
Financial Investments Director
2 days ago
About this role:
- Maintain a team of investment operations specialists and analysts.
- Develop operational strategy and participate in business project teams.
- Establish the operational framework for financial reporting, tax compliance, and client services.
- Perform duties including accurate financial reporting, vendor sourcing, and operational due diligence of external managers.
- Identify opportunities for process improvement and risk management development.
- Ensure effective operational due diligence of external investment managers.
- Manage distribution of alternative investments through wealth and brokerage divisions.
- Make decisions regarding company-wide tasks that steer the company's operational direction.
- Develop policies and procedures for functions with moderate complexity within scope of responsibility.
- Collaborate with professionals at all levels, including managers.
- Lead a team to achieve objectives.
- Allocate resources for investment operations.
- 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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