Lead Operations Analyst

2 months ago

San Diego, California, United States Metis Global Partners Full time

Metis Global Partners, LLC is a prominent institutional global equity solution provider, recognized for its diverse and woman-owned leadership. With a robust foundation in San Diego, California, the firm specializes in active value-oriented strategies across Global, International, and Emerging Markets. The firm's innovative Beta capabilities, launched in 2021, have attracted significant inflows, exceeding $3 billion, along with over 60 new institutional Beta clients. Metis' unique Guided BetaTM strategies encompass a variety of offerings, including Climate Aligned Indexing and Real Asset Indexed strategies.

As Metis continues to experience substantial growth, it fosters an entrepreneurial culture that encourages team members to make impactful contributions and advance within the organization. At Metis, employees are empowered to play a vital role in a rapidly expanding company. The firm values cognitive diversity and intellectual curiosity, which are essential in integrating unique perspectives into portfolio management and daily operations. Join us in shaping the future of Metis.

Position Overview

Metis is seeking a Senior Operations Specialist, presenting a long-term opportunity for advancement into a leadership position as the firm evolves. The Senior Operations Specialist will be responsible for collaborating with team members and service providers on various operational matters, including:

Client Account Management

Overseeing the client account setup process, managing incoming and outgoing cash flows, ensuring accurate documentation, verifying essential information, and confirming proper system entries. This role involves liaising with client representatives, custodian banks, and operational service providers on account openings and ongoing updates, including international market registrations and related documentation. Additionally, the specialist will interact with and advise clients, consultants, and prospective clients on procedural and documentation requirements, ensuring timely production and distribution of client reports.

Commingled Fund Operations

Handling various operational and accounting aspects of the firm's commingled private funds, including reviewing and validating monthly client reports, facilitating annual audits, and managing tax preparation processes. Responsibilities also include contributing to product development by building operating expense models and managing the account setup process with custodians and fund administrators. The specialist will address issues related to portfolio valuation and fair valuation of underlying securities, manage fund-related expenses, and oversee management fee calculations and payment processing.

Portfolio Accounting and Trade Settlement

Monitoring reconciliation reports and communication flows, identifying and resolving trade settlement issues, and addressing other portfolio accounting-related matters while prioritizing and escalating as necessary.

Regulatory Compliance and Monitoring

Ensuring compliance with the firm's regulatory filing requirements (such as ADV, Form PF, and Form D) by gathering necessary information and submitting filings within deadlines. The specialist will also oversee the firm's ongoing compliance testing program, reviewing relevant documents and processes, and engaging with team members regarding activities related to the firm's code of ethics. This includes monitoring employee personal trading activities and processing personal trade requests.

Essential Skills

  • Meticulous attention to detail
  • Exceptional verbal and written communication skills
  • Strong prioritization and collaboration abilities to meet tight deadlines
  • Dependable, self-motivated, and capable of managing multiple functional areas in a small firm environment
  • Knowledgeable in equities, valuation/pricing, back-office operations, performance, compliance, and commingled funds
  • Advanced proficiency in Excel
  • Familiarity with custodian and fund administration software platforms
  • Experience with GIPS is a plus

Qualifications

The ideal candidate will possess 5-10 years of experience in investment operations, with specific expertise in fund accounting being advantageous. Experience with the administration of 3(c)1 private funds, CITs, UCITS, and/or ETFs is also a plus. A Bachelor's degree is required, and an advanced degree in accounting is preferred.

Compensation

Metis offers a competitive compensation package, including a base salary, performance bonuses, and comprehensive health, 401(k), and vacation benefits.

Equal Employment Opportunity Policy

Metis is committed to providing equal employment opportunities (EEO) to all employees and applicants, prohibiting discrimination and harassment based on race, color, religion, gender, gender identity, national origin, sexual orientation, age, disability, or veteran status.

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