Associate/Avp, Deal Management – Private Markets

Associate/AVP, Deal Management – Private Markets Overview

• The Associate/AVP, Deal Management role focuses on supporting private markets investments across equity, credit, funds, and real assets.
• Collaborate with internal and external stakeholders to ensure smooth and prompt investment closings and operational excellence.
• Drive scalable deal execution platforms and implement efficient operating models for onboarding and offboarding portfolios.
• Provide tactical deal advisory, ensuring compliance with financial and regulatory standards during investment processes.
• Work closely with treasury specialists to manage cash, liquidity, credit, and hedging initiatives effectively.
• Support global transformation programs and projects to enhance operational processes and reduce risks.
• Analyze and improve workflows using technology-enabled solutions to drive efficiencies and operational improvements.
• Be part of a dynamic team contributing to the success of private markets investments globally.

Associate/AVP, Deal Management – Private Markets Key Responsibilities & Duties

• Act as the primary point of contact for deal execution with internal and external stakeholders.
• Advise on financial and operational feasibility of investment structures and funding mechanics.
• Manage work streams during investments and divestments, ensuring compliance and operational readiness.
• Implement efficient operating models for portfolio management across jurisdictions.
• Collaborate with treasury specialists to execute and monitor liquidity, credit, and hedging strategies.
• Partner with operations teams to fulfill funding and operational requirements effectively.
• Support leadership in implementing transformation programs and global projects.
• Identify gaps in workflows and drive process improvements using technology solutions.

Associate/AVP, Deal Management – Private Markets Job Requirements

• Bachelor’s degree in accounting, finance, business, or equivalent; CPA qualification preferred.
• Minimum of 5 years of experience in deal finance advisory and transaction management.
• Strong understanding of private investments’ deal closing mechanics and investment structuring.
• Excellent organizational and time-management skills to handle multiple tasks and deadlines.
• Effective stakeholder management and partnership skills with internal and external teams.
• Proactive problem-solving capabilities to manage complex situations efficiently.
• Experience in a fast-paced, cross-functional, multicultural environment is highly desirable.