Senior Manager, Private Investment Operations

Deal Execution and Support

• You will act as the primary liaison for investments and otherfunctional teams forprivate deal execution-related requirementsdemonstratingstrongcollaboration strategic solutioningand communication skills

• The position provides leadership in thedeal execution process and actsas a primary point of contact forall issue resolutions.You will lead projects and meetings in relation to incident management ensuringeffectiveresolution

• Approximately one-third to a half of your time will be spentexecuting private deals for all investment groups

This includes:

• Serve as the primary point of contact for investments and private deal execution-related requirements

• Ensure appropriatesign-offsand operational setups are in place.

• Review and understand all relevant transaction execution related documents todetermineand recommend structuring funding process accountingtreatmentand servicing of the new investment.Act as the subject matter expert for the complete deal execution lifecycle for all internal and external purposes

• Continue to enhance and further develop existingprocessesbycollaborating withother stakeholders andIT resources for quick implementation of tactical solutions to enhancethe deal execution experience

Deal Advisory& Structuring Influence

• Partner closely with Legal and Tax functions toactas a trusted advisor in structuring discussionsleveragingdeep process knowledge to guide teams toward solutions that optimize for both deal-specific requirements and firm-wide consistency

• Champion the adoption of standardized frameworks for structuring entity onboarding and reporting protocols positioning recommendations through the lens of risk mitigation operational efficiency and scalability

• Balance the needs of the deal teams Finance function and broader firm when providing strategic recommendations

Stakeholder Management

• Set examples for the teamcarefully managing relationships with internal and external stakeholders

• Acts as a catalyst for transformation collaboration new capabilitydevelopmentand information sharing acrosstheFinance Division

• Act as aprimary point of contact for resolution of third-party issues. This includes design implementation and monitoring of KPIs and work with application support teams (both internal and external) to ensure issues are resolved and technologies areoptimizedto drive speed and agility related to third party investment management activities.

Data Management and Reporting

• Ensure highest quality ismaintainedfordeal executionrelated data and metrics for enterprise-wide use

• Createactionable insights through analyticsandrecommend actions based ontheseinsights

• Performmonitoring of dashboards and delivertimelyaccuratereports and provide recommendations to ensure processes are continuously efficient and provideconsumervalue

Operationaloversight

• Providedirection to the team and reviewtheir workto meet deadlines and quality standards

• Serve as a thought leader and conduct business analysis to achieve quick resolution of complex strategic process and technological related issues

• Provide oversight onday-to-day processes and technology changesto ensurethe quality and reliability of processes data andanalytics provided to the internal users

Leadership and People Development

• Mentor and developtalent within theDeal Management team fostering analytical rigor collaborative mindset and professional growth

• Model a culture of professional excellence inclusion and continuous improvement

• Support onboarding and training initiatives driving knowledge retention and consistency across the team

• Actas a senior leader within Private Investment Operations contributing strategic perspective and influencing the direction of the department.

• Be available to support other teams in the division whenrequired

Management accountability

• This role hasSenior Associates asdirect reports.

• The role will include reporting to senior Finance and Investment leadership involving the communication of key issues related to core functions risk matters and items requiring attention from various internal and external partners within the organization.

• As subject matter experts the role will be relied upon to inform management and advise on solutions.

Decision making

• The role requiresstrategic decision making andability to incorporate real world practical considerations into analysis and recommendations. Furthermore the role involves administering and tracking many moving pieces and therefore requires advanced organizational skills anda high levelof job ownership. Initiative on the part of the candidate will be highly valued as the Group is ever evolving and open to improvements.

• Additionally this role involves analysing policies and proceduresestablishedby senior management and making judgments in complex situations that are principles-based.

• In addition the role will often require tact diplomacy and persuasiveness especially when dealing withour internalandexternal stakeholders.Care and attention must be placed in the communication and style of communicationin order toachieve best results.

• CFA/CPA/CAIA all considered an asset

• Relevant university degree (such as Business EconomicsMathematics Computer Science) or equivalent relevant experience.

• Extensive experience in investment finance processesespecially as related to private alternative assets

• Excellent analytical skills and the ability to think through problems and recommend solutions.

• Strong quantitative and computer skills (Excel Data Visualization tools) including an understanding of database concepts.

• Strong project managementand time management skills.

• Excellent interpersonal and communication skills.

• Ability to work independently and as part of a team.

• 10 years of related work experience in alternative investment operations.

• Experience with data analysis and reporting.

• Understanding of variousprivateinvestment structures anddeal mechanics.

• Iscomfortable working withTechnology to enhance systems and processes

• Ability to quickly grasp new concepts and work under pressure with time-sensitive deadlines.