Manager-Asset Management-Operations

1 week ago

Richmond, United States National Guard Employment Network Full time
Job Description

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.

We offer a hybrid 3-2 work schedule (three days in the office, two days of teleworking) to accommodate the need for flexibility.

Military service members and veterans with a rank of E-5 or higher plus appropriate equivalent combination of education and years of experience as outlined below will be considered for this opportunity.

At this time, Dominion Energy cannot transfer nor sponsor a work visa for this position.

Job Summary

This role serves as the team leader for the investment operations team within the Asset Management Group (AMG) which is responsible for the investment-related activities of company assets including the Defined Benefit and Defined Contribution plans, Nuclear Decommissioning Trusts, Voluntary Employees Beneficiary Association (VEBA), Rabbi and Asset Retirement Obligation (ARO) trusts. Assets under management total approximately $24 billion.

Responsibilities include:

  • Oversight and execution of efficient operations for the entirety of Dominion's portfolio including liquidity monitoring to honor capital activity, benefit payments, and expenses, the timely and accurate processing of cash movements, trust reconciliations, detailed and accurate reporting and analysis, and compliance with all policies and procedures
  • Directly manages team of investment operations professionals providing support, guidance, training and professional coaching based on employee needs
  • Works closely with the VP of Asset Management to provide management and decision- making support
  • Collaborates and establishes strong, effective working relationships internally with AMG team members and various groups at Dominion including accounting, contracted assets, legal, cash management, procurement and HR/Benefits
  • Consistently looks for ways to improve operational processes and procedures to increase accuracy and timeliness; directs, designs, and implements these improvements to achieve efficiencies
  • Interacts extensively with external stakeholders including trustees, banks, administrators, insurance providers, investment managers, tax advisors, auditors and actuaries
  • Manages and provides oversight of custodian bank relationships including service level monitoring and accuracy of fees; responsible for periodic review of services
  • Performs ongoing review of vendor relationships including contract obligations and adherence, fee agreements, and vendor performance including manager fee reconciliations
  • Maintains general knowledge of all trusts within portfolio; may complete trust reconciliations, as needed
  • Completes operational due diligence for new and existing investment managers
  • Monitors industry best practices and assess new technology systems
  • Participates and presents in Asset Management Committee meetings, as needed
  • Completes review of internal and external facing documentation
  • Leads and completes complex ad hoc projects
Additional Qualifications/Responsibilities

Required Knowledge, Skills, Abilities & Experience

10+ years of experience in investment, banking or middle/back-office operations, public accounting and/or finance Note: A Master's degree will count as one year of experience. A partial year of six months or more will be rounded up to one year of experience.

Specific knowledge, skills, abilities and experience include:
  • Knowledge of various asset classes in a diversified portfolio, investment operations, investment processes and performance calculations
  • Prior management experience required
  • Capable of working in a dynamic environment, multi-tasking, dealing with uncertainty and adapting to rapid change
  • Experience managing asset management operations within a corporate pension plan
  • Strong leadership and communications skills that allow for effective communication (including Executive level management), the ability to lead projects and host meetings
  • Keen planning, organizing and negotiating skills
  • Solutions oriented and high level of attention to detail
  • Ability to direct and challenge third party service providers
  • Ability to delegate and train individuals
  • Broad knowledge of trust accounting practices, procedures, ERISA, DOL, IRS, SEC, FASB, NRC, and FERC reporting and investment related regulatory requirements
  • Experience with Bloomberg, Caissa (or other performance management system), Burgiss, and/or Bank of New York Mellon's Nexen portal is a plus
Education Requirements

Bachelor's and Master's degree required.

Preferred disciplines; Finance, Accounting, or Business Administration.

Other disciplines may be substituted for the preferred discipline(s) listed above.

Licenses, Certifications, or Quals Description

Preferred: Certified Public Accountant (CPA)
Working Conditions

Travel Up to 25%
Office Work Environment 76 -100%Other Working Conditions
Test Description

No Testing Required

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