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Investment Operations Manager Job Description

 

 

 

Job Summary:

The Investment Operations Manager will be primarily responsible for coordinating the records, transactions, and reporting needs of the Investment Department and interface with Finance and Information Technology for the organization.

The Investment Operations Manager will assure delivery of timely and accurate reports by implementing and maintaining a series of systems and processes. He/She will lead a series of projects designed to upgrade the operational processes for the investment function of the organization.  

Job Description:

The Investment Operations Manager will perform all or some of the following Job description:

  • Upgrade systems used for accounting and managing alternative investments (Private Equity, Real Estate and Absolute Return strategies)

  • Improve the Trading, Settlement, Accounting and Reconciliation processes used for managing internal index funds

  • Integrate systems to enable more holistic reporting and analysis

  • Improve processes for preparing key reports for investment personnel

  • Ensure information contained in these key reports is timely and accurate

  • Improve processes and procedures to ensure adequate controls and separation of duties between Front Office and Back Office functions.  

Minimum Requirements / Knowledge / Skill For Investment Operations Manager Job

  • Five (5) years of responsible experience performing duties related to the planning, organizing, directing and controlling reconciliations, information systems, finance, or accounting or related duties
  • Specific experience in treasury operations and/or investments preferred.

Minimum Education Requirements / Certification / Licensure For Investment Operations Manager Job

  • Bachelors degree in Accounting/Finance or related field; or an equivalent combination of education and experience
  • Certified Public Accountant or Chartered Financial Analyst preferred
  • MBA or related Masters Degree preferred.


 

 

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