Seasoned private markets operations professional to play a critical quality assurance role by overseeing the work of a Private Market Platform project by recommending project success criteria and related measures, independently assessing project risks, dependencies, and assumptions; developing quality assurance plans to independently test project progress, and recommend project and strategic plan adjustments.
A. With an investment services lens, provide quality assurance reviews of private market operational foundational and project work along with advisory support services.
B. Work closely with the Funds and Securities Operations Director, Private Markets Operations Director, Performance Director, Data Management Director, the PMO, investment management teams and others to build foundational and investment strategy execution capabilities in a risk and controlled manner.
C. Assist in detailing current portfolio management, accounting and reporting capability gaps. On behalf of the Strategy, Planning and Coordination Director, review and approve project business requirements, use cases, test results, etc.
D. Develop measures to assess the effectiveness of the Division and the Operations Group as well as success in achieving operations strategic objectives. Assist in reporting on plan progress.
E. Be observant of day to day operations, process and controls, business integration and other activities. Assist in monitoring trends, perform root cause analyses and propose strategic corrective and preventive actions.
F. Opine on operational policies, processes, procedures and third party service level agreements to ensure alignment with operational strategic objectives.
G. Champion investment operations center of excellences and cross functional collaboration that achieve straight through processing, enhanced, agile and scalable operational capabilities, speed in executing in the marketplace, data quality, consistency, effectiveness, control, measurement, etc.
H. Help develop and mentor operations and project staff throughout engagement to enhance their skills and competencies.
? 15+ years in private markets operations supporting multiple private market asset classes (Private Equity; Private Debt, Venture Capital, Real Estate, Hedge Funds)
? Astute with industry best practices and experienced in quickly recognizing, anticipating and planning for future trends to operationally support private market asset classes; middle and back offices; and investment risk management
?Experience with organizations that tightly integrate business processes and data across the organization
? Significant experience implementing large scale projects and programs requiring cross functional integration of people, processes, technology, third party services and governance.
? Strong interpersonal skills; ability to mentor and develop staff and Directors