
Investment Operations Director
3 days ago
Job Title: Investment Operations Director
We are seeking an experienced Investment Operations Director to lead our team of professionals responsible for the development of operational strategy and process improvement.
- Manage a team of experts to ensure the execution of financial accounting, tax reporting, and client services.
- Develop the operational infrastructure on financial accounting, tax reporting, and client services.
- Ensure accurate financial reporting of funds, sourcing proprietary fund vendors, and operational due diligence of external investment managers.
- Identify opportunities for process improvement and risk control development.
- Collaborate with all levels of professionals, including managers, to achieve objectives.
Key Responsibilities
- Administer the distribution of alternative investments through wealth and brokerage divisions.
- Make decisions and resolve issues regarding company-wide tasks that steer the operational direction.
- Develop policies and procedures for functions within scope of responsibility.
- Mentor and guide talent development of direct reports and assist in hiring talent.
Requirements
- 4+ years of Investment Operations experience or equivalent demonstrated through work experience, training, military experience, or education.
- 2+ years of leadership experience.
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