Manager, Investment Operations

Duties & Responsibilities

• Oversees the daily and monthly reconciliation of transactions, positions, and cash between internal systems, Bloomberg, and custodian banks across approximately 350 accounts held at 30 custodians.
• Leads the daily processing, validation, and communication of domestic and international corporate actions, ensuring timely and accurate application of mandatory and voluntary events.
• Maintains operational workflows, identifies exceptions, and ensures issues are researched, resolved, and escalated appropriately.
• Develops and implements process improvements that increase efficiency, strengthen operational controls, and reduce operational risk by maximizing the effective use of technology and automation.
• Establishes and maintains procedures and controls to support accurate reconciliation and corporate actions processing.
• Partners with custodians, portfolio management, trading, compliance, client service, and technology teams to resolve operational issues and support business initiatives.
• Participates in the hiring process for new associates and leads onboarding, training, coaching, and ongoing development of team members.
• Partners with the Director, Investment Operations on departmental strategy, priorities, resource planning, and continuous improvement initiatives.
• Supports internal and external audits, regulatory examinations, and due diligence requests by providing operational documentation and subject matter expertise.
• Oversees special projects, system implementations, and operational initiatives that enhance scalability, efficiency, and service quality.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Minimum of 5 years of relevant experience in financial services, preferably in a corporate or institutional setting.
• Experience with financial systems and software, such as Bloomberg, and knowledge of corporate actions processing.
• Strong analytical and problem-solving skills.
• Excellent organizational and project management skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.

Skills

• Strong understanding of financial markets and corporate actions.
• Experience with financial systems and software, such as Bloomberg.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively.
• Knowledge of regulatory requirements and compliance standards.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time position.