Investment Operations Consultant — Credit & Real Estate

Location: New York

About the Firm

Our client is a leading global alternative asset manager investing across private equity, credit, real estate, impact, and other investment strategies. The firm combines deep sector expertise with a collaborative approach to deliver value for investors, portfolio companies, and management teams.

The firm fosters an inclusive, supportive culture that values excellence, diverse perspectives, humility, and transparency.

The Opportunity

Our client is seeking a highly organized, process-oriented Consultant to join its New York Investment Operations team, supporting Credit and Real Estate strategies.

This role will manage the full account lifecycle, with an emphasis on accelerating onboarding, strengthening operational controls, improving data quality, and reducing manual processes. The successful candidate will combine accurate execution with effective stakeholder coordination and a practical approach to improving workflows.

Key Responsibilities

Account lifecycle management: Own and coordinate the onboarding, maintenance, and closure of bank, custody, and prime brokerage accounts for Credit and Real Estate fund entities. Manage documentation, approvals, status tracking, escalations, and downstream validation.
Account and treasury data integrity: Maintain accurate account and treasury reference data across relevant systems, reconcile discrepancies, and support testing and implementation of treasury system enhancements.
KYC/AML and documentation: Coordinate KYC/AML and legal-entity documentation requests across internal teams and external financial institutions. Track outstanding requirements, resolve documentation issues, and escalate obstacles that could delay onboarding.
Access and controls administration: Administer banking portal access and user entitlements, ensuring appropriate authorization and timely provisioning, review, and removal of access to sensitive financial information.
Counterparty and service-level management: Manage day-to-day relationships with banks, custodians, and prime brokers. Monitor onboarding progress and service levels, document exceptions, identify recurring issues, and coordinate remediation to improve turnaround times.
Operational administration and controls: Maintain account agreements and centralized records, support Investment Operations invoice oversight, and ensure processes are documented, controlled, and auditable.

What Success Looks Like

Within the first several months, the Consultant will develop a thorough understanding of the existing account lifecycle and take ownership of day-to-day onboarding and maintenance activities.

Success will include:

Accurate, timely execution of account onboarding and maintenance.
Clear visibility into onboarding status, outstanding requirements, and dependencies.
Proactive resolution of bottlenecks and documentation issues.
Improved account data quality and stronger operational controls.
Sustainable process improvements that reduce manual work, errors, and turnaround times.

Required Qualifications

2–5+ years of relevant experience in Investment Operations, Treasury Operations, Fund Operations, Fund Accounting, financial-institution onboarding, or a related financial services role.
Bachelor’s degree required; Finance, Accounting, Business Administration, or a related discipline preferred.
Strong Excel and data-management skills, including lookups, pivot tables, and experience working with structured operational data.
Strong ownership and a controls-focused mindset, with exceptional attention to detail, organization, and follow-through.
Ability to manage multiple concurrent onboarding requests and competing deadlines.
Demonstrated ability to identify inefficient or manual processes and implement practical improvements.
Strong written and verbal communication skills, with the ability to coordinate across Investment Operations, Treasury, Legal/Compliance, fund teams, and external financial institutions.
A collaborative, adaptable approach, sound judgment, and the ability to proactively escalate and resolve operational issues.

Preferred Qualifications

Hands-on experience onboarding bank, custody, prime brokerage, or similar institutional accounts.
Experience in alternative asset management, particularly private credit or real estate, with an understanding of the related fund lifecycle.
Experience coordinating KYC/AML documentation and legal-entity requirements with financial institutions.
Experience with Advent Geneva (GL).
Familiarity with Alteryx, Microsoft Power BI, Power Automate/Power Platform, AI-enabled workflow tools, or comparable automation technologies.