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Chief Financial Operator
3 weeks ago
About this role:
We are seeking an experienced Securities operations professional to lead our team.
In this critical position, you will oversee a team of alternative investment operations specialists and analysts, responsible for developing and implementing operational strategy.
You will create the operational infrastructure for financial accounting, tax reporting, and client services, ensuring precision in accurate financial reporting of funds.
Key responsibilities include:
- Leading a team to achieve objectives
- Managing administration of third-party distribution of alternative investments through wealth and brokerage divisions
- Making strategic decisions and resolving issues to steer the company's operational direction
- Developing policies and procedures for functions with low to moderate complexity within scope of responsibility
- Collaborating and influencing all levels of professionals, including managers
To be successful, you must have:
4+ years of Securities Operations experience, or equivalent experience demonstrated through work history, training, military experience, or education, and 2+ years of leadership experience.