Five Points Capital · 1 day ago
Vice President, Strategy & Operations
Winston-Salem, NC
Full-time
Onsite
Director/Executive
10+ years expFive Points Capital is a leading independent private debt and equity manager focused on the U.S. lower middle market. The Vice President of Strategy & Operations will provide strategic leadership and governance over data integrity, manage the firm’s data ecosystem, and deliver complex financial models to support internal decision-making and investor communications.
Hiring Manager
Lezlie Dlabaj
Responsibilities
Orchestrate quarterly portfolio data cycles and quality controls, maintain the existing database, partner with fund accounting on components of periodic investor reports, produce clear and consistent portfolio monitoring reports and lead meetings with internal investment professionals, partner with business development to maintain data repository to address investor diligence questionnaires using both fund accounting data and portfolio operating data
Own day‑to‑day configuration and integrations among portfolio monitoring tools; proactively benchmark existing systems against industry best practices; lead the evaluation, demoing, procurement and implementation of new technologies
Maintain and refine existing credit and buyout fund projection models capable of running ad-hoc scenarios and stress tests including deployment pacing, valuation expectations, prepayments, defaults/recoveries, fee and interest income, expenses, capital call/distribution timing, carry waterfalls, usage of credit facility and permanent leverage
Direct and manage responses to inquiries from existing/potential investors and internal parties with polished communications, responses grounded in fund accounting data and portfolio operating metrics
Support senior team in developing investor relations presentations and AGM content; develop, update and circulate portfolio monitoring dashboards that combine investment accounting data and portfolio company operating metrics and highlight trends, outliers and covenants and propose follow-ups; own driver-based projection models for credit and buyout funds to run scenarios and stress test for LP and IC questions; coordinate portfolio planning by collecting follow-on and exit assumptions from investment teams and reconciling models; build quarterly advisory board packages and manage internal review; targeted ad-hoc analysis for investment, IR and management questions
Qualification
Required
10+ years of progressive leadership in private fund operations, investment teams, or administration
deep familiarity with middle office workflows, fee mechanics, carried interest waterfalls and capital account reporting
bachelor's degree in finance, accounting or related quantitative field
experience managing or implementing a portfolio monitoring system
deep understanding of financial statement interdependence
advanced data structuring skills and high attention to data quality
knowledge and experience in private equity and credit structures, private alternative investing universe, and corporate finance
highly proficient with Excel, PowerPoint, Word, CoPilot and other online applications (Salesforce, Allvue, AI apps, etc.)
strong executive presence, self-awareness, and stakeholder management skills
polished communication, comfortable with many concurrent priorities, changing priorities, and managing deadlines and follow-through
problem-solver, self-starter, team oriented, strong degree of initiative, curiosity, and attention to detail, accuracy, and organization
Preferred
preference for background within a multi-strategy environment
preference for MBA, CPA, CFA
Company
Five Points Capital
Five Points Capital is a leading private equity manager, exclusively focused on the U.S. lower middle market.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2020-04-01Acquired
Leadership Team
Brad T. Clark
Partner, Chief Financial Officer and Chief Compliance Officer
David G. Townsend
Founding Partner
Recent News
MarketScreener
2025-09-16
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