DIRECTOR - CREDIT RESEARCH
We are seeking a dynamic and experienced Head of Credit Research Operations to lead and scale our global credit research delivery platform. This role is critical in managing complex deliverables for top-tier clients including Hedge Funds, Asset Managers, CLO managers, and Credit-focused private capital firms.
The ideal candidate brings a deep understanding of credit markets (corporate credit, leveraged loans, high yield, structured credit, and distressed / special sits) and combines it with operational expertise in research process management, team leadership, client servicing, and workflow optimization.
Key Responsibilities
- Lead and manage all client operations for key institutional clients across credit strategies.
- Oversee seamless execution deliverables (credit memos, portfolio monitoring, loan tear sheets, relative value reports, etc.).
- Partner with clients, sales leaders and account managers and operations teams to proactively manage and exceed client expectations.
- Guide teams and built investment memos including identification of investment catalysts and provide recommendations on high yield bonds / loans, including fundamental and relative value views for primary and secondary trades
- Build scalable operating models. Lead and manage a global team of credit research associates, project managers, and analysts.
- Drive recruitment, training, and upskilling programs to maintain the best-in-class research teams
- Standardize research templates, review protocols, and versioning systems to ensure output consistency and auditability.
- Design KPIs and dashboards to monitor measures of success
- Work with Product and Tech teams to streamline workflows, research management tools, data ingestion systems, and AI-enhanced platforms.
- Identify opportunities to transform operations, automate repetitive processes, and improve efficiency
- Support client onboarding by designing delivery frameworks customized to client needs (e.g., frequency, coverage universe, model depth).
- Assist in solutions and proposals, pricing inputs, and pitch support for new 12 years+ of experience in credit research operations or delivery roles; familiarity with Leveraged Loans, HY Bonds, IG, CLOs, etc.
- Prior experience supporting institutional clients : HFs, AMs, CLO managers, Private Credit firms.
- Strong understanding of credit research products and workstreams (initiation, updates, monitoring, ESG overlays).
- Exceptional team leadership, people management, and mentoring skills.
- Proven track record in operational excellence, project management, and cross-functional coordination.
- Exposure and experience in driving digital transformation
- MBA / CA / CFA or equivalent preferred.
(ref : iimjobs.com)