The Role
Oversee the operational lifecycle of credit investments, including trade processing, funding, servicing, reconciliations, reporting, restructurings, and exits. Manage outsourced middle- and back-office providers, strengthen controls and governance, support fund launches and new investment structures, improve data quality and automation, and coordinate with investment, finance, legal, compliance, technology, and external stakeholders.
Summary Generated by Built In
About the Role
Our client, a leading alternative investment manager, is seeking a Director, Investment Operations to join its operations team supporting a diverse credit investment platform. This role is designed for a senior investment operations professional who will oversee the operational lifecycle across a broad range of investment products while serving as a key point of coordination between investment teams and outsourced service providers.
Working closely with portfolio management, finance, legal, compliance, investor relations, technology, and fund accounting, this individual will help strengthen the firm's operational infrastructure, support strategic growth initiatives, and ensure a strong operational control environment across the investment platform.
Responsibilities
- Oversee the operational lifecycle of credit investments from trade execution through funding, servicing, repayments, restructurings, and portfolio exit activity.
- Serve as the primary operations oversight contact for assigned investment products, funds, and investment teams.
- Oversee the performance of outsourced middle- and back-office service providers, ensuring operational accuracy, timely execution, and adherence to established procedures.
- Partner with internal stakeholders and third-party providers to support new fund launches, separately managed accounts, financing structures, and strategic business initiatives.
- Review operational activity including trade processing, cash movements, reconciliations, position reporting, and investment data to ensure completeness and accuracy.
- Support the development and enhancement of operational controls, governance frameworks, and standard operating procedures.
- Partner with portfolio management, finance, legal, compliance, technology, investor relations, and fund accounting teams to deliver scalable operational support.
- Identify opportunities to improve operational processes, data quality, automation, and reporting capabilities across the investment platform.
- Support operational due diligence meetings with investors, counterparties, auditors, and other external stakeholders.
- Contribute to strategic projects focused on operational efficiency, technology enhancements, and platform scalability.
Qualifications & Preferred Experience
- 6+ years of experience in investment operations, middle office, fund operations, loan operations, or alternative asset management.
- Strong understanding of private credit, structured credit, specialty finance, commercial real estate debt, or alternative investment operational workflows.
- Experience overseeing outsourced service providers, fund administrators, or middle-office operating models.
- Familiarity with complex credit products, financing structures, and investment transaction lifecycles.
- Experience supporting fund launches, separately managed accounts, or new investment platform initiatives is preferred.
- Strong understanding of operational controls, reconciliation processes, cash management, and governance best practices.
- Excellent analytical, organizational, and problem-solving skills with exceptional attention to detail.
- Ability to work independently while collaborating effectively across investment, finance, legal, compliance, and technology teams.
- Bachelor's degree required; advanced degree or relevant professional certifications are a plus.
Additional Information
We may use artificial intelligence (AI) tools to support portions of the hiring process, including resume review and candidate evaluation. These tools assist our recruiting team but do not replace human decision-making. Final hiring decisions are made by human reviewers
Skills Required
- 6+ years of experience in investment operations, middle office, fund operations, loan operations, or alternative asset management
- Strong understanding of private credit, structured credit, specialty finance, commercial real estate debt, or alternative investment operational workflows
- Experience overseeing outsourced service providers, fund administrators, or middle-office operating models
- Familiarity with complex credit products, financing structures, and investment transaction lifecycles
- Experience supporting fund launches, separately managed accounts, or new investment platform initiatives
- Strong understanding of operational controls, reconciliation processes, cash management, and governance best practices
- Excellent analytical, organizational, and problem-solving skills with exceptional attention to detail
- Ability to work independently while collaborating effectively across investment, finance, legal, compliance, and technology teams
- Bachelor's degree
- Advanced degree or relevant professional certifications
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The Company
