![Boston Partners](https://media.trabajo.org/img/noimg.jpg)
Head of Investment Operations
1 month ago
Position: Head of Investment Operations & Performance
Department: Investment Operations
Report to: Director of Investment Operations Strategy
Location: Boston
Company Summary:
Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. We focus on investing in companies with attractive value characteristics and strong business fundamentals where there is a catalyst for positive change. The firm was founded in 1995 and maintains offices in Boston, New York, California, and London. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan.
Investment Operations Mission Statement:
Investment Operations (IO) generates operational alpha for Boston Partners and its clients through continuous process improvement. We accomplish this by constantly examining our processes and proactively engaging internal/external parties to develop innovative solutions that enhance investment performance, optimize workflows, and mitigate operational risk. Effective communication throughout the process enables the Investment Operations team to deliver impactful results and superior client service.
Position Summary:
The Boston Partners Investment Operations group is responsible for all trade life cycle events, client account life cycle events, reconciliation and data integrity. The Head of Investment Operations will supervise a team of Performance Analysts, Portfolio Operations Analysts, manage our relationship with Northern Trust - a key service provider of outsourced middle and back office functions – and liaise with clients.
Primary Responsibilities:
- Lead the Investment Operations and Performance groups in concert with IO mission statement objectives.
- Manage personnel and foster growth by partnering with individual analysts and coaching them on value-add projects
Northern Trust vendor management
- Day-to-day escalation point for material or aged items
- SLA annual review
- Quarterly Service reviews; coordinate Boston Partners scorecard
- Change control and change management
- Weekly operational calls and issue log review
- Sustain a solid control environment to mitigate operational risk associated with all tasks and document relevant procedures
- Set up the operational platform for new investment asset classes, products, and vehicles
- Effectively communicate with senior members of the operations department as well across departments within Boston Partners
Continuous Process Improvement
Identify, propose, and develop workflow enhancements centered on the following considerations:
- Impact on investment performance
- Effect on operational risk
- Influence of compliance and regulatory guidelines
- Ability to harness technological innovation
- Efficient vendor management
Qualifications:
- Bachelor’s degree or higher required, some managerial experience preferred
- More than 7 years of operations experience with global settlements, at least two years in a similar role
- Strong Understanding of global equities. OTC equity swaps, exchange traded options and futures as well as derivative life cycle process
- Familiarity with performance calculations and the driving factors which impact results. Knowledge of GIPS
- Detail oriented and possess excellent communication skills
- Familiarity with many fund structures (mutual, UCIT, institutional, commingled, limited partnerships) preferred
- Ability to work flexible hours, as required
The above declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. We are an equal opportunity employer and value diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
-
Investment Advisor
4 weeks ago
Boston, United States Birch Hill Investment Advisors LLC Full timeTitle Investment Operations AssociateStatus Full TimePosting Date August 1, 2024DescriptionBirch Hill Investment Advisors is a registered investment advisory (RIA) firm in downtown Boston, MA, with more than $2.6 billion in assets under management. Birch Hill’s...
-
Senior Investment Operations Associate
4 weeks ago
Boston, United States Atlantic Group Full timeThe Atlantic Group is partnered with a prestigious global investment firm in Boston that is seeking an experienced Senior Investment Operations Associate to join their team! This role involves managing and overseeing all operational activities supporting our alternatives sub-advisory middle and back-office operations. You will handle the full operational...
-
Product Head
1 week ago
Boston, United States State Street Corporation Full timeWho we are looking for The Product Head for Cash and Liquidity reports to the managing director of the Global Liquidity and Investment Solutions team with Institutional Services and will support cash and liquidity products across the region and coordinate with the global team. The product manager is responsible for the development of globally consistent...
-
Head of Trading Operations
1 month ago
Boston, United States myGwork LGBTQ Business Community Full timeThis inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are in the business of creating more secure and rewarding futures for our clients and their employees —...
-
Head of Trading Operations
1 month ago
Boston, Massachusetts, United States Mercer Full timeAt Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are in the business of creating more secure and rewarding futures for our clients and their employees — whether we are designing affordable health plans, assuring income for retirement, or aligning workers with workforce...
-
Head of Private Credit Investments
6 days ago
Boston, Massachusetts, United States Wellington Management Full timeDirector of Investments - Private CreditWellington Management is seeking a **Director of Investments** to enhance their **Private Credit** division. This pivotal role encompasses the management of fund governance, product innovation, marketing strategies, and operational oversight within the private credit sector. The ideal candidate will possess exceptional...
-
Sr. Director
4 weeks ago
Boston, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...
-
Boston, United States MassMutual Full timePOSITION SUMMARY Reports to: Head of Institutional Product and Actuarial MassMutual is seeking an accomplished Leader and Actuary to join the company’s Institutional Product and Actuarial team within MassMutual Institutional Solutions. The Institutional businesses, particularly Stable Value Investments are undergoing growth and represent a key component of...
-
Boston, United States MassMutual Full timePOSITION SUMMARYReports to: Head of Institutional Product and ActuarialMassMutual is seeking an accomplished Leader and Actuary to join the company’s Institutional Product and Actuarial team within MassMutual Institutional Solutions. The Institutional businesses, particularly Stable Value Investments are undergoing growth and represent a key component of...
-
Boston, United States MassMutual Full timeThe OpportunityInvestment Management (IM) is looking for an energetic, intellectually curious individual with strong analytical skills to lead the Investment Data Strategy team. This role will be accountable for defining, communicating, and driving forward the data strategy for IM, partnering with teams across Investment Management, Enterprise Risk...
-
Investment Operations Associate
3 months ago
Boston, United States Atlantic Group Full time**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 interpreting data using established methodologies and best practices, managing...
-
Manager, Investment Operations
3 days ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:The RoleThe QRI Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing daily operational support to the Quantitative Research & Investments (QRI) team.\u00A0 The Manager, QRI Investment Services will have responsibility for tasks and functions supporting investment...
-
Manager, Investment Operations
2 months ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:The RoleThe QRI Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing daily operational support to the Quantitative Research & Investments (QRI) team.\u00A0 The Manager, QRI Investment Services will have responsibility for tasks and functions supporting investment...
-
NA Head of Middle Office Operations
1 month ago
Boston, Massachusetts, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Senior Strategist Investment Product Specialist
4 weeks ago
Boston, United States MFS Investment Management Full timeAt MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...
-
NA Head of Middle Office Operations
2 months ago
Boston, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Head of Risk
4 weeks ago
Boston, United States Geode Capital Management Full timeReporting to the Chief Operating Officer, the Head of Risk is responsible for leading the risk management function for Geode Capital Management, LLC. This role involves identifying, assessing, monitoring, managing, mitigating, and reporting of relevant risks in a structured, coordinated and consistent manner. The Head of Risk will design, develop, refine,...
-
Head of Risk
2 months ago
Boston, United States Geode Capital Management Full timeReporting to the Chief Operating Officer, the Head of Risk is responsible for leading the risk management function for Geode Capital Management, LLC. This role involves identifying, assessing, monitoring, managing, mitigating, and reporting of relevant risks in a structured, coordinated and consistent manner. The Head of Risk will design, develop, refine,...
-
NA Head of Middle Office Operations
2 months ago
Boston, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Head of Operations
4 weeks ago
Boston, United States TriSearch Full timeOur client is a $10M (and growing FAST) wholesale distribution brand specializing in Indoor / outdoor games/sports equipment with a commitment to excellence and customer satisfaction. They provide high-quality products to retailers across the the US, while also selling directly to consumers -- both through Amazon and ecommerce.As they continue to grow and...