Oliver James have recently partnered with a leading global private markets investment firm as they seek to hire a Vice President of Portfolio Finance Operations to join their Portfolio Finance team in New York or Chicago.
The Vice President will be a leadership role within the team, holding firm-wide responsibility for deal funding, liquidity and financing across both the firm’s Private Credit and Private Equity strategies.
The ideal candidate would possess 7+ years of investment management experience, including at least 3 years managing private market processes and portfolios, combined with a strong quantitative and financial engineering mindset; our client is offering a competitive compensation package, exposure to firm-wide strategy, direct engagement with senior stakeholders and lenders, and much more!
Responsibilities:
- Work with Private Equity and Private Credit investment teams, Investment Strategy & Risk Management, Operations, Accounting and Tax teams to optimise liquidity and financing usage across the firm’s portfolios.
- Build and maintain forward-looking models to project cash flows from the new deal pipeline, capital inflows/outflows, asset lifecycle events and financing transactions.
- Monitor portfolios and take action to manage cash levels, financing facilities, target leverage and key performance metrics.
- Work with lenders to source and negotiate subscription line, NAV and asset-backed credit facilities.
- Coordinate across internal teams to ensure the sourcing, maintenance and accuracy of projections used in economic decision-making.
- Build and monitor portfolio risk metrics against pre-established risk guidelines in growing, dynamic portfolios.
- Manage FX hedging processes across the investment portfolio.
Requirements:
- At least 7 years of investment management experience, including a minimum of 3 years managing private market processes and portfolios (including permanent/open-ended capital structures).
- Experience with private markets credit facilities preferred.
- Structured finance experience a plus.
- Strong quantitative, analytical, critical thinking and problem-solving skills.
- Familiarity with treasury and financing functions, products and providers.
- Experience communicating and collaborating across multiple internal and external stakeholders.
Benefits:
- Competitive base salary between $160,000 and $200,000
- 30% discretionary bonus
- Excellent healthcare benefits
- Firm-wide leadership exposure across Private Equity and Private Credit strategies
- Direct engagement with senior investment, risk and lending stakeholders
- A clear route for progression to the Executive level
- Much more!
If you possess the relevant experience and are interested in exploring this opportunity, please send a copy of your resume to [email protected]
