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Details
  • Location: New York NY
  • Type: Perm
  • Job #26556

Company Overview:
A leading investment firm with over $60 billion in committed capital, specializing in customized financing solutions for middle market private equity firms, is seeking a Senior Associate/Vice President for Client Operations. This role will be pivotal in enhancing investor relations and operational deliverables as the firm continues to expand.

Job Responsibilities:

  • Own and execute investor reporting end to end, ensuring consistent and accurate delivery across the platform
  • Manage onboarding coordination, including tracking progress and following up with Nuveen Client Services to ensure timely completion
  • Partner with internal teams on investor servicing, portal operations, and issue resolution
  • Maintain recurring investor-facing materials, including firm overview decks, pitchbooks, and investor activity reporting
  • Manage cross-product deliverables requiring input from multiple teams, including consolidation and final production
  • Establish content governance and quality standards across shared investor materials
  • Identify and implement process improvements that streamline and standardize investor-facing operations
  • Support the build-out of Client Operations as a centralized function, contributing to both process design and execution

Qualifications:

  • Approximately 5-8 years of work experience in client operations, investor relations, or a related field
  • Proven ability to own and execute complex, cross-functional initiatives and operational processes
  • Excellent Excel and PowerPoint skills
  • Genuine interest in alternative asset management

Compensation:
Salary: $115,000 – $200,000, Plus Bonus
 

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