VP, Investment Operations-Private Credit jobs in United States
cer-icon
Apply on Employer Site
company-logo

Recruiting Resources, Inc. · 1 day ago

VP, Investment Operations-Private Credit

Recruiting Resources, Inc. is a leading global investment management firm seeking a results-driven VP of Investment Operations. The role involves overseeing the operational processes that support the full private credit deal lifecycle, ensuring accurate data capture and effective collaboration across teams.

Staffing & Recruiting
Hiring Manager
Laura P. Chan
linkedin

Responsibilities

Serving as a key member of the dedicated middle-office team supporting private deal closings
Coordinating funding, asset onboarding, monitoring workflows, and reporting accuracy across internal teams and external counterparties
Managing the private credit deal pipeline and ensuring timely tracking
Reviewing legal documents (credit agreements, amendments, fee letters) to extract and interpret key operational terms
Supporting relationships with banks, custodians, facilities, rating agencies, co-investors, auditors and other stakeholders
Acting as a bridge between investment teams and back-office functions—ensuring systems, processes, and responsibilities stay tightly aligned
Partnering with legal, tax, accounting, compliance, and technology on end-to-end deal execution
Developing and enhancing policies, procedures, controls, and documentation
Escalating operational issues appropriately and driving systematic improvements
Supporting process automation and contributing to long-term platform enhancements
Overseeing document management for private credit transactions

Qualification

Private credit operationsDocument reviewFinancial services experienceExcel proficiencyCross-functional collaborationAnalytical abilityProactive mindsetOrganizational skillsCommunication skills

Required

Bachelor's degree required
8+ years of relevant experience in operations within asset management, investment banking, or financial services
3+ years specifically supporting private credit / middle-office operations, including document review for key data points and operational terms
Strong understanding of private credit strategies—corporate direct lending required; BSL exposure a plus
Deep knowledge of finance fundamentals, process workflows, and cross-functional operations
Excellent analytical ability and comfort navigating complex operational challenges
High proficiency in Excel and the broader Microsoft Office suite
Ability to balance multiple priorities and independently drive deliverables forward

Preferred

Master's degree preferred

Company

Recruiting Resources, Inc.

twitter
company-logo
Recruiting Resources, Inc. is trusted by top companies and top talent to deliver lasting impact.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Laura P. Chan
President & CEO
linkedin
leader-logo
Annie Chiu Hopkins, CPA
Managing Partner
linkedin
Company data provided by crunchbase