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Supervisor, Investment Operations - Westlake Village, United States - Equity Trust Company
Description
JOB OVERVIEWThe Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold Level Service, Institutional Investments, Training, and Investment Loggers.
RESPONSIBILITIES & DUTIESDirectly responsible for multiple investment teams as determined by Senior ManagerConfirms accuracy, consistency and implements improvement to departments processes and proceduresValidates internal audit findings and address risks or training opportunities accordinglyDevelops and implements plans to manage daily workflow and meet service productivity targetsEnsures all functions are performed in accordance with departmental proceduresReviews and interprets daily, weekly, and monthly metricsCoaches, mentors, and provides feedback on career mobility and performance with direct reports periodicallyPartners with the various lines of business to create efficiencies, mitigate client escalations, enhance the process, and implement improvements across the organizationCollaborates with appropriate departments on system enhancements, test cases and plans; in addition, provides direction to team and verifies resultsCultivates relationships and communicates with internal and external partnersAssists as needed with escalated requestsUpdates procedures and ensures team members are educated regarding changesEnsures proper staffing for coverage including hiring, coaching, and training new associatesPerform other duties as assigned
QUALIFICATIONSHigh School Diploma or GED requiredAssociate degree in Arts/Science preferredMinimum 2 years of experience in retirement industryMinimum 5 years of experience in a fast paced, customer driven environment
PROFESSIONAL CERTIFICATIONSNone required
TECHNICAL SKILLSTo be successful in this role, you should have experience with and an understanding of the following:Expert level proficiency in Microsoft Office
CULTURAL COMPETENCIESIn addition to our core company competencies of
Cultivates Innovation ,
Nimble Learning ,
Action Oriented ,
Collaborates , and
Being Resilient , a successful candidate in this role should exhibit the following behavioral competencies:Business InsightDevelops TalentPlans & AlignsInstills Trust
PHYSICAL DEMANDS/WORK ENVIRONMENTThis job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear.
The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms.
This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENTThe above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
