Vice President - IT Platform Solutions (Fund Accounting) - Global Investment Firm

J Harlan Group, LLC - New York, NY

Vice President - IT Platform Solutions (Fund Accounting)

Global Investment Firm

J Harlan Group is currently conducting a search for a Vice President - IT Platform Solutions (Fund Accounting) at a prominent Global Investment Firm in NYC.

My client’s Technology & Data leadership team is seeking an experienced Platform Solutions leader to manage the delivery of technology solutions for key stakeholders within the Fund Accounting organization. The individual will be driving and managing the successful execution of key projects across the team. The role requires the individual to mobilize cross-functional teams towards agreed upon goals showcasing key benefits. The individual will be accountable for overseeing and reporting progress on the portfolio of initiatives monthly as part of internal monthly operating reviews. Furthermore, the individual will be assisting the leadership team on other key business initiatives. The role is based in their NY office.

Working directly with Senior Management, accounting professionals and top executives, the Vice President - IT Platform Solutions (Fund Accounting) will be responsible for the implementation and ongoing operational readiness of an array of fund accounting technologies and practices.


Specific responsibilities will include but not be limited to the following:

  • Direct and manage a portfolio of projects and ensure that the implementation plans for each project is on track for the Fund Accounting team.
  • Develop and manage key relationships across the Fund Accounting team along with other key functions within the infrastructure team
  • Lead a select set of high priority projects to completion by mobilizing a cross functional teams
  • Serve as point of contact to determine priority, resourcing, and capacity planning for new projects
  • In partnership with key stakeholders within Fund Accounting and Technology, develop a

    comprehensive technology roadmap to address key priorities, allowing for continued scale and growth.

Conduct monthly project reviews with key stakeholders and the Technology Data leadership team

The ideal candidate would have a background:

  • Prior experience in investment technology consulting and delivery (5-7 years).
  • Prior experience in working with Fund Accountants and technologies used in this space, ranging from workflow tools and relevant analytics
  • Excellence in balancing multiple projects and efficiently meeting goals in a fast-paced environment
  • Ability to successfully partner and communicate with all levels of an organization
  • Ability to collaborate and communicate effectively with business management, investment professionals and a demonstrated ability to influence and impact the business - Ability to understand the details but at the same time convey relevant facts to a senior audience.
  • Strong interpersonal skills and ability to forge relationships resulting in successful partnerships
  • Strong negotiation skills, business acumen and customer focused
  • Confident communicator; able to present and argue a point concisely and deal positively with conflicting views
  • Enthusiasm for learning & results oriented
  • Strong written and verbal communication
  • Ability to work independently as well as on a team
  • Required Education:

  • Strong academic record and a BA/BS or Master’s degree

About the Client:

The firm is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for their clients. They manage various strategies across the capital structure that include syndicated leveraged loans and high yield bonds to privately negotiated senior secured debt and mezzanine investments, asset-based leasing and private equity. The scale and breadth of their platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, they share a common thread of intellectual rigor and discipline that enables them to create value for their clients, who have entrusted them with approximately $108 billion of assets under management as of December 2023. The firm has approximately 204 investment professionals and over 650 total employees and has fifteen offices globally.

The firm believes in the importance of giving back to its communities and promoting diversity and inclusiveness at the firm. They are dedicated to fostering enduring community relationships, and they support their team’s community involvement through volunteer work, board service, and other contributions. In addition, environmental, social, and governance (ESG) considerations are central to the firm’s culture and investment processes. The firm is committed to promoting awareness and training both internally and externally.

They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm’s senior partners in a highly collaborative and charged investment environment.

Successful candidates are:

  • Analytic and relentless in pursuit of the right answer
  • Strong communicators who excel at rapid synthesis
  • Able to demonstrate sound business judgment
  • Able to digest complexity while maintaining an understanding of the “big picture” of business needs
  • Team players who are energized by a collaborative enterprise

The firm’s employees maintain the highest professional and ethical standards.

SALARY RANGE: - Expected base salary for this position is between $150,000 and $200,000 for candidates with experience supporting fund accounting/finance stakeholders. System exposure to Geneva would be highly preferred. However, base pay if hired will be determined commensurate with experience and is only a part of the total compensation package which includes eligibility for a discretionary bonus and a robust benefits package

Hybrid Work Schedule

  • 4/1 split (Monday-Thursday work from office, Friday work from home.)

'J Harlan Group, LLC' is an executive search and advisory firm specializing in recruiting for Financial Services, Management Consulting and Public Accounting companies. The organization is a global leader in professional staffing and consulting services working with major companies in the US and Global investment capitals around the world. Built by industry leaders to meet the talent demand needs for highly professional and specialized roles, J Harlan Group, LLC operates under the highest level of professional and quality standards providing a customized project approach for each client and search assignment.

Posted On: Tuesday, June 18, 2024

Position Contact
Jerry Goldberg
Manager Director
(212) 792-0099

After years as a Senior Financial Services Executive, I have decided to make a career change and leverage my vast knowledge of the financial services and technology industry as an executive recruiter and have opened an executive search and recruiting firm "J Harlan Group, LLC' specializing in technology and financial services talent search.

Financial Services Executive with expansive Private Equity, Hedge Fund, Investment Banking, Asset Management, Securities Brokerage, Commercial Banking and Insurance experience. With combined expertise as a Chief Information Officer, Chief Administrative Officer and Principal/Consultant, my responsibilities have expanded a broad cross-section of business disciplines – technology, strategic planning, operations management, HR, administration, outsourcing, business development, strategic partnering, product development, financial operations and reporting, client relationship management.

Specialties: • Leadership authority for building and managing the technological, operational, and administrative platforms for financial services organizations.

• Contributed significantly to starting, developing and building a privately-held organization into a $1 billion market cap publicly traded company on the NYSE within five years of inception.

• Recognized achievements in building top-performing, best-in-class organizations capable of supporting corporate objectives.

Contact: – 212-792-0099 – 

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