Team Lead - PM Operations

LGT Capital Partners (USA) Inc.; New York (NY); Hybrid; USD 190,000 - 220,000; Full time

Benefits offered by this job

Healthcare w/HSA – paid at 100%

401k Plan participation with 1:1 match

12-weeks Parental leave paid at 100%

20 vacation days

16 paid holidays

One remote work stipend up to $1,000

Job summary

LGT Capital Partners (USA) Inc. is seeking a Team Lead for Private Markets Fund Operations in New York. This role combines people leadership with expertise in investment controlling, focusing on driving change across the platform. The ideal candidate will lead a small team and manage various strategic initiatives while ensuring high-quality financial reporting.

The position requires a minimum of 15 years of relevant experience and offers a hybrid work schedule. Excellent communication and leadership skills are essential for this role.

Qualifications

• 15+ years of experience in private equity/private credit fund control.
• Strong background in oversight and governance.
• Proven leadership and motivating skills.

Responsibilities

• Oversee investment controlling activities and ensure accuracy in reporting.
• Review complex transactions and guide team through technical areas.
• Partner with teams to drive system enhancements.

Skills

Leadership skills

Investment controlling expertise

Detail-oriented

Communication skills

Education

15+ years in private equity/private credit fund control

Experience as team lead or in management

Job description

Job Title

Team Lead – Private Markets Fund Operations

Location

New York

Overview

The New York Private Markets Financial Operations team is hiring an experienced, hands‑on Team Lead for Private Markets Investment Controlling. The role blends people leadership with strong investment controlling expertise and a focus on driving change across the platform. The successful candidate will have experience leading a small team (around 3–4 people), stay close to the detail, and play an active role in strategic and platform initiatives, including process improvements and automation. The successful candidate will act as the senior Private Equity and Private Credit fund control lead in New York, with accountability for regulatory oversight, service provider management and the delivery of high‑quality financial and investor reporting across complex fund structures.

Key Responsibilities

• Overseeing day‑to‑day investment controlling activities, ensuring accurate and timely NAV, performance, and investor reporting
• Review and sign off work by team members
• Reviewing complex transactions, valuations, and cash flow activity, and guiding the team through technical areas
• Acting as the escalation point for issues with administrators, auditors, and internal stakeholders
• Coordinate process improvement efforts to streamline workflows, strengthen controls, and support automation initiatives across Private Markets Ops in the region
• Partnering with technology, platform teams, and cross‑functional stakeholders to drive system enhancements and operational scalability
• Coaching and developing team members, setting clear priorities, and ensuring high‑quality, consistent delivery
• Supporting strategic projects such as platform upgrades, new product launches, or changes in accounting/valuation frameworks

Requirements

• 15+ years of experience in private equity/private credit fund control, fund accounting, or private markets operations within a U.S. asset manager, investment adviser, or administrator
• Strong background working in an oversight capacity, ideally within an SEC‑registered investment adviser framework or similar governance environment
• Experience with 40 Act funds beneficial
• Proven leadership skills and ability to motivate and drive team members
• People management experience, with at least 5 years in a team lead or management capacity
• Experience overseeing third‑party administrators and complex PE / private credit fund structures
• Strong understanding of closed‑end and open‑ended private equity vehicles and relevant governance and reporting obligations
• Highly detail‑oriented with a commitment to quality
• Open mindset, excellent communication and interpersonal skills
• Willingness to travel to Switzerland and other offices from time to time

Benefits

• Commitment to ESG: our thinking is characterized through the Princely Family by a long‑term perspective. Sustainability is key – we act accordingly since 2002
• Current hybrid schedule with three (3) days a week in the office
• Healthcare w/HSA – both paid at 100%
• Dental/Vision Package
• 401k Plan participation; 1:1 match up to 6% (Traditional & Roth)
• Long‑term disability & Life insurance
• Commuter benefits
• Discounted gym reimbursement
• 12‑weeks Parental leave paid at 100%
• 20 vacation days
• 16 paid holidays
• One remote work stipend up to $1,000

Salary range

The Company anticipates that the annual base salary for this New York City–based, non‑exempt position could range from $190,000.00 to $220,000.00. The actual annual base salary paid for this position will depend on factors, such as the skill, experience, and qualifications of the chosen candidate for the position.

Equal Opportunity Employer

The Company is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

Contact

Caroline Hicks
Human Resources,
LGT Capital Partners (USA) Inc.