Director of Trade Operations

1 week ago

Cleveland, Ohio, United States Boyd Watterson Asset Management Full time
Job Title: Director of Trade Operations

Boyd Watterson Asset Management is seeking a highly skilled Director of Trade Operations to join our team in Cleveland, Ohio. As a key member of our operations team, you will be responsible for ensuring the efficient execution of daily back-office operations, maintaining processes and procedures, and delivering exceptional client service.

Key Responsibilities:
  • Develop and implement processes and procedures for servicing private and public funds.
  • Collaborate with product and technology teams to enhance and automate key operational processes, targeting efficiency and scale.
  • Provide oversight of service providers as applicable.
  • Work with the legal department to ensure compliance with relevant laws and regulations.
Shareholder Services:
  • Oversee reconcilement, performance, trade settlement, new accounts, account maintenance, proxies, and regulatory mailings.
  • Monitor completion of client statements and booklets.
  • Monitor production schedules for trade settlement and client statements.
  • Monitor accounts for assignment by custodians to auto-reconcilement system.
Supervision of Operations Team:
  • Oversee the supervision of staff, fostering a culture of continuous improvement.
  • Monitor workflows, identify backlogs, and assist staff in resolving problems as needed.
  • Determine cross-training needs to ensure coverage during absences.
  • Conduct performance reviews and provide counseling as needed.
Requirements:
  • Bachelor's degree in finance, accounting, or a related field; Master's degree and/or CPA or other accounting designation is a plus.
  • 10+ years of accounting and operations experience.
  • Securities operations experience preferred.
  • Understanding of product management processes is a plus.
  • Previous supervisory experience necessary.
  • Proven ability to multi-task and work independently and as a team player in a fast-paced environment.
  • Strong verbal, written, and interpersonal communication skills.
  • Passion for applying innovative technology.
  • Willingness to learn new topics and work in an evolving business environment.
  • Good problem-solving and analytical skills.
  • Organized and detail-oriented with big-picture capability.

Why Boyd Watterson Asset Management?

We are a dynamic company built around integrity and collaboration. We value the insights and perspectives of a diverse group of individuals and believe that our collective success depends on an inclusive environment. As a winner of the prestigious Northcoast 99 award, we are recognized as one of the top 99 employers in Northeast Ohio.

What We Offer:

We provide a highly competitive total compensation package, including medical, dental, and vision plans, company-paid life insurance, health savings accounts, flexible spending accounts, 401(k) plus match, and paid time off (PTO) and holidays.

Join Our Team:

Boyd Watterson Asset Management is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and experienced professional looking for a challenging role in a dynamic company, please submit your application.

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