Senior Manager, Investment Operations

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Senior Manager, Investment Operations | Investment Management Firm | San Francisco; Hybrid (2-3 days onsite)Join a highly respected investment management firm known for disciplined investing, thoughtful leadership, and a collaborative, people-first culture. With an established platform and strong employee tenure, this is an opportunity to take on a visible leadership role at a stable, values-driven firm.Lead critical areas including transfer agency, regulatory reporting, shareholder reporting, and broker relationships while mentoring a team and driving operational improvements. The role offers competitive compensation + bonus, strong benefits, hybrid flexibility, work-life balance, and the opportunity to leverage technology and AI to improve processes.ResponsibilitiesOwn the relationship with the firm's transfer agent and oversee servicing, recordkeeping, and issue resolutionReview transfer agency deliverables for accuracyCoordinate regulatory filings and track reporting deadlinesOversee shareholder and financial reporting cyclesPartner with fund accounting and external administrators on NAV, distributions, and reportingManage broker, custodian, and counterparty relationshipsResolve settlement breaks and operational issuesLead, mentor, and develop team membersIdentify control gaps and drive process improvementsServe as an escalation point for internal teams and external providersSupport product launches, onboarding, audits, and special projectsExplore AI and technology solutions to improve operational workflowsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.