Pre-Trade Investment Services

About the role

Investment Services Group is part of the investment organization, reporting to the Chief Investment Officer. The group manages critical inputs to the firm’s investment process, oversees services provided by the outsourced middle‑office, and supports the portfolio management team, processes and investment initiatives. Individuals develop a deep understanding of the investment process and trading lifecycle, and build strong relationships across portfolio management, investment processes, client relationship management and other functions.

This role provides high‑quality portfolio and operational client data into Arrowstreet’s quantitative investment process, leads and oversees initiatives to enhance the operational investment process, monitors the performance of the outsourced middle‑office provider, guides its strategic direction, and oversees critical daily production processes and controls to ensure data accuracy for investment and trading.

Responsibilities

• Manage people, processes, and risk effectively.
• Lead, mentor, and develop a team of professionals responsible for critical workflows supporting the daily investment process.
• Assess risks regularly and identify and deliver enhancements to operating effectiveness.
• Seek to continuously manage the dynamic and evolving risks associated with an investment process that has 90+ external party participants.
• New Initiative Implementation – oversee and manage critical investment initiatives from inception through implementation; identify business requirements for software projects and coordinate with internal and external stakeholders to implement project work related to strategic investment and client initiatives (e.g., new instrument implementation, fund launches, new market access or operating protocols).
• Designing Critical Workflows – lead the design and execution of new and improved business workflows within Investment Services and across teams related to updates to the investment processes; implement automated and AI‑driven solutions to improve efficiency, scalability and quality of workflows.
• Relationship Management – develop strong working relationships with internal groups (client relationship management, investment processes, portfolio management) and external parties (outsourced middle‑office, brokers, custodians) to monitor and manage the quality of investment operations processes.
• Portfolio Holdings and Account Reconciliation Oversight – manage the team evaluating portfolio holdings data quality and improving automated independent expectations; own analysis and resolution of complex portfolio accounting and reconciliation issues.
• Futures and Prime Broker Margin and Cash Management Oversight – manage complex workflows including time‑sensitive analysis of futures exposures, margin requirements and payments; provide critical oversight on cash balances available for trading.

Qualifications

The ideal candidate will be:

• A self‑starter and problem solver with excellent people, process and project management skills; organizational, time and relationship management skills; verbal and written communication skills; strong data mining and analysis skills.
• High degree of integrity and accountability.
• Very detail oriented and inquisitive.
• Intellectually curious mindset with a passion for exploring new technologies, tools and ways of working.
• Interested in modernizing systems and processes through emerging technologies, including AI and automation.
• Able to design and lead projects with minimal supervision while proactively providing updates, facilitating reviews of progress and delivering to deadlines.
• Able to work collaboratively with colleagues and thrive in a team‑oriented work environment.
• Able to follow general procedures and implement improvements.
• Familiarity with quantitative investment processes and related systems a plus.
• Able to learn and maintain a working knowledge of relevant systems.
• Exhibit a strong interest in continued development of technical skills and investment process knowledge.

Bachelor’s degree required; Accounting or Finance concentration preferred.

Approximately 5 to 10 years’ professional experience; asset management industry experience preferred.

Strong Microsoft Excel and data analysis skills.

Experience working in environments undergoing AI transformation, with a focus on continuous process improvement.

Keen interest in learning or using tools such as Python.

Pay

The base salary range for this position is $95,000 to $280,000 per year. Arrowstreet Capital operates a robust talent acquisition program and seeks to compensate and reward employees competitively within the industry and in line with its merit‑based culture. Total compensation includes base salaries and annual discretionary bonuses, as well as a robust benefits package. Placement within the listed range will vary based on the candidate’s relevant experience and qualifications (including relevant certifications, credentials and other education), job responsibilities and scope, the resulting level of the position and other relevant factors. The listed range is an estimate; additional information regarding base salary and other elements of total compensation will be communicated during the recruitment process.

Benefits

Arrowstreet Capital offers a robust benefits package as part of its total compensation.