Associate Vice President, Middle Office Operations - U.S Loan Settlements

• Assist secondary loan closings (par and distressed) using ClearPar and internal systems.
• Oversee booking, data integrity, and cash/position accuracy in WSO Admin and related platforms.
• Define and maintain standard operating procedures, workflow governance, and internal control frameworks.
• Monitor daily settlement pipelines, identify funding risks, and proactively mitigate operational and liquidity impacts.
• Partner with Legal, Trading, Portfolio Management, Treasury, Accounting, and Compliance to ensure seamless trade lifecycle execution.
• Serve as senior escalation point for complex settlement related breaks; personally manage high touch transactions through resolution.

• Drive the operational strategy for loan settlements, including process redesign, KPI frameworks, and automation initiatives.
• Collaborate with Technology and external vendors on system enhancements, integrations, and workflow optimization.
• Lead cross‑functional initiatives to improve scalability as the firm grows its credit platform.
• Develop and deliver executive-level reporting on settlement performance, aged items, and pipeline health.

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• MBA, CFA, CPA, or equivalent professional credential is a plus.

Experience Required: 

• 4-6+ years of investment operations experience at a buy-side investment manager or comparable environment.
• Expert-level knowledge of syndicated loan closings and settlement practices, including ClearPar workflows.
• Advanced proficiency with WSO Admin; familiarity with Allvue/Black Mountain, Everest, Geneva, and IVP preferred.
• Strong understanding of loan documentation, trade mechanics, and funding processes across leveraged loans, private credit, and CLO structures.
• Proven ability to manage high-volume pipelines, tight deadlines, and complex counterparties.
• Experience leading teams, overseeing third-party providers, and interacting with senior stakeholders.

• Exceptional communication skills—able to coordinate effectively across front office, internal teams, counterparties, and custodians.
• Strong leadership presence with the ability to influence, prioritize, and make decisions under pressure.
• High attention to detail with a hands-on, execution-focused mindset.
• Analytical and process-oriented, with a track record of driving operational improvements.
• Strong judgment regarding issue escalation vs. independent problem solving.
• Ability to thrive in a fast‑paced environment with evolving priorities and deal flow.
• Comfortable working in the details while maintaining a firmwide strategic perspective.