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.