Investments Operations Director

4 weeks ago


Jacksonville, United States ICX Group Full time

Are you interested in moving to sunny Florida? ICX Group is recruiting for an Investment Operations Director for a great organization. Our Client is looking to add top talent to their team. You will be joining a leading investment organization with a rich history. This is a key position with tremendous exposure to the Executive team.


Highlights:

  • a talented team with all the structure in place for sustained and successful growth
  • lead an operations team for a best-in-class Asset management firm.
  • directly to the Chief Operation Officer


Job Duties:

  • Oversee Operations team on a day-to-day basis to ensure the team meets organization standards and business initiatives
  • Manage relationships with 3rd party providers
  • Oversea portfolio reporting (Investment team communication, Internal Accounting, annual audits and Budgets).
  • Facilitate all operational aspects for the organization including asset Allocations (Capital Calls, cash and stock distributions, account openings/closures, trade settlements and rebalancing).
  • Assist in hiring and managing operations team
  • Coordinate with external and internal partners to improve reporting and recon process. Drive system and information gathering efficiencies.
  • Oversea operational due diligence.


Job Requirements:

  • Degree in Finance, Accounting or related field
  • years experience in related field required
  • firm operations experience
  • systems experience preferred
  • be able to work in office 5 days a week.



Any questions can be sent directly to Dan Rohan, VP Client Services - dan.rohan@icxgroup.com



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