Head of Investment Operations and Performance
4 weeks ago
The Boston Partners Global Investors, Inc. Investment Operations group is responsible for all trade life cycle events, client account life cycle events, reconciliation and data integrity. We are seeking a highly skilled and experienced professional to lead the Investment Operations and Performance groups in concert with our mission statement objectives.
Key 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.
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.
Requirements:
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, UCITS, institutional, commingled, limited partnerships) preferred.
Ability to work flexible hours, as required.
What We Offer:
Boston Partners Global Investors, Inc. is 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.
About Us:
Boston Partners Global Investors, Inc. is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service. We focus on investing in companies with attractive value characteristics and strong business fundamentals where there is a catalyst for positive change. Our 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.
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