Related skills
process improvement trading data integrity portfolio accounting custody📋 Description
- Oversee daily operational activities for an SEC-registered investment adviser
- Ensure processes are well-documented, consistent, and scalable
- Identify, implement, and monitor operational controls to mitigate risk
- Serve as subject matter expert for operational systems and third‑party providers
- Lead, mentor, and develop an operations team; hire and train staff
- Partner with senior leadership to maintain efficient workflows and controls
🎯 Requirements
- Bachelor's degree required; advanced degree or certifications a plus
- 7–10 years in operations within investment services
- Experience leading and developing a team
- Familiarity with portfolio accounting, trading, custody
- Ability to design and maintain operational processes/controls
- Strong organizational, analytical, and problem-solving skills
- Excellent written and verbal communication with senior leadership
- Collaborative, team-focused mindset
🎁 Benefits
- Medical, Dental, Vision coverage
- Company 401(k) and ESOP
- Generous paid leave
- Paid holidays
- Professional development
- Tuition reimbursement ($15k cap)
- Discounted insurance options
- Charitable gift-matching program
- Davidson Day of Giving
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