Head of Operations | Credit Investment Platform
About Our Client
Our client is a well-established investment fund based in Dallas, with a strong focus on real estate and specialty credit in the middle market. The firm is known for its disciplined investment approach, entrepreneurial culture, and commitment to operational excellence.
Position Overview
We are partnering with this client to identify a strategic and execution-focused Head of Operations. This individual will play a critical leadership role, overseeing day-to-day operations across originations, underwriting, and asset management. The ideal candidate will also serve as the firm's EOS Integrator, driving cross-functional alignment and execution of strategic initiatives.
Key Responsibilities
Operational Leadership
- Lead and optimize daily operations across investment functions, ensuring seamless coordination between originations, underwriting, and asset management.
- Implement scalable systems and processes to support growth and efficiency.
- Track and improve performance metrics across departments.
EOS Integrator Role
- Serve as the firm's Integrator within the Entrepreneurial Operating System (EOS) framework.
- Facilitate Level 10 meetings, quarterly planning, and annual strategy sessions.
- Ensure accountability and alignment across teams using EOS tools and disciplines.
Cross-Functional Collaboration
- Promote strong communication and collaboration across investment, finance, legal, and compliance teams.
- Identify operational bottlenecks and lead continuous improvement initiatives.
- Support talent development and team cohesion across operational functions.
Strategic Execution
- Partner with senior leadership to execute the firm's strategic roadmap.
- Lead initiatives related to technology, data infrastructure, and operational scalability.
- Support investor relations, fundraising, and reporting functions as needed.
Candidate Profile
- Senior operations leader with experience in investment management, private equity, or real estate finance.
- Deep understanding of real estate and specialty credit strategies, especially in the middle market.
- Prior experience as an EOS Integrator is highly preferred.
- Strong leadership, organizational, and communication skills.
- Comfortable in a fast-paced, entrepreneurial environment.
Compensation & Benefits
- Competitive base salary and performance-based bonus.
- Potential for equity participation.
- Comprehensive benefits package including health, dental, vision, and retirement plans.
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