Manager, Investment Operations

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Manager, Investment Operations | Investment Management Firm | San Francisco; Hybrid (2-3 days onsite)Join a highly respected investment management firm known for its collaborative culture, thoughtful leadership, and long-term approach to investing. With a stable platform, strong employee tenure, and team-oriented environment, this is an opportunity to step into a visible leadership role with meaningful impact.Lead critical performance and reporting functions across multiple investment vehicles while partnering with internal teams and external providers. The role offers competitive compensation + bonus, strong benefits, work-life balance, and the opportunity to drive process improvements through technology and AI.ResponsibilitiesOversee daily performance reconciliation and reporting across investment productsReview pricing checks, NAV controls, and performance calculationsPrepare and review monthly performance reportingManage performance data for SMAs and model portfoliosMaintain composite performance records and related reportingOversee submissions to third-party reporting platforms and vendorsLead annual performance presentations and support audits/complianceSupervise, train, and cross-train team membersIdentify and resolve data discrepanciesDrive process improvement, technology, and AI initiativesSupport product launches, audits, and special projectsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.