Manager, Private Markets Portfolio Operations

Role overview

Workplace

• The company currently operates a hybrid model with a combination of in-office and remote working days throughout the week.

People leadership and operational delivery

• Lead, coach, and develop Specialists, Analysts, and Senior Analysts; set expectations and development plans and provide feedback.
• Plan work, balance priorities, review quality and volume, and guide complex matters.
• Build cross-training, succession, and coverage plans; maintain skills matrices and ensure critical work has trained primary and backup owners.
• Lead recruitment, onboarding, knowledge transfer, and performance management.
• Oversee client onboarding, commitments, capital calls, subscriptions and redemptions, cash and wire coordination, NAV and position validation, reconciliations, distributions, reporting, tax-related inputs, and document management.
• Maintain accurate, controlled workflows and resolve exceptions across processes, systems, data, custodians, administrators, and internal teams.
• Maintain operating rhythms for priorities, risks, incidents, escalations, and upcoming events; document and test critical-service recovery procedures.

Risk, governance, and partnerships

• Define process ownership, RACI assignments, controls, escalation paths, and service expectations with stakeholders.
• Own remediation of PMPO-related risk findings and clarify accountabilities across PMPO and other service partners.
• Keep procedures, process maps, checklists, control evidence, and client-specific requirements current and consistently followed.
• Oversee quality-control reviews and data-integrity checks, identify root causes, and implement corrective actions.
• Escalate material risks with concise status, impact, options, ownership, and recommended action.
• Lead operational relationships with affiliates and establish structured governance with custodians, administrators, technology partners, and internal service teams.
• Partner with affiliates on growth, products, client requirements, and operating-model changes; coordinate implementation of changed processes and assess their implications.

Transformation and improvement

• Assess and redesign workflows to reduce manual effort, duplicate hand-offs, control gaps, and dependency on key individuals.
• Partner with technology, reporting, data, and automation teams to prioritize enhancements, develop requirements, conduct user acceptance testing, and implement change safely.
• Identify responsible opportunities for automation and AI to improve workflow visibility, exception management, knowledge access, documentation, and decision support.

Candidate profile

• The posting seeks an experienced, collaborative candidate for a hands-on people-leadership and operational-ownership role.
• The role requires leadership across financial operations, stakeholder relationships, risk and control practices, and operational process improvement.