Location: New York, NY
Salary: $150,000 – $200,000 + Discretionary Bonus
Contract: Permanent
Authorization: Must be authorized to work in the United States
Join a global financial services powerhouse with 56 years of unbroken profitability as a VP in thier Principal Finance Operations team. This is your opportunity to lead operational excellence for a sophisticated principal investing portfolio spanning private credit, private equity, and real estate across multiple industry verticals.
Working directly with deal teams and external service providers, you’ll drive end-to-end transaction management for a large portfolio of syndicated loans utilising LoanIQ. This role combines strategic oversight with hands-on execution in one of the most dynamic areas of alternative investments.
Why This Opportunity Stands Out
Portfolio Scope & Impact
- Multi-strategy platform: Syndicated Loans, Private credit, and real estate investments
- Diverse sectors: Infrastructure, telecommunications, media, technology, healthcare, and leisure
- Global reach: Transactions spanning primary financing and secondary market opportunities
- Deal leadership: Direct partnership with senior deal teams on high-value transactions
Career Advancement & Compensation
- Competitive base Salary: $150,000 – $200,000 annually
- Performance upside: Annual discretionary incentive compensation
- Comprehensive benefits: Full medical, dental, vision, 401(k), PTO, and specialized perks
- Leadership development: Staff management and team development responsibilities
Your Role & Responsibilities
Transaction Leadership
- End-to-end management of a diverse Loan portfolio from draft, close, KYC, Deal Build and on going servicing
- Operational analysis of proposed transactions with strategic recommendations
- Stakeholder coordination across internal teams and external service providers
- Deal closing execution ensuring seamless transaction completion
Systems & Operations Excellence
- Platform ownership: LoanIQ and peripheral loan management systems
- Data integrity: Maintain accuracy across all loan administration platforms
- Approval authority: Loan administration activities and system implementations
- Process optimization: Lead change initiatives and operational improvements
Strategic Administration
- Portfolio monitoring: Ongoing administration of bilateral and syndicated deals
- Procedure implementation: Establish frameworks for effective day-to-day management
- Risk oversight: Ensure compliance and operational risk mitigation
- Reporting excellence: Deliver comprehensive portfolio and performance analytics
Team Leadership
- Staff development: Mentor and grow team members’ capabilities
- Performance management: Drive accountability and professional growth
- Cultural leadership: Foster collaborative, high-performance environment
What You Bring to the Table
Essential Experience
- 8-10+ years in financial or professional services in similar capacity
- Bachelor’s degree in accounting, economics, finance, or business
- LoanIQ expertise (or equivalent corporate loan management systems)
- Portfolio management experience with bilateral and syndicated debt deals
Technical Excellence
- Process optimization: Proven track record in efficiency initiatives
- Analytical capabilities: Strong financial analysis and problem-solving skills
- Regulatory knowledge: Understanding of compliance requirements and risk management
Leadership & Professional Skills
- Team management: Experience developing and leading individuals
- Stakeholder management: Ability to coordinate across diverse internal and external parties
- Communication excellence: Strong written and verbal communication skills
- Project leadership: Capable of managing complex, multi-stakeholder initiatives
The Organization
Their Principal Finance group provides flexible financing solutions and engages in secondary market investing across both corporate and real estate sectors.
The culture emphasizes diversity, collaboration, and innovation, bringing together talented professionals to shape possibilities across multiple industries. You’ll join a supportive environment where every team member contributes ideas and drives outcomes.
Note: Candidates must be authorized to work in the United States.
We are specialized executive recruiters focused on principal finance and alternative investments. Our client is a globally recognized financial services institution with a 50+ year track record of success and innovation.