VP, Credit Operations

A Financial Services Firm based in New York City is seeking an experienced professional to join their team as VP, Credit Operations.

• Oversee the operational execution of investment transactions from initial setup through closing and ongoing lifecycle support.
• Manage transaction processing, funding activity, settlements, cash movements, and related operational requirements.
• Ensure accurate trade and position booking, data maintenance, and cash and position reconciliations.
• Coordinate with internal teams and external service providers to support timely transaction execution and resolve operational issues.
• Support amendments, restructurings, and other non-routine investment activity.
• Maintain effective controls and identify potential operational risks throughout the transaction lifecycle.
• Lead initiatives focused on workflow enhancements, automation, and increased operational efficiency.
• Manage, mentor, and develop a team while promoting accuracy, accountability, and collaboration.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 7-10+ years of experience in investment operations, transaction management, or a related financial-services function.
• Experience supporting complex investments and transaction workflows.
• Strong understanding of trade processing, settlements, cash movements, reconciliations, and investment lifecycle activities.
• Previous experience managing and developing a team.
• Ability to oversee multiple transactions and competing priorities within a deadline-driven environment.
• Strong communication and relationship-management skills.
• Highly organized and detail-oriented, with sound judgment and strong problem-solving abilities.
• Demonstrated experience strengthening operational controls and improving processes.
• Familiarity with alternative investments or less-liquid financial products is preferred.