Client Operations Senior Associate or Vice President

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.

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

Requirements

• 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

Pay

Salary: $115,000 – $200,000, plus bonus