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Director of Operations

Asset Management Company

Boston, MA
Director of Operations

Project Manager

Boston, MA

Asset Management

JO-2203-1402

The Director of Operations reports directly to the CEO of the firm. The ideal candidate is an operations professional passionate about impact investing, who understands the importance of trust and integrity in developing and maintaining relationships. You will thrive in this position if you welcome continuous learning about investment products, value precision and accuracy, are results driven and enjoy working with a diverse group of stakeholders. Your previous experience demonstrates an ability to develop and improve operating models in a dynamic environment.

What Are Your Responsibilities?

Cultivate and maintain strong relationships across a diverse range of investors, third party service providers and members of affiliated networks

Manage investment operations through the investment cycle

Lead trade settlement, corporate actions, and accounting reconciliation

Manage cash movements, including investor cash flows, fund expenses, wire transfers

Provide direct assistance during client onboarding

Maintain investor reporting portal

Develop new workflows to support business growth

Manage third-party vendor relationships

Support performance measurement, fee calculation, and monthly reporting processes

Coordinate periodic compliance and audit support

Lead monthly report generation

What Kind Of Qualifications Are We Seeking?

5+ years of investment operations experience with a demonstrated ability to drive execution and results

Commitment to sustainable investing, experience working with high-net-worth individuals

Agile, flexible, and astute learner at ease with multitasking and that embraces ambiguity

Outstanding written and oral communication skills

Extremely organized with strong attention to detail

Strong analytical, quantitative, and problem-solving skills

Ability to assess, processes, identify and propose possible improvements

Experience working in a hybrid setting with team members from varying cultural backgrounds

Ability to work independently while being a collaborative team player

Four-year college degree preferred

What Can We Offer You?

Purpose-driven, meaningful work

Competitive compensation package that reflects your experience and background

Mentorship from senior management to ensure career development

Exposure and access to key opinion leaders in our sector and beyond

Career development opportunities

Apply
Vacancy posted 2 days ago
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