Director, Investment Operations – Credit – Client Role

Responsibilities

Oversee the operational lifecycle of credit investments from trade execution through funding, servicing, repayments, restructurings, and portfolio exit activity.
Serve as the primary operations oversight contact for assigned investment products, funds, and investment teams.
Oversee the performance of outsourced middle- and back-office service providers, ensuring operational accuracy, timely execution, and adherence to established procedures.
Partner with internal stakeholders and third-party providers to support new fund launches, separately managed accounts, financing structures, and strategic business initiatives.
Review operational activity including trade processing, cash movements, reconciliations, position reporting, and investment data to ensure completeness and accuracy.
Support the development and enhancement of operational controls, governance frameworks, and standard operating procedures.
Partner with portfolio management, finance, legal, compliance, technology, investor relations, and fund accounting teams to deliver scalable operational support.
Identify opportunities to improve operational processes, data quality, automation, and reporting capabilities across the investment platform.
Support operational due diligence meetings with investors, counterparties, auditors, and other external stakeholders.
Contribute to strategic projects focused on operational efficiency, technology enhancements, and platform scalability.

Qualifications & Preferred Experience

6+ years of experience in investment operations, middle office, fund operations, loan operations, or alternative asset management.
Strong understanding of private credit, structured credit, specialty finance, commercial real estate debt, or alternative investment operational workflows.
Experience overseeing outsourced service providers, fund administrators, or middle-office operating models.
Familiarity with complex credit products, financing structures, and investment transaction lifecycles.
Experience supporting fund launches, separately managed accounts, or new investment platform initiatives is preferred.
Strong understanding of operational controls, reconciliation processes, cash management, and governance best practices.
Excellent analytical, organizational, and problem-solving skills with exceptional attention to detail.
Ability to work independently while collaborating effectively across investment, finance, legal, compliance, and technology teams.
Bachelor's degree required; advanced degree or relevant professional certifications are a plus.