What are the responsibilities and job description for the Manager, Private Equity Operations position at Western & Southern Financial Group?
As our Manager, Private Equity Operations, you'll play a critical leadership role in ensuring the operational excellence of a growing private equity business while leading a team of talented professionals.This is an opportunity for an experienced operations leader who enjoys solving complex challenges, improving processes, and partnering across the business to deliver an exceptional client and investor experience.
What you'll do
No two days look exactly the same, but you can expect to:
- Lead the day-to-day operations of multiple private equity funds, ensuring capital calls, distributions, reconciliations, and cash management activities are completed accurately and on time.
- Guide and develop a high-performing operations team by providing coaching, mentorship, and career development while fostering a culture of accountability and continuous improvement.
- Oversee the production of quarterly investor reporting, fund performance reporting, and customized client deliverables, ensuring quality, accuracy, and adherence to deadlines.
- Partner with investment professionals, accounting, treasury, compliance, and other enterprise teams to streamline processes and support business objectives.
- Help launch new private equity funds and investment products by designing operational processes, identifying system needs, and coordinating implementation across stakeholders.
- Monitor fund liquidity and recommend strategies for capital calls, distributions, and credit facility utilization to support portfolio performance.
- Review investment performance metrics, including net-of-fee IRR and public market equivalent calculations, while supporting customized performance reporting for investors and consultants.
- Ensure strong operational controls are maintained, including oversight of cash movement, bank reconciliations, and fund accounting processes.
- Support audits, regulatory examinations, and industry compliance reviews while helping strengthen internal controls and operational governance.
- Lead special projects that enhance the scalability of the business, including new product initiatives, operational improvements, and business integrations.
What makes you successful
You are a collaborative leader who enjoys balancing strategic thinking with operational execution. You're comfortable navigating complex financial data, managing competing priorities, and leading teams through change while maintaining exceptional attention to detail.
What you'll bring
- Bachelor's degree in Finance, Accounting, or a related field.
- Leadership experience managing and developing teams within investment operations, fund administration, accounting, or financial services.
- Proven project management skills with the ability to lead multiple initiatives simultaneously.
- Strong analytical, organizational, and problem-solving abilities.
- Excellent written and verbal communication skills with experience partnering across multiple business functions.
- Advanced proficiency with Microsoft Excel and other business applications.
Why join us?
You'll have the opportunity to influence the operational success of a growing private equity platform while partnering with experienced investment professionals and leading a team that plays a critical role in delivering value to investors. If you enjoy building efficient processes, developing people, and driving operational excellence in a collaborative environment, we'd love to hear from you.