Lead Investment Implementation Operations

Become the Lead in Investment Implementation Operations to ensure excellence in team productivity and client satisfaction. Oversee trading activities and maintain high operational standards across the board.

This role demands an individual with rich experience in mutual fund and portfolio management, requiring 5+ years in client-facing roles. You will direct everyday liaison efforts with our Middle Office, supervise trade execution, and analyze client positions. Unique problem-solving skills are essential for quickly resolving challenges and enhancing team dynamics.

Key Responsibilities:
• Supervise daily trading execution and compliance
• Liaise effectively with outsourced service providers
• Ensure accurate recording of client cash positions
• Lead analysis and resolution of client account discrepancies
• Manage sub-advisor and custodian invoice reviews

Requirements:
• Relevant undergraduate degree in finance ...