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# Head of Private Equity Operations with an Institutional Fund – Greenwich, CT


Role Overview for Head of Private Equity Operations with an Institutional Fund – Greenwich, CT
JRG Partners is proud to partner with a premier, multi-billion dollar institutional investment fund in their search for a Head of Private Equity Operations. Based in the prominent financial hub of Greenwich, CT, this is a critical leadership position within a globally recognized firm known for its disciplined investment strategy and exceptional track record across various private equity asset classes. The firm fosters a collaborative, high-performance culture and is poised for significant future growth, making this an opportune moment to join its leadership team.
The Head of Private Equity Operations will be a key member of the firm’s senior management, reporting directly to the Chief Operating Officer. This executive will be responsible for the strategic oversight, management, and scaling of all middle and back-office functions supporting the private equity platform.
The ideal candidate is a seasoned, strategic operator with a deep understanding of the private equity lifecycle, from deal execution to fund dissolution. You will be tasked with building and refining a best-in-class operational infrastructure that is robust, scalable, and efficient, capable of supporting the firm’s complex investment strategies and continued expansion. This role requires a hands-on leader who can mentor a talented team, drive technological innovation, and serve as a trusted partner to the investment professionals, investor relations team, and senior leadership.
Key Responsibilities of Head of Private Equity Operations with an Institutional Fund – Greenwich, CT
The Head of Private Equity Operations will have a broad and impactful mandate, overseeing all non-investment activities for the private equity funds. Key responsibilities include:
Fund Administration & Accounting Oversight
Provide strategic oversight of the entire fund administration and accounting process. Manage and deepen the relationship with third-party fund administrators, ensuring the delivery of accurate and timely financial reporting, including quarterly and annual financial statements, capital account statements, and NAV packages. Oversee the complex mechanics of capital calls, distributions, and waterfall calculations, ensuring strict adherence to Limited Partner Agreements (LPAs).
Portfolio Valuation & Monitoring
Lead the quarterly and annual portfolio valuation process, collaborating closely with investment teams to ensure methodologies are consistently applied and well-documented. Ensure compliance with all relevant standards, particularly ASC 820 (Fair Value Measurement). Implement and enhance systems for monitoring the financial and operational performance of portfolio companies.
Investor Relations & Reporting Support
Serve as the key operational liaison to the Investor Relations team. Oversee the preparation and review of all investor-facing materials, including quarterly reports, DDQs (Due Diligence Questionnaires), and ad-hoc LP requests, ensuring the highest standards of accuracy and transparency.
Treasury & Cash Management
Direct all treasury functions at the fund level. This includes managing subscription lines of credit, optimizing cash flow forecasting, managing foreign exchange exposure, and overseeing all fund-related bank accounts and wire transfers to ensure efficient capital deployment and management.
Technology & Process Transformation
Continuously evaluate and enhance the firm’s operational technology stack. Lead initiatives to select and implement new systems (e.g., portfolio management, accounting, CRM platforms) to drive efficiency, improve data integrity, and support scale. Champion a culture of continuous improvement by designing, documenting, and implementing best-in-class policies and procedures across all operational functions.
Regulatory Compliance & Risk Management
Partner with the Chief Compliance Officer and legal counsel to ensure the firm’s operations are in full compliance with all applicable regulations (e.g., SEC, AIFMD). Oversee the preparation and filing of regulatory reports such as Form ADV and Form PF. Develop and maintain a robust operational risk management framework.
Team Leadership & Development
Build, lead, and mentor a high-caliber operations and finance team. Set clear goals and KPIs, provide regular feedback and coaching, and foster a collaborative and accountable culture. Champion professional development opportunities for team members to ensure the department’s capabilities evolve with the firm.
Transaction & Deal Support
Work hand-in-hand with the investment, legal, and tax teams to provide operational support for new investments, add-ons, and exit events. This includes managing closing flows of funds, reviewing transaction documents for operational feasibility, and ensuring seamless integration of new assets post-acquisition.
Requirements for the Head of Private Equity Operations with an Institutional Fund – Greenwich, CT
We are seeking a distinguished professional with a proven track record of leadership and excellence in the private equity space. The qualifications and attributes for this role are:
Professional Experience
A minimum of 15+ years of progressive experience in private equity operations, fund accounting, or a closely related field within the alternative asset management industry. At least 7-10 years of this experience should be in a significant leadership and management capacity, preferably in-house at a private equity firm.
Educational Background
Bachelor’s degree in Accounting, Finance, Economics, or a related field is required. An advanced degree (MBA) or a professional certification such as a CPA or CFA is highly preferred and will be a strong differentiator.
Technical Expertise
Deep, demonstrable expertise in the technical aspects of private equity fund structures, including closed-end funds, complex GP/LP waterfall models, and carried interest calculations. Comprehensive knowledge of US GAAP as it pertains to investment companies is essential.
Systems Proficiency
Advanced proficiency with major private equity software platforms (e.g., Allvue, Investran, eFront) and enterprise-level accounting systems. Expert-level skills in Microsoft Excel are required.
Leadership & Communication
Exceptional leadership and team-building skills with a history of attracting, developing, and retaining top talent. Must possess outstanding executive presence, with the ability to communicate complex ideas clearly and concisely to diverse audiences, including senior partners, investment professionals, LPs, and external auditors.
Strategic & Analytical Mindset
A proactive and strategic thinker who can operate at both the 30,000-foot level and in the details. Strong analytical and problem-solving skills, with a relentless focus on accuracy, process improvement, and risk mitigation.
Location
The ability and willingness to work on-site in the firm’s Greenwich, CT office is required.
Benefits & Perks Offered
Our client offers a highly competitive and comprehensive compensation and benefits package designed to attract and retain top-tier talent. This includes:

A highly competitive base salary and a significant annual performance-based bonus.
Meaningful participation in the firm’s carried interest plan, aligning your success with the long-term performance of the funds.
Comprehensive medical, dental, and vision insurance plans with premium coverage for employees and their dependents.
A robust 401(k) retirement savings plan featuring a generous employer match.
Generous paid time off (PTO), holiday, and parental leave policies to support work-life balance.
Company-sponsored wellness programs, including gym membership subsidies and mental health resources.
A commitment to professional growth with support for continuing education, industry conferences, and certifications.
A modern and collaborative office environment in a prime Greenwich location.

How to Apply
This is a unique opportunity to shape the operational backbone of a leading institutional investment firm. If you are a results-driven operations leader with the experience and ambition to excel in this role, we encourage you to apply. JRG Partners is committed to a confidential and thorough search process. To express your interest, please submit your resume for consideration. Learn more about our expertise by visiting the JRG Partners’ Accounting & Finance practice page. We look forward to connecting with you to discuss this exciting mandate.