Confidential
Head of Investment Operations
About the Company
Top-tier investment management firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Head of Investment Operations to lead and optimize strategic operations within its dynamic investment platform. The successful candidate will be responsible for driving innovation and efficiency through process improvements and technology integration, as well as mentoring and developing a high-performing team. Key duties include overseeing fund launches and lifecycle management, ensuring operational excellence and compliance, and collaborating with cross-functional teams to support business development and strategic initiatives. The role also involves utilizing data-driven insights to inform decision-making, implementing automation and scalability solutions, and providing transparent communication to senior leadership to align operations with organizational goals.
Applicants for the Head of Investment Operations role at the company should have a Bachelor’s degree in business, finance, or a related field, with an advanced degree preferred. A minimum of 10 years' experience in investment operations, with 15 years' preferred, is required, along with a proven track record of leadership in managing and developing operational teams. The ideal candidate will possess strong analytical skills and be proficient in tools such as Excel, SQL, and Tableau, with experience in automation and emerging technologies, including GenAI. Exceptional organizational and communication skills are essential, as is the ability to thrive in fast-paced environments and manage competing priorities effectively. Familiarity with fund administrators, custodians, and reporting providers is also a plus.
Travel Percent Less than 10%
Functions
Finance Operations
About the Company
Top-tier investment management firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Head of Investment Operations to lead and optimize strategic operations within its dynamic investment platform. The successful candidate will be responsible for driving innovation and efficiency through process improvements and technology integration, as well as mentoring and developing a high-performing team. Key duties include overseeing fund launches and lifecycle management, ensuring operational excellence and compliance, and collaborating with cross-functional teams to support business development and strategic initiatives. The role also involves utilizing data-driven insights to inform decision-making, implementing automation and scalability solutions, and providing transparent communication to senior leadership to align operations with organizational goals.
Applicants for the Head of Investment Operations role at the company should have a Bachelor’s degree in business, finance, or a related field, with an advanced degree preferred. A minimum of 10 years' experience in investment operations, with 15 years' preferred, is required, along with a proven track record of leadership in managing and developing operational teams. The ideal candidate will possess strong analytical skills and be proficient in tools such as Excel, SQL, and Tableau, with experience in automation and emerging technologies, including GenAI. Exceptional organizational and communication skills are essential, as is the ability to thrive in fast-paced environments and manage competing priorities effectively. Familiarity with fund administrators, custodians, and reporting providers is also a plus.
Travel Percent Less than 10%
Functions
Finance Operations