Manager (Investment Operations) - BCI - Brokerage Consultants : Job Details

Manager (Investment Operations) | Charlotte (Hybrid) | $95-130k (depending on exp/certifications) + 25-50% bonusPlayer/Coach will provide daily management/leadership of Retail/Intermediary Operations Team for established investment management firm.Responsibilities:Attract/engage/retain diverse, high performing workforce; train staff; conduct performance reviewsInstill positive cross-team collaboration/executionAssess team's strengths/weaknesses and drive improvement via skill development, staff accountability, conflict resolution, managing to deadlinesImprove client experience via consistent work quality/accuracy and meeting requests/deadlines quicklyExecute on key objectives set forth by CAO: improved accuracy/speed/customer service/productivityStreamline/document processes to increase efficiency/mitigate riskRelated to recent merger, support transition to Archer (aligning firm operations with Archer) and integration of relevant investment teams/accounts Serve as Face of Operations internally/externally; create open lines of communication/engagement across multiple departments external/internal clientsAssist/contribute as needed with IT around Enterprise Data/Data Warehousing initiatives and hand-offs/transitions from Operations to ITEnsure transaction/position integrity in records (Advent APX/Archer) against client custodial records; research/remediate reconciliation discrepancies daily; prepare/distribute all month-end accounting/performance statementsManage operational aspects of new account onboarding (account attribute set up in portfolio accounting system, custodian data feed connectivity, and funding status verification)Provide internal customer supportRequirements:Bachelor's degree and 10+ years of experience in operations management; advanced degree a plusCFA and/or CIPM preferredStrong domain expertise; prior experience managing investment operations (in-house or outsourced), ability to add add value as both a manager and individual contributorExtensive knowledge of fixed income, equities, and other investment securities types; working knowledge of and familiarity with Advent APX, Archer, Omgeo, Charles River, Bloomberg, FactSet, Salesforce or related software/investment operations platformsAbility to adjust to fluctuating work hours