Head of Investment Operations

4 weeks ago

boston, United States Boston Partners Full time

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.

  • Head of Investment Operations and Performance

    1 month ago

    Boston, United States Boston Partners Global Investors, Inc Full time

    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...

  • Head of Investment Operations

    1 week ago

    Boston, United States Boston Partners Full time

    Position: Head of Investment Operations & PerformanceDepartment: Investment OperationsReport to: Director of Investment Operations StrategyLocation: BostonCompany 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...

  • Head of Investment Operations

    3 months ago

    Boston, United States Boston Partners Full time

    Position: Head of Investment Operations & PerformanceDepartment: Investment OperationsReport to: Director of Investment Operations StrategyLocation: BostonCompany 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...

  • Head of Investment Data Strategy and Governance

    2 days ago

    Boston, Massachusetts, United States MassMutual Full time

    Job Title: Head of Investment Data Strategy and GovernanceAbout the RoleWe are seeking a highly skilled and experienced professional to lead our Investment Data Strategy team. As the Head of Investment Data Strategy and Governance, you will be responsible for defining, communicating, and driving forward the data strategy for our Investment Management...

  • Head of Commercial Mortgage

    4 weeks ago

    Boston, United States MassMutual Full time

    Job DescriptionMassMutual is growing and with the evolution of the real estate markets, our real estate debt and equity investment portfolios continue to become more complex and more diverse in sourcing, management and exposures. The Head of Commercial Mortgage Loans will be responsible for developing investment strategies and overseeing the execution of...

  • Head of Commercial Mortgage

    2 weeks ago

    Boston, United States MassMutual Full time

    MassMutual is growing and with the evolution of the real estate markets, our real estate debt and equity investment portfolios continue to become more complex and more diverse in sourcing, management and exposures. The Head of Commercial Mortgage Loans will be responsible for developing investment strategies and overseeing the execution of investment...

  • Head of Investment Operations and Accounting Ecosystem Program

    4 days ago

    Boston, United States MassMutual Full time

    ** The Opportunity** We are seeking a highly experienced and motivated Senior Program Manager to design the strategy for and manage a long-term program to implement the target state operating model of our investment operations and accounting capabilities. This program will optimize and transform the people, process, and technology-related execution of these...

  • Head of Investment Operations and Accounting Ecosystem Program

    3 days ago

    Boston, United States MassMutual Full time

    ** The Opportunity**We are seeking a highly experienced and motivated Senior Program Manager to design the strategy for and manage a long-term program to implement the target state operating model of our investment operations and accounting capabilities. This program will optimize and transform the people, process, and technology-related execution of these...

  • Head of Investment Operations and Accounting Ecosystem Program

    3 days ago

    Boston, United States MASSMUTUAL Full time

    The Opportunity We are seeking a highly experienced and motivated Senior Program Manager to design the strategy for and manage a long-term program to implement the target state operating model of our investment operations and accounting capabilities. This program will optimize and transform the people, process, and technology-related execution of these...

  • Head of Commercial Mortgage

    2 weeks ago

    Boston, MA, United States MassMutual Full time

    MassMutual is growing and with the evolution of the real estate markets, our real estate debt and equity investment portfolios continue to become more complex and more diverse in sourcing, management and exposures. The Head of Commercial Mortgage Loans will be responsible for developing investment strategies and overseeing the execution of investment...

  • Senior Investment Operations Associate

    4 weeks ago

    boston, United States Atlantic Group Full time

    The 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...

  • Senior Investment Operations Associate

    1 week ago

    Boston, United States Atlantic Group Full time

    The 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...

  • Senior Investment Operations Associate

    2 months ago

    Boston, United States Atlantic Group Full time

    The 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...

  • Senior Investment Operations Associate

    1 week ago

    Boston, United States Atlantic Group Full time

    The 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...

  • Head of trading operations

    4 weeks ago

    Boston, United States Marsh McLennan Full time

    Company:MercerDescription: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 - whether we are designing affordable health plans, assuring income for retirement, or...

  • Head of trading operations

    4 weeks ago

    Boston, United States Marsh McLennan Full time

    Company:MercerDescription: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 - whether we are designing affordable health plans, assuring income for retirement, or...

  • Senior Associate, Investment Operations

    1 month ago

    Boston, United States Partners Capital Full time

    Boston Position Description The Senior Associate, Investment Operations located in Boston will be responsible for overseeing all operational activities to support our alternatives sub advisory middle and back-office operations. This includes managing the operational portfolio lifecycle for new and existing portfolios, both internally and with services...

  • Investment Administrative Assistant

    3 weeks ago

    Boston, United States MFS Investment Management Full time

    At 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...

  • Head of Marketing, Workplace Investing

    1 month ago

    Boston, United States Fidelity Investments Full time

    Job Description: The Role Workplace Investing is seeking a senior executive and seasoned marketer to lead B2B2C Marketing, Thought Leadership, Customer Research/Insights as well as our Customer Inclusion segment. The leader will be responsible for building new client relationships (demand creation), engaging sponsor experiences (build promoters), and driving...

  • Sr. Director – Investment Program Management

    1 month ago

    Boston, United States MFS Investment Management Full time

    At 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...