Private Markets Manager
About The Position
The Private Markets Manager is part of Deloitte’s Enterprise Operations & Risk team, within Regulatory, Risk & Forensic. The team helps clients navigate complex risks and changing regulatory requirements, using industry insight, data, AI, and emerging technologies to strengthen and transform organizations. The manager leads client engagements assessing and designing target operating models for private markets investment operations. The role directs workstreams across private credit, direct lending, and alternative investment operations, and coordinates transaction execution with deal professionals and finance, legal, tax, technology, and operations teams. The manager identifies operational risks, data-quality issues, and control gaps; leads technology-enabled process improvements; advises client leaders on market practices and regulatory requirements; and mentors Deloitte practitioners. The role is available in 12 listed U.S. locations. The employee must live within commuting distance of the assigned office and be able to commute daily when required. Travel averages 50%, depending on the work and clients served. The disclosed annual wage range is $134,500–$265,100, and the role may also be eligible for a discretionary annual incentive, subject to program rules and applicable factors.
Requirements
- Bachelor’s degree.
- At least 5 years of experience in private markets or real assets operations within consulting, asset management, insurance, or financial services organizations.
- At least 2 years of experience leading teams or project workstreams supporting target operating model design, operational transformation, or process-improvement initiatives.
- Experience with private markets loan documentation, deal lifecycle management, private deal fundings, daily reconciliation, cash management, trade settlement, and client reporting.
- Ability to work independently and collaboratively.
- Effective written and verbal communication skills.
- Meticulous attention to detail and quality of work product.
- Ability to build and sustain professional relationships.
- Ability to lead projects or workstreams.
- Ability to manage and prioritize multiple tasks in a fast-paced, dynamic environment and meet deadlines.
- Strong interpersonal skills and professional demeanor.
- Ability to mentor and provide clear guidance to others.
- Must reside within a commutable distance of the assigned office and be able to commute daily if required, without overnight accommodations.
- Ability to travel an average of 50%, based on assigned work and clients.
- Must be legally authorized to work in the United States without employer sponsorship now or in the future.
Nice To Haves
- Master’s degree in finance, accounting, economics, business administration, or law.
- Chartered Financial Analyst, Certified Public Accountant, or Project Management Professional certification.
- Experience using Advent Geneva, Clearwater, or Aladdin.
- Experience supporting both public and private markets asset classes.
- Experience leading technology implementations, data remediation, workflow automation, or control-enhancement initiatives in an asset management environment.
- Experience developing client-facing presentations on operational findings and recommendations.
Responsibilities
- Lead client engagements to assess and design target operating models for private markets investment operations, translating priorities into delivery plans, governance, and measurable outcomes.
- Direct workstreams supporting private credit, direct lending, and alternative investment operations, including reconciliation, onboarding, month-end close, fundings, cash management, settlement, and reporting.
- Coordinate with deal professionals and finance, legal, tax, technology, and operations teams to execute private transactions, including account setup, know-your-customer activities, wire transfers, and foreign-exchange hedging.
- Identify operational risks, data-quality issues, and control gaps, and lead technology-enabled process improvements that strengthen efficiency, scalability, and compliance.
- Build relationships with client leaders and provide subject-matter guidance on market practices and regulatory requirements.
- Mentor Deloitte practitioners across project workstreams.
- Lead teams or project workstreams supporting operating-model design, operational transformation, or process-improvement initiatives.
Benefits
- Potential eligibility to participate in a discretionary annual incentive program, subject to program rules and applicable factors.
- Professional development opportunities, including on-the-job learning, leadership opportunities, mentorship, and formal development programs.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
