Director of Investment Operations Management

1 week ago


Bodega Bay, California, United States Legalist Full time
Job Overview

Company Overview: Legalist is a prominent institutional alternative asset management firm, established in 2016 and nurtured at Y Combinator. Our focus is on leveraging data-driven technology to efficiently invest in credit assets across various scales.

Position Summary: We are in search of a meticulous Head of Investment Operations to enhance our dynamic and innovative team. This role entails overseeing a diverse portfolio of over 500 investments, spanning specialized strategies such as litigation finance, DIP financing, and government receivables. The Head of Operations will be instrumental in instituting innovative processes tailored for unique asset classes and investment frameworks. Collaborating closely with our Chief Investment Officer and co-founder, this position will play a pivotal role in shaping the landscape of alternative investments.

Key Responsibilities:

  • Innovative Process Development: Collaborate with Portfolio Managers to craft and execute state-of-the-art operational processes, while consistently evaluating and enhancing existing methodologies to maintain a competitive edge.
  • Operational Excellence: Maintain a comprehensive error log to pinpoint areas for improvement, fostering a culture dedicated to continuous enhancement and operational superiority.
  • Proactive Operational Management: Swiftly address any operational hurdles by developing and delivering additional training, revising processes, and providing guidance to ensure compliance with best practices.
  • Strategic Process Evaluation: Regularly review and refine processes and procedures for precision and efficiency, ensuring our operations consistently perform at their highest level.

Required Qualifications:

  • Leadership Experience: Proven track record in managing teams effectively, with a focus on maximizing individual and collective performance.
  • Attention to Detail: A strong inclination towards the intricacies of daily operations, coupled with exceptional organizational and time management skills.
  • Relevant Experience: 10-15 years in a highly operational environment where seamless operations are critical. Experience within the asset management, wealth advisory, or RIA sectors is highly advantageous.
  • Emotional Intelligence: Possess the interpersonal skills necessary to collaborate effectively with individuals at various levels of seniority, ensuring a unified approach towards common objectives.


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