Description

Get to Know the Opportunity

The Investment Business Manager supports our Fixed Income division, with a focus on Private Debt strategies. This individual will serve as a key operating partner to the investment team to ensure seamless execution of business strategy, operational effectiveness, and governance. The ideal candidate will have deep knowledge of private debt markets and investment operations, strong project management skills, and a strategic mindset. You will work closely with the Head of Investment Platform Business Management (HBM) and the Chief Investment Officer of Fixed Income while partnering closely with the Fixed Income (FI) Leadership team. 

The Contributions You Will Make

• Function as a thought partner to senior investment professionals, driving business planning, strategic initiatives, and execution.
• Identify, lead, and manage Private Debt strategic initiatives in partnership with senior leadership.
• Serve as a liaison and act as a proxy to investments when collaborating with operations, legal, compliance, finance, and technology to ensure alignment and transparency on initiatives.
• Act as the point of contact for third party vendors to support the investment process, to include contract renewals, negotiation strategy, and final cost approvals.
• Lead and coordinate business reviews, budgeting, and resource planning for the private debt platform in collaboration with Finance and other stakeholders.
• Maintain high-level visibility into platform KPIs, capacity trends, and team resource allocation to guide business decisions.
• Lead cross-functional projects including platform build-out, systems enhancements, and data/reporting initiatives.
• Partner with technology and operations to facilitate process improvements to support scale and efficiency in the investment process.
• Collaborate on product strategy, development, and innovation specific to private debt markets and insurance client needs.
• Function as proxy for the investment teams on initiatives that require collaboration with Compliance, Risk, Investment Operations, IT, Data, Legal, etc.
• Contribute to the development of innovative solutions, automation efforts, and process reporting, pricing, marketing materials, and operational enhancements. Support cooperation and communication of best practices and continuous improvement.
• Represent the leadership team in governance functions and solving operational issues.
• Partner with the HBM on employee engagement issues and activities.
• Align investment team resources to best deliver on Product initiatives.
• Identify and recommend appropriate materials for presentations.
• Collect data and perform analysis to provide accurate and informative content.
• Provide effective methods and tools to communicate the information to the audience.
• Develop performance, financial, and commercial updates on regular basis.

Requirements

Minimum Knowledge & Experience

• 8–15 years of experience in investment management, preferably in fixed income, private credit, or alternative investments.
• Proven experience in a business management, COO/CAO, or chief-of-staff type role within an investment organization.
• Strong strategic thinking, project management, and communication skills.
• Deep understanding of investment processes, portfolio management, and operational frameworks.
• Demonstrated ability to lead cross-functional initiatives across legal, risk, compliance, finance, operations, and technology.
• Bachelor’s degree in Finance, Economics, or related field; MBA or CFA strongly preferred.
• Extraordinary organization skills.
• Ability to work independently, multi-task, and exercise sound business judgment.
• Strong skills in oral and written communication; including experience in effectively communicating with employees, colleagues, clients, and executives.
• Teamwork and interpersonal skills.
• Ability to partner and work effectively with other IM business divisions.
• Strong ability to translate ambiguity into tangible action items and steps.
• Proficient in reporting and data analysis skills such as excel, Tableau, or PowerBI.