Vice President of Portfolio Finance – Private Credit

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!

• 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.

• 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.

• 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!