Asset Management - Private Credit Due Diligence - Vice President
On-siteNew York City, New York, United States or New York, United States
Job Summary
Lead end-to-end operational due diligence for private credit managers, conducting on-site and virtual meetings covering infrastructure, staffing, third-party providers, financial operations, legal compliance, and cybersecurity. Perform initial and ongoing monitoring diligence, including periodic refreshes and event-driven follow-ups, while assessing operational complexities specific to private credit secondary investments. Prepare written materials summarizing findings, deficiencies, and remediation steps, then present conclusions to the Investment Committee and contribute to internal education sessions. Partner with managers to validate progress on operational remediation and represent the firm externally to clients and industry peers. Report to the Head of Operational Risk within the Alternative Solutions Group.
Required Qualifications
- 7+ years of industry experience
- 3+ years in an ODD role focused on private credit and private credit secondary investments at an alternative investment or advisory organization
- Undergraduate degree from an accredited institution
- Ability to apply experience across a broad spectrum of alternative investment managers and operating environments to assess operational risks and relevant sustainability factors, identify concerns and form independent conclusions
- Knowledge of global capital markets and the factors driving those markets
- Demonstrated strength in external client engagement, including communicating with sophisticated investors in one-on-one and group settings; viewed as a thought leader and value-add partner (not a "check-the-box" reviewer)
- Confidence and poise to interview senior investment manager counterparts (e.g., COO, CFO, Head of Operations, CCO) and to build/maintain strong internal and external relationships, including managers, third-party service providers, related vendors and industry peer groups
- The candidate will be based in New York
Desired Qualifications
- Experience in private credit due diligence, fund administration, operations, accounting, bank credit and/or audit
- Concentration in Accounting/Finance
- MBA, CPA, JD, CAIA and/or CFA
- Prior people management experience
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