Investment Operations Consultant (Public & Private Credit)

Clarendon Partners, LLC; Arlington (VA); On-site; USD 120,000 - 180,000; Full time

Job summary

Clarendon Partners, LLC is seeking an Investment Operations Consultant (Public & Private Credit) with 7+ years of experience to lead investment operations and technology initiatives for credit-focused clients. You will serve as a senior liaison between executive stakeholders, technology teams, and vendors, driving end-to-end delivery across complex programs.

You will guide requirements, design, build, test and deployment, while managing risks, dependencies, and cross-functional alignment.

Qualifications

• 7+ years of experience in consulting and/or investment operations.
• Deep expertise in middle/back office workflows within asset management.
• Strong track record delivering system implementations or transformation initiatives.
• Advanced data analysis capabilities (data modeling, reconciliation, lineage).
• Proven ability to manage senior stakeholders across business, operations, technology, and vendor teams.
• Executive-level communication skills, including the ability to synthesize complex project details into clear updates for senior audiences.
• Strong executive presence, professional polish, and comfort leading discussions with client leadership.
• Ability to understand project context, connect workstream activities to broader business objectives, and proactively identify risks, dependencies, and decision needs.
• Proven ability to manage vendors and complex delivery dependencies.
• Strong problem-solving and decision-making skills.
• Hands-on, execution-oriented mindset.

Responsibilities

• Lead requirements gathering workshops and translate business needs into functional designs.
• Own end-to-end delivery across the implementation lifecycle (design build test deploy).
• Engage senior stakeholders to clarify objectives, surface risks, drive decisions, and maintain alignment across teams.
• Prepare and deliver executive-level updates, including status, risks, dependencies, recommendations, and decisions.
• Manage vendor relationships and system integration efforts.
• Oversee testing strategy, execution, and defect management.
• Drive issue resolution, escalation, and stakeholder alignment.
• Guide data implementation efforts including source-to-target mapping, migration validation, reconciliations, lineage, and control considerations.
• Advise on target operating model design across middle/back office functions, including roles, handoffs, controls, and BAU ownership.
• Support readiness planning, user adoption, training coordination, and transition-to-BAU activities.
• Mentor junior team members and provide quality assurance on deliverables.
• Identify opportunities to improve processes, controls, and system capabilities.

Skills

Investment operations

Stakeholder management

Executive communication

Data analysis

Vendor management

Problem solving

Delivery leadership

Independent work

Job description

Investment Operations Consultant (Public & Private Credit)

Version 2: 7+ Years Experience

Role Overview

• Lead delivery of investment operations and technology initiatives for credit-focused clients
• Serve as a polished, senior-facing liaison between executive stakeholders, business leaders, technology teams, and vendors
• Drive execution across complex implementations and transformation programs, with a clear understanding of project objectives, dependencies, risks, and decision points
• Operate as a hands-on leader combining strategy, analysis, stakeholder engagement, and delivery

Key Responsibilities

• Lead requirements gathering workshops and translate business needs into functional designs
• Own end-to-end delivery across the implementation lifecycle (design build test deploy), ensuring workstreams remain aligned to project goals, timelines, and stakeholder expectations
• Engage senior stakeholders to clarify objectives, surface risks, drive decisions, and maintain alignment across business and technology teams
• Prepare and deliver clear executive-level updates, including status, risks, dependencies, recommendations, and decision points
• Manage vendor relationships and system integration efforts
• Oversee testing strategy, execution, and defect management
• Drive issue resolution, escalation, and stakeholder alignment
• Guide data implementation efforts including source-to-target mapping, migration validation, reconciliations, lineage, and control considerations
• Advise on target operating model design across middle/back office functions, including roles, handoffs, controls, and BAU ownership
• Support readiness planning, user adoption, training coordination, and transition-to-BAU activities
• Mentor junior team members and provide quality assurance on deliverables
• Identify opportunities to improve processes, controls, and system capabilities

Required Experience & Skills

• 7+ years of experience in consulting and/or investment operations
• Deep expertise in middle/back office workflows within asset management
• Strong track record delivering system implementations or transformation initiatives
• Advanced data analysis capabilities (data modeling, reconciliation, lineage)
• Proven ability to manage senior stakeholders across business, operations, technology, and vendor teams
• Executive-level communication skills, including the ability to synthesize complex project details into clear, concise updates for senior audiences
• Strong executive presence, professional polish, and comfort leading discussions with client leadership
• Ability to understand project context, connect workstream activities to broader business objectives, and proactively identify risks, dependencies, and decision needs
• Proven ability to manage vendors and complex delivery dependencies
• Strong problem-solving and decision-making skills
• Ability to operate independently and lead workstreams with minimal oversight
• Hands-on, execution-oriented mindset (“doer” + leader)

Preferred / Nice-to-Have

• Deep experience with public and private credit markets, including structured finance products such as CLOs, broadly syndicated loans, bank loans, whole loans, private credit, bonds, or other fixed income instruments
• Strong familiarity with platforms such as Aladdin, Wall Street Office, Moody’s Manager Module, PAM for Investments, or similar investment operations systems
• Experience with large-scale platform implementations, data transformations, target operating model design, or process transition initiatives
• Exposure to IBOR/accounting platforms, investment data architecture, data migration, source-to-target mapping, and reconciliation frameworks
• Experience supporting user readiness, adoption planning, training, or post-go-live stabilization
• SQL, Python, or advanced data tooling experience