VP Investment and Operations
Job Summary
The Vice President will lead daily operations and execution for a financing platform, working closely with the CEO to manage mandates. This role requires overseeing end-to-end financing operations, including funding requests, payment processing, and stakeholder coordination. The candidate will act as a primary point of contact for senior executives while ensuring rigorous documentation and financial reconciliation.
Responsibilities
- Manage daily financing platform execution and mandates
- Oversee end-to-end financing operations and draw requests
- Act as primary point of contact for C-suite and external stakeholders
- Execute payments and perform daily bank-to-ledger reconciliations
- Design and refine operational SOPs and data flows
Required Skills
- 3-7 years experience in Investment Banking/Fund Operations
- Strong analytical and financial modelling skills
- Advanced Excel/Google Sheets proficiency
- Fluent English communication for C-suite interaction
- Availability to work U.S. business hours (ET)
Job Details
Key Responsibilities
- Lead the financing platform’s daily execution, acting as the operational owner of mandates and working with the CEO / Managing Partner to ensure all deals are executed on time and within agreed terms.
- Run financing operations end-to-end: log and verify client funding / draw requests against limits and covenants; prepare clear approval packs with your own recommendations; obtain sign-offs.
- Act as a front-line execution contact: join meetings with listed-company C-suites, investment bankers, brokers and lawyers; explain process, timelines and controls confidently; follow up on action items.
- Execute payments: prepare payment documentation and process wires via bank portals with dual approval; confirm receipt, update records and resolve any exceptions with banks and issuers.
- Track, reconcile and report: maintain live utilisation trackers and key dates; perform daily bank-to-ledger reconciliations; deliver a clean month-end close; prepare concise weekly dashboards for management and investors.
- Build and improve the operating model: design and refine SOPs, checklists, templates and data flows (from mandate signing to funding and reporting); drive light automation where useful.
- Coordinate stakeholders: work directly with issuer finance teams, brokers, banks, transfer agents and external counsel to clear items quickly and keep deals moving.
- Support origination: help assess new opportunities, run basic deal economics, and maintain the issuer / intermediary CRM so that outreach and follow-ups are disciplined.
Requirements
- 3–7 years of experience in investment banking, equity capital markets, structured finance, principal investing, or securities / fund operations with real exposure to live transactions.
- Comfortable being both client-facing and detail-oriented: able to speak to C-suite executives about timelines and process, and also dive into reconciliations and documentation when needed.
- Strong analytical skills and financial numeracy; able to build and review simple models of deal economics, limits and utilisation.
- Strong Excel / Google Sheets skills (lookups, pivots, validations) and bank-portal fluency, with disciplined documentation and control habits.
- Clear written and spoken English and confidence dealing with senior external counterparties (C-suites, bankers, brokers, lawyers).
- Reliability covering U.S. hours from Kuala Lumpur in a hybrid setup, and comfort working in a lean, founder-led environment.
- Degree in Finance, Accounting, Economics, Mathematics, Engineering or a related field, with solid academic performance; professional qualifications (e.g. CFA, FRM, ACCA) are an advantage.
- Exposure to public-company workflows (e.g. placements, rights issues, corporate actions, registrar / custodian or listed-derivatives operations) is an advantage.