
Portfolio Management Specialist
8 hours ago
Portfolio Management Specialist
About this role:
We are seeking a Portfolio Management Specialist to lead our alternative investment operations team.
- Manage a group of portfolio managers and analysts responsible for financial accounting, tax reporting, and client services.
- Develop the operational infrastructure on financial accounting, tax reporting, and client services.
- Perform specific duties including accurate financial reporting of funds, sourcing of proprietary fund vendors, and ensuring operational due diligence of external investment managers.
Responsibilities include:
- Identify opportunities for process improvement and risk control development.
- Ensure effective operational due diligence of external investment managers.
- Oversee administration of third-party distribution of alternative investments through wealth and brokerage divisions.
Requirements:
- 4+ years of experience in securities operations or equivalent experience demonstrated through work experience, training, military experience, or education.
- 2+ years of leadership experience.
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