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Vice President, Investment Technology

Flores Financial Services Inc.
Philadelphia, NY Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 5/26/2025

About the job Vice President, Investment Technology

Investment Technology Lead (VP, Investment Technology) Alternative Investments Financial Services

Department

Technology

Classification

Full time

Location

Philadelphia, PA or New York

About the job

The Investment Technology Lead will oversee the technology platforms for both the credit and private equity businesses at the Firm. This position will partner closely with stakeholders primarily with in the investment management and portfolio operations groups, facilitating the delivery of solutions that will drive the company toward achieving business growth through best-in-class technology.

The successful candidate is expected to :

  • Partner with front-office and senior leadership teams to understand strategies and business needs across the investment management and portfolio operations functions.
  • Create and maintain project plans and status reports to ensure projects are on time and budget; establish clear and direct commutations to senior leadership.
  • Own relationships with key third party vendors and advance these strategic partnerships.
  • Oversee internal and external development teams on integration and custom solutions requested by the business.
  • Manage scope, implementation, integration and augmentation of proprietary applications for all key business systems including strategic roadmaps and release schedules for key business systems.
  • Keep current on investment technologies and offerings and attend conferences, seminars and training sessions as necessary.

Qualifications :

  • Bachelors degree required advanced degree desirable (CFA, MBA, etc.).
  • Minimum 10 years working with investment management teams in credit and / or private equity required, preferably on the buy-side.
  • Strong hand-on experience with investment systems such as DealCloud, Bloomberg AIM, Allvue Systems, S&P Global EDM (fka IHS Markit), MSCI Private I (fka Burgiss), Canoe and SS&C Advent Geneva.
  • Excellent understanding of data platforms and ability to query databases using SQL tools. Snowflake knowledge preferred.
  • Working knowledge of reporting platforms and BI applications (e.g. PowerBI, Tableau, etc.).
  • Project management experience required certification a plus.
  • Knowledge of change management procedures.
  • Ability to work autonomously with minimal supervision.
  • Ability to communicate effectively across all levels within organization.
  • CLIENT : 30 years of leadership in private markets

    CLIENT is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. CLIENT now manages over $83 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 500 employees operating across nine global offices.

    The firms investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300 sponsors. CLIENT's active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.

    Contact : Bob Flores Email : bob@rflores.com

    Contact : Scott Barcalow Email : Scott@rflores.com

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