analyst, Investment Operations

Posted 3 Hours Ago
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Mumbai, Maharashtra, IND
In-Office
Senior level
Financial Services
The Role
Oversee investment operations for US and European CLOs, including compliance monitoring, waterfall payment reconciliation, cash-flow review, loan administration oversight, security attribute maintenance, lifecycle events, legal-document analysis, financial modeling, and client reporting. Collaborate with global internal teams, rating agencies, accountants, auditors, underwriters, and investors to support managed portfolios and ensure accurate operational processes.
Summary Generated by Built In

COMPANY INFORMATION
PineBridge Investments, A MetLife Investment Management company.
MetLife Investment Management (MIM) has successfully acquired PineBridge as of December 30, 2025. MetLife Investment Management and PineBridge Investments now have more to offer; broader reach, deeper insights and specialized capabilities – forming a top-tier global investment platform.
Together, we have more than $700 billion in assets under management as of June, 2026 and aim to deliver consistent risk-adjusted returns. From multi-asset, equities, and fixed income to private credit and real estate, we offer specialized capabilities backed by a broader global reach and regionally grounded insights tailored to investor needs.
What sets us apart isn’t just the breadth of our platform and capabilities — it’s how we partner. Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability. We believe that our clients benefit from direct access to decision-makers and reinforced by a culture that views decisions through the client’s perspective. Join us and experience the excitement of working with the brightest minds in the industry, shaping the future of asset management.

MAIN RESPONSIBILITIES & QUALIFICATIONS
Investment Operations responsibilities consist of Middle Office, Fund Administration, Performance & Attribution as well as Client Reporting.
Hands-on management of the daily activities of the Investment Operations team in India, which includes:
a) Oversee and monitor the CLO fund compliance on US and Euro CLOs.
b) Reconcile quarterly waterfall payments to ensure that expenses in the waterfall are accurately reflected.
c) Maintain CLO compliance modules in the system to assure correct calculation.
d) Review Indentures, Offering Circulars and other legal documents and model cash flow and compliance models based on them.
e) Perform operations role in various stages of CLO lifecycle (e.g., warehouse, closing, refinance, resets, and redemption.
f) Collaborate with Middle Office, Client Services, Compliance, Credit Research, and Portfolio Management teams on ad-hoc work in conjunction with managed portfolios – This may include, but is not limited to, dealing with ad-hoc investor requests for specialized information, working with external rating agencies, accountants, auditors, and underwriters who may be different for each different portfolio.
g) Conduct oversight of loan administration functions by analyzing data on agent notices related to
paydowns, borrowings, capitalized interest, rollovers, and restructures.
h) Monitor various security attributes and identifiers for Leveraged Loans held in the firm’s portfolios. This includes but is not limited to CUSIPs, LoanX IDs, Ratings, Recovery Rates, Industries, Spreads, and Maturities.
i) Assist in the production of monthly client reports comprised of portfolio characteristics, benchmark statistics, performance, and attribution.
j) Review cash flows and reconciliations to ensure proper collection and allocation of cash payments.
Develop and maintain a strong working partnership with all internal support functions, globally: mainly offices in Los Angeles, London, and New York, on operational matters.
Develop and maintain a strong partnership with key internal and external counterparts.

Qualifications & Experience
• Hold a Bachelor’s Degree in a Finance, Management, Business Administration or related degree. MBA / CFA candidates preferred.
• Has 4+ years of Asset Management experience in middle office, fund administration, performance and attribution as well as client reporting; with a strong understanding of the entire end-to-end process.
• Highly motivated, team player, and self-starter.
• Leveraged loan / CLO operations experience preferred.
• Proficiency in reviewing legal documentation and financial modelling.
• Strong interpersonal skills with the ability to interact with all levels of staff and Senior Management.
• Outstanding analytical skills with the ability to understand business functions and processes quickly.
• Ability to be hands-on, flexible, follow tight deadlines, organize, and prioritize work and deliver results quickly.
• Exceptional written and verbal communication and collaboration skills, fluent in English.
High level of proficiency with Microsoft Excel, Access, and PowerPoint, Query based reporting and data visualizations tools.

ABOUT PINEBRIDGE
PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For six consecutive years (2020-2025), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’ and in 2024 we received Merit awards for ‘Talent Acquisition’ and ‘Employee Benefits.’ Alongside this, in 2023 and 2024 PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.
Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.
Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.
PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, skills, and perspectives that all our people bring to work.

Skills Required

  • Bachelor’s degree in Finance, Management, Business Administration, or a related field
  • 4+ years of asset management experience in middle office, fund administration, performance and attribution, and client reporting
  • Experience with leveraged loan or CLO operations
  • Proficiency in reviewing legal documentation and financial modeling
  • Strong interpersonal skills and ability to interact with all levels of staff and senior management
  • Outstanding analytical skills and ability to understand business functions and processes quickly
  • Ability to work hands-on, flexibly, meet tight deadlines, organize and prioritize work, and deliver results quickly
  • Exceptional written and verbal communication and collaboration skills; fluent in English
  • High proficiency with Microsoft Excel, Access, PowerPoint, query-based reporting, and data visualization tools
  • MBA or CFA candidacy
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The Company
HQ: New York, New York
821 Employees

What We Do

PineBridge Investments is a private, global asset manager focused on active, high-conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 30 September 2024, the firm managed US$203.1 billion across global asset classes for sophisticated investors around the world. We aim to foster a globally inclusive workplace, contribute to the communities in which we live and work, and invest in companies that are committed to improving their social and environmental responsibility as they achieve financial success alongside investors.

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