Jobs · Finance · Massachusetts

Vice President, Private Credit Strategy & Process Design

CLM Dallas Chapter · Boston, MA · 2 days ago
FinanceFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: About The Role (description), Key Responsibilities (list), Qualifications (list), About Us (benefits description, pay philosophy). There's no explicit Pay or Schedule specifics; only mention of Pay Philosophy but not actual numbers. According to rules: never create Pay/Schedule/Benefits sections unless posting actually states them. Benefits: there is a paragraph about benefits but not specific list; it's generic. Should we include Benefits? The rule: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state benefits in general but not specific benefits. It says "We value your hard work... offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ..." That's not specific benefit details. Likely we should not create a Benefits section because no specific benefits listed. Similarly Pay: only philosophy, no range numbers. So we should not include Pay or Benefits sections. Schedule: none. Thus sections: About the role (maybe heading About The Role), Responsibilities (Key Responsibilities), Qualifications (Qualifications). Possibly also Skills? The qualifications include skills but we can keep as Qualifications. Could also include a short paragraph for metadata (Location, Posted On) but rule: do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short

or drop it. So we can include a

with location and posted date. We must preserve all substantive information; do not invent or summarize away detail. Need to keep the responsibilities list items as

  • . Qualifications list similarly. We must not repeat the job title as a heading. The job title is "Vice President, Private Credit Strategy & Process Design". Already shown elsewhere; we should not repeat as heading. Thus output:

    Location: Boston, Massachusetts (or New York, NY) Posted On: 9/10/2026

    About the role

    ... the paragraph about the role ...

    Responsibilities

    • ...
    • ...

    Qualifications

    • ...
    • ...
    We need to ensure we keep all substantive info from the description. Let's extract the About The Role paragraph: "Liberty Mutual Investments (LMI) is seeking an experienced and strategic operations professional to join our growing Loan Operations team as Vice President, Private Credit Strategy & Operations. This is a senior, high-impact role and a key addition to a newly formed function being purpose-built to support the continued growth and build-out of a best-in-class loan operations platform. This VP will serve as the operational lead for LMI's private credit process design and operating model evolution responsible for ensuring that Loan Operations functions as an active, knowledgeable partner across the full private credit lifecycle, and that LMI's private credit operations keep pace with industry best practices, portfolio growth, and increasing structural complexity. This role reports to the Head of Loan Operations and drives the private-credit-specific operating model within the enterprise framework that role sets. The ideal candidate is an effective and skilled collaborator who understands the downstream impact of operational decisions across the organization and ensures that the perspectives and concerns of all relevant stakeholders are raised and considered. This is a high-impact individual contributor role with the opportunity to grow into a people management capacity as the team scales. #LMI" We need to keep that exactly (maybe minus the #LMI tag? It's part of description; we can keep). It's substantive. Now Responsibilities: list items under "Key Responsibilities". There are several bullet-like paragraphs each starting with a bold heading? Actually the text: "Key Responsibilities Private Credit Operating Model & Strategy Drive the private-credit-specific operating model within the enterprise loan operations framework set by the Head of Loan Operations, including all related workflows, procedures, and standardsServe as a key contributor to the broader loan operations operating model evolution, bringing deep private credit expertise and a lens toward industry best practices and emerging standardsIdentify gaps between current-state operations and the capabilities needed as the portfolio scales in size, complexity, and structural diversity; translate findings into actionable process improvements and workflow enhancementsRepresent Loan Operations in cross-functional program workstreams focused on infrastructure, platform development, and operating model design Private Deal Process Design & Enhancement 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 payoffIdentify gaps and risks in existing closing, funding, and documentation workflows; develop and implement process improvements in coordination with relevant stakeholdersEstablish standards for how deal terms, modifications, and lifecycle events should be captured and reflected consistently across systems of recordDrive early operational engagement on new deal types or structures to surface constraints and ensure processes are in place before execution begins Lifecycle Process Oversight Identify process gaps and control weaknesses in lifecycle event management; design improvements to ensure consistent, accurate, and timely processing across all systemsMap and build controllable, scalable processes for drawdowns and other recurring loan events, ensuring clear ownership, sequencing, and system alignmentAssess operational readiness for new and complex loan structures across the full spectrum of private credit instruments, and build the processes needed to support them Data Quality & Structure Alignment Serve as a key support resource on data standards and loan structure definitions developing a deep understanding of how loan data flows across systems and ensuring alignment between structure, standards, and downstream reporting and analytics needsApply technical expertise to troubleshoot and identify root causes of data quality issues at the standards and structure level; develop and execute on process changes in an inclusive and collaborative manner, managing expectations across stakeholders throughoutPartner with Data, Technology, and operations colleagues to ensure loan data is accurate, consistently structured, and fit for portfolio analytics, performance reporting, and regulatory useChampion systemic, durable solutions to data quality challenges rather than one-off fixes Cross-Functional Collaboration & Stakeholder Engagement Collaborate with Investor, Finance, Treasury, Portfolio Operations, Product, Technology, and Data teams to ensure alignment across the private credit investment lifecycleProactively identify and raise operational risks, process concerns, and stakeholder impacts in a constructive and solutions-oriented manner; ensure the interests of all affected parties are considered in operational decisionsServe as a thought partner to investment teams on the operational implications of new deal structures, fund strategies, and market developments in private creditCommunicate process changes, improvement initiatives, and strategic priorities clearly to senior stakeholders Operational Risk & Control Contribute the private-credit-specific layer of the enterprise operational risk and control framework owned by the Head of Loan Operations; ensure private credit workflows adhere to internal policies, audit standards, and industry best practicesIdentify and drive automation and process improvement opportunities across private credit operations workflows Industry Knowledge & Continuous Improvement Stay current on industry trends, best practices, and developments in private credit operations, fund administration, and the evolving private credit management landscapeEffectively translate learnings from external sources industry forums, peer networks, and market developments into practical insights and recommendations for LMI's operating model" We need to split into list items. Each bold heading seems to be a category; we can treat each category as a list item containing the sentences. Could also break each sentence into separate items but better to keep as per original grouping. Thus list items: - Drive the private-credit-specific operating model within the enterprise loan operations framework set by the Head of Loan Operations, including all related workflows, procedures, and standards; Serve as a key contributor to the broader loan operations operating model evolution, bringing deep private credit expertise and a lens toward industry best practices and emerging standards; Identify gaps between current-state operations and the capabilities needed as the portfolio scales in size, complexity, and structural diversity; translate findings into actionable process improvements and workflow enhancements; Represent Loan Operations in cross-functional program workstreams focused on infrastructure, platform development, and operating model design - 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; Identify gaps and risks in existing closing, funding, and documentation workflows; develop and implement process improvements in coordination with relevant stakeholders; Establish standards for how deal terms, modifications, and lifecycle events should be captured and reflected consistently across systems of record; Drive early operational engagement on new deal types or structures to surface constraints and ensure processes are in place before execution begins - Identify process gaps and control weaknesses in lifecycle event management; design improvements to ensure consistent, accurate, and timely processing across all systems; Map and build controllable, scalable processes for drawdowns and other recurring loan events, ensuring clear ownership, sequencing, and system alignment; Assess operational readiness for new and complex loan structures across the full spectrum of private credit instruments, and build the processes needed to support them - Serve as a key support resource on data standards and loan structure definitions developing a deep understanding of how loan data flows across systems and ensuring alignment between structure, standards, and downstream reporting and analytics needs; Apply technical expertise to troubleshoot and identify root causes of data quality issues at the standards and structure level; develop and execute on process changes in an inclusive and collaborative manner, managing expectations across stakeholders throughout; Partner with Data, Technology, and operations colleagues to ensure loan data is accurate, consistently structured, and fit for portfolio analytics, performance reporting, and regulatory use; Champion systemic, durable solutions to data quality challenges rather than one-off fixes - Collaborate with Investor, Finance, Treasury, Portfolio Operations, Product, Technology, and Data teams to ensure alignment across the private credit investment lifecycle; Proactively identify and raise operational risks, process concerns, and stakeholder impacts in a constructive and solutions-oriented manner; ensure the interests of all affected parties are considered in operational decisions; Serve as a thought partner to investment teams on the operational implications of new deal structures, fund strategies, and market developments in private credit; Communicate process changes, improvement initiatives, and strategic priorities clearly to senior stakeholders - Contribute the private-credit-specific layer of the enterprise operational risk and control framework owned by the Head of Loan Operations; ensure private credit workflows adhere to internal policies, audit standards, and industry best practices; Identify and drive automation and process improvement opportunities across private credit operations workflows - Stay current on industry trends, best practices, and developments in private credit operations, fund administration, and the evolving private credit management landscape; Effectively translate learnings from external sources industry forums, peer networks, and market developments into practical insights and recommendations for LMI's operating model We need to keep the content but not add extra info. Ensure we don't lose any details. Might be long but okay. Now Qualifications: list items from the qualifications paragraph. Text: "Qualifications Bachelor's degree in Finance, Business, Accounting, or a related fieldAdvanced degrees (e.g., MBA) are a plusCPA or CFA preferred but not required10+ 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 institutionDeep 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 lifecycleExperience with fund administration, including familiarity with fund structures relevant to private credit strategiesFamiliarity with loan administration systems, IBOR and ABOR environments, and how data flows across a multi-system loan operations infrastructureTechnical aptitude for data quality management ability to troubleshoot, identify root causes, and drive process changes in a structured and collaborative wayPrior experience with corporate actions, amendments, restructures, workouts, and distressed exchanges, including familiarity with the operational requirements and documentation standards associated with eachStrong understanding of industry developments in private credit operations and the evolving private credit management landscape; demonstrated ability to translate external learnings into internal actionHighly 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 mannerExperience supporting or leading operating model design, workflow development, or process improvement initiatives in a private credit or loan operations contextExperience managing or mentoring junior team members, with the ability to grow into a people management role as the team expandsExcellent analytical, written, and verbal communication skills; ability

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