Barrow Hanley Global Investors
Business Operations Specialist
Barrow Hanley Global Investors, Dallas, Texas, United States, 75215
Job Overview
Barrow Hanley Global Investors is a boutique investment management firm founded in 1979. The firm specializes in value-focused investment strategies across global equities and fixed income, serving corporate, public, and institutional clients worldwide. Location & Salary
Dallas, TX | $95,000.00–$100,000.00 Key Responsibilities
Coordinate workflow and support the COO to implement new business ventures and improvements. Perform business and data analysis, maintain spreadsheets of business data. Assist with document preparation, retrieval, and retention. Manage wide range of projects and deliverables; support project management and vendor oversight. Collaborate with other departments to support new application implementations, product development, and process improvements. Apply SEC, DOL, State, foreign securities regulations to business processes. Interface with parent company on new projects; work closely with Sales and RFP teams on RFPs, DDQs, and Investment Management Agreements. Work closely with teams across the firm, treating co‑workers as internal clients. Skills and Abilities
Strong technology skills and ability to master new technology. High EQ; strong diplomatic skills; client service oriented to advance business goals. Effective written and verbal communication and strong interpersonal skills. Strong organizational skills; detail oriented with a high degree of accuracy. Ability to handle and prioritize multiple assignments while working under pressure to meet deadlines. Excellent critical thinking and analytical skills. Adaptability; open to new ideas and process improvements. Team player; build collaboration for new initiatives. Effective communication with all levels of investment team members, staff, external counsel, vendor, and clients. Maintain confidentiality of information. Qualifications
Bachelor’s degree in finance, business, or related field is required. 3+ years’ experience in financial services or asset management. Paralegal experience or legal training strongly preferred. Highly proficient in Microsoft Office suite (Excel, Word, Power Point, Outlook), Salesforce, and other financial services applications. This job is not eligible for visa sponsorship. Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job‑related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law. Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm’s related policies, please email HR at KHerring@BarrowHanley.com.
#J-18808-Ljbffr
Barrow Hanley Global Investors is a boutique investment management firm founded in 1979. The firm specializes in value-focused investment strategies across global equities and fixed income, serving corporate, public, and institutional clients worldwide. Location & Salary
Dallas, TX | $95,000.00–$100,000.00 Key Responsibilities
Coordinate workflow and support the COO to implement new business ventures and improvements. Perform business and data analysis, maintain spreadsheets of business data. Assist with document preparation, retrieval, and retention. Manage wide range of projects and deliverables; support project management and vendor oversight. Collaborate with other departments to support new application implementations, product development, and process improvements. Apply SEC, DOL, State, foreign securities regulations to business processes. Interface with parent company on new projects; work closely with Sales and RFP teams on RFPs, DDQs, and Investment Management Agreements. Work closely with teams across the firm, treating co‑workers as internal clients. Skills and Abilities
Strong technology skills and ability to master new technology. High EQ; strong diplomatic skills; client service oriented to advance business goals. Effective written and verbal communication and strong interpersonal skills. Strong organizational skills; detail oriented with a high degree of accuracy. Ability to handle and prioritize multiple assignments while working under pressure to meet deadlines. Excellent critical thinking and analytical skills. Adaptability; open to new ideas and process improvements. Team player; build collaboration for new initiatives. Effective communication with all levels of investment team members, staff, external counsel, vendor, and clients. Maintain confidentiality of information. Qualifications
Bachelor’s degree in finance, business, or related field is required. 3+ years’ experience in financial services or asset management. Paralegal experience or legal training strongly preferred. Highly proficient in Microsoft Office suite (Excel, Word, Power Point, Outlook), Salesforce, and other financial services applications. This job is not eligible for visa sponsorship. Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job‑related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law. Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm’s related policies, please email HR at KHerring@BarrowHanley.com.
#J-18808-Ljbffr