Head of Operations

Overview

• Lead operations for bespoke private deal transactions, ensuring high-quality execution and compliance.
• Manage a dynamic team of associates and analysts within Private Deal Operations.
• Collaborate with industry teams and capital markets to maintain deal pipelines globally.
• Oversee operational processes for special purpose vehicles and private trade activities.
• Coordinate funding processes and regulatory data points with internal and external teams.
• Ensure quality control in secondary trade settlements and data accuracy projects.
• Act as a key escalation point for internal teams, clients, and counterparties.
• Work in a hybrid model with in-office requirements Monday through Thursday.

Key Responsibilities & Duties

• Manage operational processes for complex private deal transactions across US and global markets.
• Supervise associates and analysts to ensure efficient operations and team development.
• Coordinate primary deal funding processes with treasury and strategic partnership funds.
• Oversee asset setup, trade booking, and post-closing review processes for primary deals.
• Ensure regulatory compliance and data accuracy in collaboration with registered funds teams.
• Maintain operational controls and resolve queries related to private deal activities.
• Coordinate secondary trading processing and settlement with external counterparties.
• Lead data quality projects with investor reporting, client coverage, and structured finance teams.

Job Requirements

• Bachelor’s degree in a relevant field with high academic achievement.
• Minimum of 8 years of experience in financial services; 12 years preferred.
• At least 2 years of management or team leadership experience preferred.
• Experience in private credit operations and strong analytical skills required.
• Ability to coordinate complex activities and ensure deadlines are met.
• Strong written and oral communication skills with ability to engage at all levels.
• Highly motivated, independent, and capable of managing operational processes effectively.
• Willingness to travel to Texas occasionally for business purposes.