Finance Director – Private Credit

Finance Director – Private Credit

Requirements

• Proven track record in private credit and a deep understanding of the industry dynamics.
• 11+ years total experience in finance roles of increasing responsibility and scope at world-class organizations with fund accounting, tax, operations, controls, and financial management knowledge.
• Exceptional analytical, quantitative, and communication skills are required.

Responsibilities

• Overall Ownership of Private Funds: Lead and manage financial reporting, year-end audits, and quarterly reporting for private funds.
• Investor Relations: Collaborate with the Investor Product Team to prepare quarterly investor letters, ensuring timely completion and accuracy.
• Team Management: Oversee the internal operations and finance team, as well as manage relationships with third-party administrators.
• Fund Review and Compliance: Conduct thorough reviews of funds across various jurisdictions, working closely with the Tax and Compliance teams to address any tax or compliance implications.
• Capital and Fees Oversight: Review capital allocation, incentive fees, and fund NAV, ensuring that the NAV package is accurate and complete.
• Expense Management: Supervise and approve fund expenses and invoices, maintaining financial integrity and accountability.
• Process Improvement: Collaborate with the executive team to evaluate and enhance processes and systems, driving operational efficiency.
• Stakeholder Engagement: Engage with auditors, administrators, and custodians to ensure that all fund-related aspects are handled correctly and professionally.
• Leadership and Development: Provide leadership and guidance to the finance team, promoting a culture of excellence, collaboration, and continuous improvement.
• Cross-Functional Collaboration: Work closely with internal stakeholders, including Legal, Tax, Investor Relations, and Operations, to ensure comprehensive fund management.
• Industry Awareness: Stay informed about industry trends, market conditions, and changes in financial regulations to anticipate and address potential impacts on fund operations.

Preferred Qualifications

• Experience building, improving, and leading finance teams is preferred.
• Experience in asset management with direct lending and Mezz loan strategies and exposure to various jurisdictions is preferred.
• Top academic (i.e., BS or BA from a well-regarded institution) as well as professional credentials including an MBA, CFA, or CPA are preferred.