Principal - Private Markets Investment Operations - Infosys Consulting

Principal – Private Markets Investment Operations – Infosys Consulting
DomainConsultingInterest GroupCompanyITL CanadaRequisition ID154558BRThe Role – What You’ll Do
You will be part of a high-performing Capital Markets operations and transformation team responsible for supporting and optimizing Private Markets investment operations for large institutional investors, pension funds, asset managers, and alternative investment firms. You will work closely with investment operations, portfolio management, fund accounting, custody, legal, treasury, and technology teams to execute and govern critical activities across the private markets investment lifecycle. This includes onboarding new entities and investments, managing commitments, capital calls, distributions, valuation events, dispositions, and maintaining investment data integrity across multiple platforms. The role requires deep understanding of private markets asset classes including Private Equity, Private Credit, Infrastructure, Real Estate, Direct Investments, and External Portfolio Management (EPM). You will drive operational excellence, process standardization, risk reduction, and platform optimization while supporting enterprise transformation and operating model modernization initiatives.Responsibilities
Lead and oversee investment operations activities across the private markets lifecycle including entity setup, asset onboarding, commitments, capital calls, distributions, transfers, restructurings, and dispositions.Act as a subject matter expert for private markets operations supporting institutional investor and limited partner operating environments.Partner with Investment Operations, Portfolio Management, Fund Accounting, Treasury, Risk, Legal, Custody, and Technology teams to define and implement future-state operating models.Review and validate investment documentation including LPAs, subscription agreements, commitment agreements, assignment agreements, side letters, pricing letters, and transaction confirmations.Ensure investment terms and funding mechanics are accurately reflected across downstream systems and operational processes.Govern onboarding and maintenance of legal entities, investment vehicles, securities, model portfolios, and investment attributes across investment management platforms.Manage capital call and distribution workflows including validation, classification, recording, reconciliation, and exception management.Support disposition activities including proceeds reconciliation, gain/loss validation, and downstream accounting impacts.Define target operating models, business requirements, standard operating procedures, control frameworks, and operational governance processes.Identify opportunities to leverage automation, AI, workflow digitization, and data modernization technologies to improve operational effectiveness.Lead and oversee investment operations activities across the private markets lifecycle including entity setup, asset onboarding, commitments, capital calls, distributions, transfers, restructurings, and dispositions.Act as a subject matter expert for private markets operations supporting institutional investor and limited partner operating environments.Partner with Investment Operations, Portfolio Management, Fund Accounting, Treasury, Risk, Legal, Custody, and Technology teams to define and implement future-state operating models.Review and validate investment documentation including LPAs, subscription agreements, commitment agreements, assignment agreements, side letters, pricing letters, and transaction confirmations.Ensure investment terms and funding mechanics are accurately reflected across downstream systems and operational processes.Govern onboarding and maintenance of legal entities, investment vehicles, securities, model portfolios, and investment attributes across investment management platforms.Manage capital call and distribution workflows including validation, classification, recording, reconciliation, and exception management.Support disposition activities including proceeds reconciliation, gain/loss validation, and downstream accounting impacts.Define target operating models, business requirements, standard operating procedures, control frameworks, and operational governance processes.Identify opportunities to leverage automation, AI, workflow digitization, and data modernization technologies to improve operational effectiveness.Basic Qualifications
Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline.7-10+ years of experience in Capital Markets, Investment Operations, Asset Management Operations, Fund Administration, or Financial Services Consulting.3+ years of hands-on experience supporting Private Markets, Private Equity, Infrastructure, Real Estate, Private Funds, Direct Investments, or External Portfolio Management (EPM) operations.Demonstrated experience across private markets deal lifecycle activities including onboarding, commitments, capital calls, distributions, valuation events, asset maintenance, and dispositions.Strong understanding of private markets fund structures, investment vehicles, limited partner operations, and alternative investment processing.Experience working with investment management platforms such as SimCorp Dimension, Investran, Yardi, or equivalent buy-side investment operations systems.Proven experience managing operational teams, work allocation, maker-checker controls, escalations, and service level commitments.Experience leading process transition, operating model transformation, SOP development, and controls documentation initiatives.Strong understanding of securities markets, private markets asset classes, investment accounting principles, and operational risk controls.Ready to work in-office five days per week and support US EST business hours within the Greater Toronto Area.Candidates authorized to work for any employer in Canada without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration.Preferred Qualifications / Skills
Experience supporting Private Equity, Private Credit, Real Estate, Infrastructure, Direct Investments, Fund of Funds, or Institutional Investment Operations.Strong knowledge of legal and investment documentation including:
Limited Partnership Agreements (LPAs)Subscription AgreementsCommitment AgreementsAssignment AgreementsSide LettersPricing LettersCapital Call NoticesDistribution Notices
Experience with investment operations platforms such as:
SimCorp DimensionInvestranYardieFrontAllvueGenevaOther investment accounting and portfolio management systems
Experience with investment onboarding, security master management, workflow configuration, reference data management, and portfolio setup processes.Knowledge of investment accounting, fund accounting, NAV management, performance reporting, and reconciliation processes.About Us
Infosys Consulting is a next-generation consulting partner that bridges strategy and execution. With an AI-first mindset, deep industry knowledge, and the combined strengths of business and technology consulting, it helps enterprises turn bold vision into tangible outcomes, faster, smarter, and at scale. Infosys Consulting is helping some of the world's most recognizable brands transform and innovate. Our consultants are industry experts that lead complex change agendas driven by disruptive technology. With offices in 20 countries and backed by the power of the global Infosys brand, our teams help the C-suite navigate today's digital landscape to win market share and create shareholder value for lasting competitive advantage.EEO
Infosys provides equal employment opportunities to applicants and employees without regard to race;
color;
sex;
gender identity;
sexual orientation;
religious practices and observances;
national origin;
pregnancy, childbirth, or related medical conditions;
status as a protected veteran or spouse/family member of a protected veteran;
or disability.
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