Team Lead - PM Operations

LGT Capital Partners

$190K — $220K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of experience in private equity/private credit fund control or similar roles
  • Strong oversight experience in an SEC registered investment adviser framework
  • People management experience with at least 5 years in a leadership role
  • Proven ability to oversee third-party administrators
  • Deep knowledge of private equity vehicle governance and reporting
  • Highly detail-oriented with a commitment to quality
  • Excellent communication and interpersonal skills

Responsibilities

  • Oversee day-to-day investment controlling activities for accurate NAV and performance reporting
  • Review and sign off on team members' work to ensure quality
  • Guide team through complex transaction reviews and valuations
  • Act as the escalation point for issues with stakeholders
  • Coordinate process improvement initiatives to enhance workflows
  • Collaborate with technology and cross-functional teams for system enhancements
  • Coach and develop team members, ensuring aligned priorities

Benefits

  • Supportive international and multicultural work environment
  • Opportunity for professional development within a leading firm
  • Engagement in strategic projects that influence the business direction
  • Chance to influence operational scalability and enhancements
  • Exposure to various fund structures and complex financial dealings
Full Job Description
Job Description

Job Title: Team Lead - Private Markets Fund Operations

Location: New York

Job Description

The New York Private Markets Financial Operations team is hiring an experienced, hands-on Team Lead for Private Markets Investment Controlling. The role blends people leadership with strong investment controlling expertise and a focus on driving change across the platform. The successful candidate will have experience leading a small team (around 3-4 people), stay close to the detail, and play an active role in strategic and platform initiatives, including process improvements and automation.

The successful candidate will act as the senior Private Equity and Private Credit fund control lead in New York, with accountability for regulatory oversight, service provider management and the delivery of high quality financial and investor reporting across complex fund structures.

Key responsibilities will include:

  • Overseeing day-to-day investment controlling activities, ensuring accurate and timely NAV, performance, and investor reporting.


  • Review and sign off work by team members.


  • Reviewing complex transactions, valuations, and cashflow activity, and guiding the team through technical areas.


  • Acting as the escalation point for issues with administrators, auditors, and internal stakeholders.


  • Coordinate process improvement efforts to streamline workflows, strengthen controls, and support automation initiatives across Private Markets Ops in the region.


  • Partnering with technology, platform teams, and cross functional stakeholders to drive system enhancements and operational scalability.


  • Coaching and developing team members, setting clear priorities, and ensuring high quality, consistent delivery.


  • Supporting strategic projects such as platform upgrades, new product launches, or changes in accounting/valuation frameworks.


Requirements

  • 15+ years of experience in private equity/private credit fund control, fund accounting, or private markets operations within a U.S. asset manager, investment adviser, or administrator


  • Strong background working in an oversight capacity, ideally within an SEC registered investment adviser framework or similar governance environment


  • Experience with 40 act funds beneficial


  • Proven leadership skills and ability to motivate and drive team members


  • People management experience, with at least 5 years in a team lead or management capacity


  • Experience overseeing third-party administrators and complex PE / private credit fund structures


  • Strong understanding of closed end and open-ended private equity vehicles and relevant governance and reporting obligations


  • Highly detail-oriented with a commitment to quality


  • Open mindset, excellent communication and interpersonal skills


  • Willingness to travel to Switzerland and other offices from time to time


Benefits
  • We're proud to be owned by the Princely family of Liechtenstein and our successful company is greatly inspired by their entrepreneurial attitude;
  • Commitment to ESG: our thinking is characterized through the Princely Family by a long-term perspective. Sustainability is key - we act accordingly since 2002;
  • Current hybrid schedule with three (3) days a week in the office;
  • Healthcare w/HSA - both paid at 100%;
  • Dental/Vision Package;
  • 401k Plan participation; 1:1 match up to 6% (Traditional & Roth);
  • Long-term disability & Life insurance;
  • Commuter benefits;
  • Discounted gym reimbursement;
  • 12-weeks Parental leave paid at 100%;
  • 20 Vacation days; 16 paid holidays;
  • One remote work stipend up to $1,000


Salary range

The Company anticipates that the annual base salary for this New York City-based, non-exempt position could range from $190,000.00 to $220,000.00. The actual annual base salary paid for this position will depend on factors, such as the skill, experience, and qualifications of the chosen candidate for the position.

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.
Caroline Hicks
Human Resources
LGT Capital Partners (USA) Inc.
Contact:

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