VP of Operations

Job Description

A Financial Service Firm based in New York City is seeking an experienced operations professional to join their team as VP of Operations.

Responsibilities:

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• Oversee and support trade processing, funding, and settlement across lending and credit investments.
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• Manage transaction booking, investment records, position updates, cash activity, and security reference data to ensure accurate reporting.
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• Investigate and resolve trade, settlement, position, cash, and reconciliation discrepancies, coordinating with internal teams and external service providers.
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• Support the establishment of new investment entities, bank and custody account openings, and related onboarding and KYC/AML requirements.
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• Prepare, review, and approve periodic reconciliations between internal records and external providers, ensuring discrepancies are addressed promptly.
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• Maintain operational procedures, supporting documentation, controls, and escalation practices.
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• Train and mentor junior operations professionals, provide daily guidance, and remain actively involved in the team’s workload.
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• Partner with investment, accounting, treasury, legal, and technology teams to support transactions and address operational needs.
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• Identify operational risks and process gaps, take ownership of corrective actions, and follow issues through resolution.
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• Improve workflows through technology, automation, and other tools that enhance efficiency and accuracy.
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• Support the introduction of new systems, investment products, counterparties, and operating procedures.
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Qualifications:

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• Bachelor’s degree in Finance, Accounting, Business, or a related field.
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• 7+ years of investment operations experience within private credit, real estate lending, alternative investments, or a comparable financial services environment.
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• Strong knowledge of the investment transaction lifecycle, including trade booking, funding, settlement, position maintenance, cash movements, and reconciliations.
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• Experience supporting loan investments and credit products; familiarity with structured investments and financing arrangements preferred.
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• Ability to work independently, prioritize competing demands, and resolve complex operational issues from initial investigation through completion.
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• Experience training, mentoring, or overseeing junior professionals, with the ability to assume additional leadership responsibilities.
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