Operational Manager for Managed Accounts

2 days ago


Chicago, Illinois, United States Illinois Employer Full time
About the Role

We are seeking an experienced Operational Manager to oversee the day-to-day operating processes for our Separately Managed Accounts (SMA) in Chicago, IL.

The successful candidate will be responsible for managing the Operations Specialists staff and Operations Analysts staff, ensuring the accuracy, completeness, and timeliness of data required by the business on recordkeeping systems.

Daily interactions with Investment Management professionals, trading, external clients, and vendors/service providers regarding operation data and reconciliations, systems functionality, and client service and reporting inquiries and requests are required.

Key Responsibilities
  • Manage and oversee the day-to-day operating processes for SMA
  • Ensure the accuracy, completeness, and timeliness of data required by the business on recordkeeping systems
  • Manage the Operations Specialists staff and Operations Analysts staff
  • Daily interactions with Investment Management professionals, trading, external clients, and vendors/service providers
Requirements
  • Bachelor's Degree or comparable combination of education and professional/military experience
  • Five years of operational experience in managed accounts, with experience with settlements required
  • Operational management and supervisory experience preferred
  • Familiarity with trade processing, settlement, and reconciliation required
  • Experience with MS Office products (Excel, Word)
  • Experience with fixed income securities, sponsor systems financial services software (Advent InvestorTools, or equivalent) preferred
About Us

We believe our employees are our most important asset. Therefore, we offer benefits programs designed to help you and your family thrive, training programs to advance your professional development, and opportunities for you to give back to the community.

Our offerings include:

  • A competitive total compensation package, including bonus programs designed to recognize and incentivize our employees to do their best every day
  • Time off programs, including paid vacation, parental leave, and a volunteer day to help you stay healthy and connected to the things that are important
  • Opportunities to expand your professional network within the firm and the community through participation in programs such as the Women in Investing Employee Resource Business Group and the University Ambassador Program

Location: Chicago, IL 60654

Hybrid in-office work schedule



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