Sr. Operations Specialist

Performs a variety of operational and administrative duties within an assigned area of Operations, including investment management, financial planning, tax advisory, business services, and general firm management. The role entails heavy client service, custodian and vendor interaction, and a high volume of email and telephone communication. Requires the ability to work independently, excellent time management skills, collaboration, and effective team interaction. Demands a high level of accuracy, attention to detail, and client servicing skills.

Reports to Chief Operating Officer & Senior Portfolio Manager, Joseph Manfredi, and Director of Client Services, Meghan Manas.

Responsibilities

• Provide comprehensive client service support by answering questions, recommending solutions that add value, facilitating data or reporting requests, and continuously improving the client experience.
• Support the Director of Client Services in overall operations and administration of the firm.
• Manage and support operational aspects of onboarding, maintaining, and closing portfolios, including setup of account attributes, data feed connectivity, codifying client/firm guidelines in the compliance system, and verifying funding status.
• Update daily, monthly, and quarterly performance calculations for multiple strategies and composites; monitor performance exceptions and resolve client requests.
• Provide data and generate reports for clients, Investment team, and Client Service team.
• Prepare and distribute quarter-end client reporting within the first 5 business days after quarter end; develop and maintain ad hoc and custom reports as required.
• Proactively lead and evolve automation and process improvement initiatives.
• Support other operational activities as needed, such as contributions/withdrawals and trade settlements.
• Serve as a compliance liaison with the outside compliance team to ensure effective controls are in place; identify, document, and implement new risk controls.
• Ensure timely reporting of all compliance-related documents, including Employee reports, ADV, and 13F.
• Help develop and implement efficient processes and workflows as the business grows and changes.
• Proactively review current processes to identify areas for efficiency improvements and risk mitigation; implement best-in-class controls, universal standards, and industry best practices.
• Collaborate with Client Service, Trading, Compliance, Investment, and other teams to implement process, system, and product changes.

Requirements

• 5–7 years of work experience in a similar capacity.
• Strong dedication to high-quality client service for both external and internal clients.
• Excellent verbal, written, and organizational skills.
• Exceptional work ethic; resourceful and inquisitive.
• Willingness to challenge the status quo by asking “why” and identifying better ways of working.
• Ability to collaborate effectively as part of a team while also working independently with efficiency and accuracy.
• Highly self-motivated with an analytical mindset, strategic aptitude, and a positive, “can-do” attitude.
• Strong work ethic, self-motivation, and collaborative interpersonal skills aligned with the firm’s office culture.

Schedule

This is an in-person role.

Pay

Offers a competitive salary within a predetermined range consistent with internal compensation guidelines. Specific wage range, benefits, and additional compensation will be provided upon request or during the hiring process in accordance with Maryland law.