Vice President, Private Credit Strategy & Process Design
$128,000–$225,000 year
On-siteNew York City, New York, United States or Boston, Massachusetts, United States
Job Summary
Drive the private-credit-specific operating model within the enterprise loan operations framework, including all related workflows, procedures, and standards. Identify gaps between current-state operations and capabilities needed as the portfolio scales, translating findings into actionable process improvements and workflow enhancements. Serve as a key driver of process enhancement across the private credit deal lifecycle, from pre-close operational readiness through post-close administration and final payoff. Map and build controllable, scalable processes for drawdowns and other recurring loan events, ensuring clear ownership, sequencing, and system alignment. Collaborate with Investor, Finance, Treasury, Portfolio Operations, Product, Technology, and Data teams to ensure alignment across the private credit investment lifecycle. Contribute the private-credit-specific layer of the enterprise operational risk and control framework, ensuring workflows adhere to internal policies, audit standards, and industry best practices. Stay current on industry trends and translate external learnings into practical insights and recommendations for LMI's operating model.
Required Qualifications
- Bachelor's degree in Finance, Business, Accounting, or a related field
- 10+ years of experience in private credit operations, loan operations, or a related middle or back-office function within an asset manager, alternative investment firm, or financial institution
- Deep knowledge of private credit loan structures across direct lending, broadly syndicated loans, unitranche, mezzanine, and revolving and delayed draw facilities, and the operational requirements of each across the full lifecycle
- Experience with fund administration, including familiarity with fund structures relevant to private credit strategies
- Familiarity with loan administration systems, IBOR and ABOR environments, and how data flows across a multi-system loan operations infrastructure
- Technical aptitude for data quality management — ability to troubleshoot, identify root causes, and drive process changes in a structured and collaborative way
- Prior experience with corporate actions, amendments, restructures, workouts, and distressed exchanges, including familiarity with the operational requirements and documentation standards associated with each
- Strong understanding of industry developments in private credit operations and the evolving private credit management landscape; demonstrated ability to translate external learnings into internal action
- Highly effective collaborator with proven experience working across multiple teams and functions in a matrixed organization; able to raise risks and represent stakeholder perspectives in a constructive, solutions-oriented manner
- Experience supporting or leading operating model design, workflow development, or process improvement initiatives in a private credit or loan operations context
- Experience managing or mentoring junior team members, with the ability to grow into a people management role as the team expands
- Excellent analytical, written, and verbal communication skills; ability to translate operational complexity into clear narratives for senior leadership and cross-functional partners
- Able to operate at both the strategic and tactical levels, driving workstreams independently while keeping stakeholders aligned and informed
Desired Qualifications
- Advanced degrees (e.g., MBA)
- CPA or CFA preferred but not required
- Familiarity with AI tools such as Claude, ChatGPT, or Gemini, with the ability to apply them practically in a loan operations context — whether to accelerate process documentation, synthesize complex information, draft communications, or identify patterns across large datasets
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