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About the role

Firm: $10B+ Private Credit / Private Equity Fund
Location: New York, NY
Responsibilities: Lead client service strategy and delivery across a ~$10B+ private credit platform. Own the end-to-end client experience across institutional and intermediary investors. Build and maintain senior relationships with key clients and strategic partners. Partner with Investor Relations, Investment, Operations, Finance, and Legal to deliver seamless client coverage. Oversee investor reporting, DDQs/RFPs, quarterly materials, and bespoke client requests. Drive service standards, processes, technology, and scalability as the platform grows. Develop and lead a high-performing client service team. Identify client needs and translate feedback into actionable business improvements. Support fundraising, client retention, re-ups, and strategic account planning. Serve as a senior representative of the firm, bringing strong judgment, commerciality, and private markets expertise.
Requirements: 10+ years of experience in investor relations, client service, credit operations, or a related function within private credit or alternative asset management, with strong knowledge of loan tapes, corporate credit data, and institutional reporting. Proven experience supporting sophisticated institutional investors, including complex diligence, reporting, and client communications, with excellent written, verbal, technical, and organizational skills. Entrepreneurial, self-directed leader with strong ownership and execution skills; experience managing or mentoring staff is a plus #50560

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JOB OVERVIEW

Experience level

Manager

Location

Glens Falls, NY

Occupation

Financial Managers

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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