Manage client and internal stakeholder expectations prior to fund launches/investments, coordinating with various teams to ensure smooth onboarding and integration with service providers
Job Summary
Manage client and internal stakeholder expectations prior to fund launches/investments, coordinating with various teams to ensure smooth onboarding and integration with service providers.
Oversee daily fund management to meet internal and external SLAs, leading the period-end close process in collaboration with global teams and service providers.
Collaborate with Technology to develop, automate, and streamline workflows, and serve as the senior escalation point for all matters within the fund vertical.
Matching Summary
Manage client and internal stakeholder expectations prior to fund launches/investments, coordinating with various teams to ensure smooth onboarding and integration with service providers.
Salary
Base: $165,000 - $275,000; Bonus/Equity: discretionary bonuses, equity and other incentive compensation; Benefits: comprehensive health benefits, paid time off, life insurance, 401(k) plan
Skills & Requirements
Must-have
Private credit operations oversight
Stakeholder expectation management
Daily fund management
Period end close process
Workflow automation and streamlining
Senior escalation point
Nice-to-have
Dynamic environment adaptability
Proactive issue resolution
Key Requirements
12+ years of related experience
Bachelor's/University degree or equivalent experience
Advanced understanding of private credit and agency function