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