VP of Investment Operations & Process Excellence

Nextera Search Group; New York (NY); Presencial; USD 180.000 - 240.000; Jornada completa

Descripción de la vacante

Nextera Search Group seeks an experienced VP of Operations for a Financial Service Firm in New York City. The role leads investment operations, overseeing trade processing, settlement, and reconciliation across lending and credit investments.

The position requires 7+ years in investment operations, a finance-related degree, and strong cross-functional collaboration. You will mentor staff and drive process improvements and automation to enhance efficiency and accuracy.

Formación

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 7+ years of investment operations experience in private credit or related financial services.
• Strong knowledge of investment transaction lifecycle: trade booking, funding, settlement, reconciliations.
• Proven ability to lead, mentor, and manage junior staff.
• Ability to work independently and prioritize competing demands.

Responsabilidades

• Oversee and support trade processing, funding, and settlement across lending and credit investments.
• Manage transaction booking, investment records, position updates, cash activity, and security reference data to ensure accurate reporting.
• Investigate and resolve trade, settlement, position, cash, and reconciliation discrepancies, coordinating with internal teams and external service providers.
• Support the establishment of new investment entities, bank and custody account openings, and related onboarding and KYC/AML requirements.
• Prepare, review, and approve periodic reconciliations between internal records and external providers, ensuring discrepancies are addressed promptly.
• Maintain operational procedures, supporting documentation, controls, and escalation practices.
• Train and mentor junior operations professionals, provide daily guidance, and remain actively involved in the team’s workload.
• Partner with investment, accounting, treasury, legal, and technology teams to support transactions and address operational needs.
• Identify operational risks and process gaps, take ownership of corrective actions, and follow issues through resolution.
• Improve workflows through technology, automation, and other tools that enhance efficiency and accuracy.
• Support the introduction of new systems, investment products, counterparties, and operating procedures.

Conocimientos

Operations leadership

Investment operations

Trade processing

Reconciliation

Process improvement

Mentoring

Cross-functional collaboration

Technology adoption

Educación

Bachelor's degree in Finance/Accounting/Business

Descripción del empleo

Nextera Search Group seeks an experienced VP of Operations for a Financial Service Firm in New York City. The role leads investment operations, overseeing trade processing, settlement, and reconciliation across lending and credit investments.

The position requires 7+ years in investment operations, a finance-related degree, and strong cross-functional collaboration. You will mentor staff and drive process improvements and automation to enhance efficiency and accuracy.