Associate Vice President, Investment Operations, Reconciliations Greater Hartford, CT Area

The Company is seeking a Director or Associate Vice President to build and lead a new investment operations team focused on private credit processing, cash and holdings reconciliations, suspense resolution, payments, and internal transfers. The role will establish the team’s operating model, workflows, service standards, and controls while remaining involved in daily operations. Responsibilities include overseeing transaction processing and reconciliations, resolving exceptions, coordinating payment and wire activity, and ensuring accurate records across internal systems and external custody records. The leader will partner with investment, treasury, accounting, banking, and custody stakeholders, support audits, and drive process improvements and automation. Candidates should have a bachelor’s degree in finance, accounting, business, or a related field, along with progressive experience in investment, middle-office, private credit or loan, treasury, or investment accounting operations. Demonstrated team leadership and experience building operational processes are required, as is strong knowledge of investment cash processing, reconciliations, custody operations, wire controls, and exception management. Experience with private credit, private debt, bank loans, or other less-liquid investments is preferred. Strong analytical, problem-solving, organizational, and communication skills are essential, along with proficiency in Excel and familiarity with relevant investment, reconciliation, workflow, or treasury systems.

Hiring Company

Nassau Financial Group