- Lead the end-to-end operations process for deal fundings and realizations/exits, coordinating closely with Deal Teams, Fund Heads, CFG, Legal, Compliance, Finance, and Tax to ensure timely, accurate execution
- Continuously refine and standardize deal closing and realization workflows, identifying gaps and implementing enhancements in partnership with Deal and Finance teams.
- Own the weekly deal flow forecast (fundings and realizations/exits), ensuring clear communication of upcoming activity and dependencies across stakeholders.
- Monitor key deal milestones and approval steps, proactively resolving bottlenecks and escalating issues to senior leadership as needed.
- Own data integrity for Deal Team workflows, ensuring investment and portfolio data is complete, accurate, and aligned with firm standards.
- Train Deal Teams on data concepts, definitions, and best practices to promote consistent, high-quality data capture across systems.
- Actively participate in data management and standardization forums, representing Deal Team needs and proposing practical improvements.
- Identify and recommend new data fields and structures that enhance investment, portfolio, and fund-level reporting and analytics.
- Support and help coordinate workflow processes for quarterly ILPA, attribution, and LP reporting deliverables, ensuring deadlines are met with high-quality outputs.
- Manage ad hoc and recurring reporting requests from senior leadership and LPs, driving timely, accurate responses and clear documentation.
- Partner with Deal Teams, IT, and Reporting/Operations to enhance reporting tools and dashboards, improving usability, consistency, and insight generation.
- Support the quarterly valuation process by coordinating inputs across Deal Teams, Finance, and Auditors and ensuring adherence to valuation policies.
- Coordinate Deal Team deliverables for annual and ad hoc regulatory and compliance filings (e.g., SEC Form PF, BEA data collections), maintaining strong controls around data and sign-offs.
- Act as the primary Investment Operations contact for fundraising-related data and deliverables across new funds, managed accounts, and co-investment vehicles.
- Coordinate responses to complex and non-standard LP information requests related to deal fundings, realizations/exits, and deal-level reporting, aligning inputs from CFG, Investor Relations, Legal & Compliance, and Finance.
- Help anticipate and operationalize emerging LP data and reporting requirements, ensuring Investment Operations processes can support new asks at scale.
- Assess existing operational procedures across deal execution, data, and reporting; develop and present actionable process-improvement recommendations to leadership.
- Serve as the day-to-day owner and "power user" for Dynamo and Atlas on behalf of the Deal Teams, shaping requirements, prioritizing enhancements, and championing best practices.
- Coordinate user testing, rollout, and training for system upgrades and new features, driving adoption and consistent usage across the platform.
- Track and report on key operational and system KPIs (e.g., data quality metrics, cycle times, error rates) to inform continuous improvement initiatives.
- The ideal candidates will have 10+ years of experience, with 6+ in private equity.
- Bachelor of Science in Accounting or Finance is required. CPA a plus.
- Knowledge of PE deal structures, and familiarity with private equity reporting (standard financials, portfolio updates, ILPA, etc.). Complete other ad-hoc projects as required.
- Understanding of private equity valuations.
- Familiarity with portfolio data management systems and experience with developing workflow processes.
- Highly independent, self-starter professional that can build and lead a team.
- Takes full ownership and accountability of work product and leads by example in areas of attitude, attention to detail, urgency, cross-collaboration, process improvement, and quality of work.
- Strong planning and organizational skills. Effective communicator and collaborator. Strong Excel skills (e.g., advanced formulas and functions).
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Manager, Investment Operations - Miami Springs - H.I.G. Capital
Description
Firm Overview:H.I.G. Capital is a leading global private equity investment firm with $70 billion of assets under management with a focus on the mid cap segment of the market. The H.I.G. family of funds includes private equity, growth equity, real estate, direct lending, special situation credit, and growth-stage healthcare. We focus on providing capital to businesses with attractive growth potential and align ourselves with committed management teams and entrepreneurs to help grow businesses of significant value. Our team of over 500 investment professionals has substantial operating, consulting, technology, and financial management experience, enabling us to contribute meaningfully to our portfolio companies. H.I.G. is based in Miami, with offices in Atlanta, Boston, Chicago, Los Angeles, New York, and San Francisco, and affiliate offices in Hamburg, London, Luxembourg, Madrid, Milan, and Paris in Europe as well as Bogotá, Rio de Janeiro, and São Paulo in Latin America, Dubai in the Middle East, and Hong Kong in Asia.
Role Overview
Investment Operations is a middle-office function overseeing critical operational processes across the investment lifecycle and platforms (Private Equity and, where applicable, adjacent strategies such as Credit, Real Estate, and growth vehicles). The position is designed to reduce risks through standardized procedures and improve cross-functional collaboration allowing H.I.G. to scale operations.
The Manager role will report to the Head of Investment Operations and will work closely with senior firm leadership (Fund Heads, CFOs, Legal & Compliance, Tax, Investor Relations, and Technology). The role will be accountable for designing and executing a scalable, controlled, and data-driven operating model that supports deal execution, fund operations, reporting, and investor/fiduciary obligations globally.
Role Responsibilities:
Deal Funding and Deal Realizations / Exits
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Investment Operations Associate
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Investment Operations Associate
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Investment Operations Associate
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FTT Investment Operations
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FTT Investment Operations
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FTT Investment Operations
Full time Only for registered members Fort Lauderdale
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Middle Office Analyst
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Financial Services Controller
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Director of Strategic Accounts
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Marketing Content Manager
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Branch Manager
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