Vice President, Investment Operations
Core
End-to-end operational management of private market transactions (Mezzanine, Senior Debt, Equity, Real Assets) ensuring accurate capture of commercial terms in the Investment Book of Records.
Role type
Senior IC Investment Operations Manager (Private Markets)
Builds
Accurate investment book of records (IBOR) and operational processes for private deal activity.
Domain
Private Equity / Private Credit / Real Assets / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Loan documentation expertise, process redesign, stakeholder coordination, lifecycle event execution, system migration management, financial reconciliation
Preferred skills
Loan management systems (WSO, Debtdomain), investment book systems (eFront), Excel, PowerPoint, KPI reporting
Technologies
V3, WSO, eFront
Responsibilities
Review deal information and supporting documentation for accurate system input, Execute lifecycle events (rollovers, rate fixes, repayments), Interface with Third Party Administrators and Loan Agents, Perform monthly reconciliations with Finance teams, Lead system transition from V3 to Efront, Design and implement new operating models and procedures
Seniority
Senior, hands-on IC with team leadership