-
Investment Operations Associate
3 weeks ago
Atlantic Group Boston, United States**Only local candidates will be considered.** · Investment Operations Associates within the Operations Group manage all facets of investment data for designated external investment manager relationships. This role involves coordinating with various internal teams, collecting and ...
-
Analyst, Investment Operations
1 day ago
Cambridge Associates Boston, United StatesCAREERS THAT CHANGE THE WORLD · OUR CULTURE · Cambridge Associates believes culture is central to your success and ours. · We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connec ...
-
Investment Operations Analyst
2 days ago
Global Atlantic Financial Group Boston, United StatesGlobal Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across mu ...
-
Investment Operations Analyst
2 days ago
Global Atlantic Financial Group Boston, United StatesGlobal Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across mu ...
-
Vice President, Investment Operations
1 week ago
Fidelity TalentSource LLC Boston, United StatesJob Description: · The Role · Fidelity Digital Asset Management (FDAM) is seeking an experienced individual to lead Investment Operations. Reporting to the Head of Investment Services of FDAM, the Vice President, Investment Operations will collaborate closely with the FDAM s le ...
-
Trading Investment Operations Analyst
6 days ago
Fanning Personnel Boston, United States· •Set-up derivatives in the pricing and risk systems · •Coordinate the review of daily market values · •Prepare and review daily reports · •Liaise between the firm's trading and operations teams · •Support the firm's trade allocation, foreign exchange, and corporate actions pro ...
-
Vice President, Investment Operations
1 week ago
Fidelity TalentSource LLC Boston, United StatesJob Description: · The Role · Fidelity Digital Asset Management (FDAM) is seeking an experienced individual to lead Investment Operations. Reporting to the Head of Investment Services of FDAM, the Vice President, Investment Operations will collaborate closely with the FDAM s le ...
-
Investment Operations Analyst, Crypto
3 weeks ago
Man Group Boston, United StatesJob Description · Day-to-day operational support for the crypto trading desks working closely with traders and counterparties to ensure accurate trade capture and matching (affirmation and confirmation), primarily using external trade matching platforms and in-house risk systems ...
-
Investment Operations Analyst, Crypto
3 weeks ago
Man Group Boston, United StatesJob Description · Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed. Day-to-day operational support for the crypto trading desks – working closely with traders and counterparties to ensure accura ...
-
Portfolio Operations Analyst
1 week ago
Boston Partners Global Investors, Inc. Boston, United StatesPosition: Portfolio Operations Analyst · Department: Investment Operations · Report to: Head of Investment Operations · Company Summary: · Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service. The organi ...
-
associate/corporate/ecvc
3 days ago
New England Legal Search Boston, United StatesPremier Boston-based international firm seeks 4+ year associate to join its Venture Capital & Emerging Companies practice. The ideal candidate should have experience with drafting and negotiating venture capital investment agreements and leading negotiations of key terms of all v ...
-
Operational Specialist
4 hours ago
Cypress HCM Boston, United StatesOperations Specialist (Financial) · Location: Boston, MA · Hybrid: 3 days onsite · Employees: 500| Team Size: 10-15 · Industry: Law Firm · The Operations Specialist will provide analytical support to the Wealth Management and Investment Sector. This person will support back- ...
-
IT Project Manager
4 weeks ago
Selby Jennings Boston, United StatesThe top quantitative asset management firm in Boston is looking to hire a new IT Project Manager to their team · Responsibilities: · Scope, plan, and execute mid to large scale IT projects including implementing new systems, modernizing cloud applications, and administering a new ...
-
Senior Associate
4 weeks ago
Raw Selection Boston, United StatesTHE PRIVATE EQUITY FIRM · A Private Equity firm with over 35 years of experience investing in small and mid-size businesses in the digital infrastructure and technology services sectors. They aim to maximize long-term value through specialized expertise and collaboration with por ...
-
Consulting Analyst, The Wealth Office
3 weeks ago
Fiducient Advisors Boston, United StatesFiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct pu ...
-
Jefferies Boston, United StatesJefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first int ...
-
Entry Level Finance
3 weeks ago
Vaco Boston, United StatesVACO Boston has partnered with a prestigious investment bank in Boston, MA who is looking for a recent college graduate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our cand ...
-
Agile Coach
4 weeks ago
Planet Technology Boston, United StatesAgile Lead/Coach · Perm · Boston MA (onsite 2 days a week) · Looking for 5+ years of very strong Agile leadership experience and at least 2 years of solid investment industry experience. Prefer Agile/Scrum certs. Must be willing to work in the Boston office hybrid. Must have expe ...
-
Office Manager
3 weeks ago
Hedge Fund Hire LLC Boston, United StatesThe Company: · The Firm manages a private investment fund. The Firm was founded in 1990 and is located in Boston, Massachusetts. Our philosophy is based on the belief that long-term investment success can be achieved through narrowly focused and rigorous fundamental research, dis ...
-
Corporate Finance Associate
2 days ago
The Hollister Group Boston, United StatesCorporate Finance Associate · National investment firm is hiring a Corporate Finance Associate. The ideal candidate will play a key role in all aspects of financial reporting and make significant contributions to high-profile strategic and operational initiatives. This is an exci ...
Senior Principal, Investment Operations - Boston, United States - Partners Capital
4 weeks ago
Description
TheSenior Principal, Head of Investment Operations
located in
Boston
will be responsible for overseeing all operational activities to support our alternatives sub advisory middle and back-office operations.
This includes managing the operational portfolio setup lifecycle for new and existing portfolios, both internally and with services providers and ensuring connectivity for trading, cash reporting, valuation, and reconciliations.
Once established, this individual will design, implement, and oversee all operational activities to ensure timely and accurate portfolio information for our investment team from trade execution to settlement and confirmation.
As a new role and a new team, it is expected that this senior individual will work with a start-up mentality until the team is up and running and then will be supported by a junior staff member.
This is an individual contributor role with senior leadership responsibilities.At the onset, the individual will primarily be an individual contributor using their management skills to build, design and implement new processes and support those functions.
As the team expands, this role may include managing a team of Analysts and Associates. Specific responsibilities are included below.The ideal candidate will have prior experience in portfolio or fund operations working with daily valued and monthly valued fund structures with specific operational knowledge in private equity, co-investments, secondaries and private debt investments.
Direct experience supporting investment portfolios within 40 Act mutual funds is required and experience with tender offer and interval funds is a plus.
The successful applicant will be able to demonstrate their expertise across various portfolio operations activities as well and will be expected to be flexible and willing to contribute to the firm's continued success.
Key Responsibilities Include:
Responsible for the oversight and leadership of our sub advisory investment operations, consisting of private equity funds, hedge funds and 40Act funds.
Oversee, manage and be accountable for all operational responsibilities of the team including: trade capture, documentation and communication, cash forecasting including capital activity, reconciliation and valuations.
Adhere and ensure investment compliance with all regulatory requirements for our portfolios including supporting the investment team with investment guidelines monitoring.
Assume operational lead in new portfolio launches ensuring all internal and external setups are established prior to launch and maximizing automation with third parties.
Act as a project leader for strategic operational projects related to our sub advisory business activities such as new custom solutions and extending our partnerships.
Design and improve the control environment for investment operations and reporting in coordination with technology team and transformation office.Participate and lead presentations – collection and design of presentation materials and work closely with business stakeholders to align on messaging.
Lead a team of operations professionals, promoting an inclusive environment, providing coaching and monitoring performance based on clear objectives, goals and targets.
Evaluate end to end workflow of investment operations to build scale, improve service, and position our operations to support the growth of the business.
Qualifications
As a fast growing, 350+ person company, we seek someone who is dynamic, detail oriented, and comfortable managing multiple tasks at once.
The candidate must possess an outstanding track record of expertise and accomplishments and strong interpersonal, project management and communication skills.
Experience (15+ years) in middle or back-office operations within fund management or fund administration with experience in alternative assets and registered products (40 Act Funds) is required.
Degree in Finance, Accounting, Economics or other related area; advanced degree and/or credentials, or progress towards, such as MBA, CPA, CFA, or CAIA Designation is a plusExceptional communication, both written and verbal and attention to detail and problem-solving skills.
Proven track record of managing operational teams with exceptional results.
Comfort with data analysis and strong technical acumen, specifically in Microsoft Excel and Word. Experience with PowerBI or other visualization tools a plus.
Highly motivated and proactive, anticipates what should be done to drive the business forward.
Excellent organizational and project management skills; ability to thrive in a fast-paced environment and take responsibility for all aspects of a task.
Team player who is comfortable working in an entrepreneurial company.Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment.
Willingness to learn new topics and work in an evolving business environment.
Organized and detail oriented with big picture capability.
Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business.
The individual may be required to work overtime as needed.Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible "results-focused" working model.
Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching.
The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.#J-18808-Ljbffr
