Senior Ops Lead, Private Debt & Alternatives

WhiteCap Search; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

WhiteCap Search seeks a dedicated professional to join our Alternative Operations team in New York. You will manage loan-based private financings, preferred equity, and bespoke structures, ensuring accurate settlement, lifecycle management, and reporting across multiple investors and strategies.

Collaborating with Portfolio Managers, Alternatives Finance, and external service providers, you will enhance controls, streamline processes, and drive efficient post-trade operations in a fast-paced

Qualifications

• Minimum four years of relevant operational experience across private and direct originated debt and/or equity.
• Hands-on exposure reviewing credit agreements and knowledge of servicing loans.
• Experience working with transfer agents and exposure to SMAs, private equity, and hedge fund organizational structures.

Responsibilities

• Support special situations and insurance-linked PMs with settlement oversight and full lifecycle management of private and originated loan trades.
• Provide day-to-day operational coverage for portfolio managers, including deal settlement, funding coordination, and cash movements.
• Serve as an escalation point and provide oversight for outsourced service providers performing back-office functions.
• Review and interpret credit agreements to operationalize key terms, including accrual mechanics and payment schedules.
• Respond to detailed loan-level questions from internal stakeholders and client-facing teams.
• Support loan amendments and other non-standard lifecycle events through accurate operational execution.
• Enhance controls and oversight for non-standard alternative transactions across the firm.
• Manage cross-functional projects focused on process improvement, including Appian workflow development scenarios.

Skills

Excel

Loan documentation

Operational oversight

Stakeholder communication

Education

Bachelor's degree

Tools

Appian

Job description

WhiteCap Search seeks a dedicated professional to join our Alternative Operations team in New York. You will manage loan-based private financings, preferred equity, and bespoke structures, ensuring accurate settlement, lifecycle management, and reporting across multiple investors and strategies.

Collaborating with Portfolio Managers, Alternatives Finance, and external service providers, you will enhance controls, streamline processes, and drive efficient post-trade operations in a fast-paced