VP of Operations

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

Responsibilities:

• Oversee and support trade processing, funding, and settlement across lending and credit investments.


• Manage transaction booking, investment records, position updates, cash activity, and security reference data to ensure accurate reporting.


• Investigate and resolve trade, settlement, position, cash, and reconciliation discrepancies, coordinating with internal teams and external service providers.


• Support the establishment of new investment entities, bank and custody account openings, and related onboarding and KYC/AML requirements.


• Prepare, review, and approve periodic reconciliations between internal records and external providers, ensuring discrepancies are addressed promptly.


• Maintain operational procedures, supporting documentation, controls, and escalation practices.


• Train and mentor junior operations professionals, provide daily guidance, and remain actively involved in the team’s workload.


• Partner with investment, accounting, treasury, legal, and technology teams to support transactions and address operational needs.


• Identify operational risks and process gaps, take ownership of corrective actions, and follow issues through resolution.


• Improve workflows through technology, automation, and other tools that enhance efficiency and accuracy.


• Support the introduction of new systems, investment products, counterparties, and operating procedures.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field.


• 7+ years of investment operations experience within private credit, real estate lending, alternative investments, or a comparable financial services environment.


• Strong knowledge of the investment transaction lifecycle, including trade booking, funding, settlement, position maintenance, cash movements, and reconciliations.


• Experience supporting loan investments and credit products; familiarity with structured investments and financing arrangements preferred.


• Ability to work independently, prioritize competing demands, and resolve complex operational issues from initial investigation through completion.


• Experience training, mentoring, or overseeing junior professionals, with the ability to assume additional leadership responsibilities.