Director of Operations

CERES Group

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 4 days ago

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