CareerPlan

Business Architect - Loans & Asset-Backed Finance, VP

Boston, MA, USFull-time2026-11-06 → 2026-11-09

Core

Define and improve front-to-back operating models for loan and asset-backed investment servicing, with primary emphasis on middle office services.

Role type

VP Business Architect (Loans & Asset-Backed Finance)

Builds

Service definitions, workflows, controls, data requirements, and implementation roadmaps for BSL, private credit, and ABF portfolios.

Domain

Asset Management / Private Credit / Loan Servicing

Required skills

Middle office service design, loan servicing expertise, investment accounting knowledge, platform integration, workflow analysis, executive-level recommendations, exception management, cash settlement processes, data reconciliation, risk controls, stakeholder management

Preferred skills

Fund administrator experience, asset servicer experience, asset manager experience, familiarity with investment accounting platforms, loan servicing platforms, understanding of loan and ABF terms driving operational events, ability to balance client needs with operational scalability

Technologies

Investment accounting systems, loan servicing platforms, order management systems, data platforms, cash management systems, document management systems, reporting platforms, custody systems, fund accounting platforms

Responsibilities

Define target operating models and service boundaries for loan middle office activities, design end-to-end workflows covering trade capture to client reporting, define roles and controls among investment teams and external parties, provide functional expertise across revolving and term loans and ABF structures, design controlled processes for cash and settlement, translate servicing requirements into functional specifications for platforms, lead discovery workshops with asset managers and operations teams

Seniority

VP, Strategy & Mentorship