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Investment Operations Manager

1 month ago

Boston, United States CRICO Full time

Role Summary:

This position manages the operational aspects related to the investment portfolio of CRICO, collaborating with department members and reports to the Chief Investment Officer. S/he also participates in planning and preparing for Committee meetings and other tasks and attends to requisite follow-up items.

Key Duties & Accountabilities:

  • Manage investment operations and recommend changes to policies and processes.
  • Lead the operational due diligence efforts as it relates to new investments and monitor operational risks associated with existing investments.
  • Oversee the process of ensuring portfolio obligations are settled accurately and promptly.
  • Develop processes to manage and monitor portfolio exposures and counterparties.
  • Ensure accuracy of periodic reporting and reconciliations of portfolio valuations and performance, as well as strategic benchmarks.
  • Maintain and monitor relationships with service providers (custodian, performance reporting, investment managers, etc.).
  • Assist in the facilitation of internal and external audit as it relates to portfolio investments.
  • Maintain current AML/KYC documentation for CRICO and deliver accurate support materials to managers as needed.
  • Coordinate manager onboarding including subscription documents, custodial platform, and other systems/reports. Ensure that appropriate reporting is delivered to the interested parties, internal and external.
  • Manage liquidity to ensure sufficient funds exist to cover cash needs.
  • Manage investment compliance.
  • Collaborate with industry experts and peer groups in developing and implementing best practices in investment administration and operational risk management.
  • Participates in planning and preparing for Committee and Board meetings.
  • Collaborate with the Investment and Finance teams on all activities related to investment portfolio.
  • Performs other related duties as required by position.

Requirements

Minimum Requirements:

Knowledge, Education, Experience, & Skills:

  • Bachelor's degree required.
  • 5+ years' experience in investment operations is preferred including dealing with private investments.
  • Investment portfolio performance reporting experience required (experience with benchmarking a plus)
  • Working knowledge of quantitative financial modelling techniques and statistics
  • A practical understanding of legal and accounting issues with experience reviewing investment contracts would be a plus
  • Advance proficiency in MS Excel, Word, Outlook, PowerPoint, and other business software