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Investment Office Director

2 months ago

San Antonio, Texas, United States Jobot Full time
Investment Office Manager

Overview

Jobot is seeking a seasoned financial professional to lead our investment office as an Investment Office Manager. This is a key role that requires a strong background in financial operations, management, and leadership.

Key Responsibilities

  • Financial Operations Management
    • Oversee and manage all aspects of the investment office, including accounts payable, accounts receivable, accounting, and documentation.
    • Develop and implement financial strategies to enhance profitability and maintain financial stability.
    • Ensure compliance with financial regulations and standards.
  • Client Service and Support
    • Provide high-quality client service, addressing and resolving any financial concerns or issues.
    • Prepare and present financial reports to the executive team and stakeholders.
  • Leadership and Team Management
    • Collaborate with other departments to streamline financial processes and procedures.
    • Train and mentor staff members on financial operations and best practices.
    • Monitor and analyze the organization's financial performance and suggest improvements.
  • Risk Management
    • Implement strategies to mitigate financial risks.

Requirements

  • Bachelor's degree in Finance, Accounting, or a related field.
  • A minimum of 5 years of experience in a similar role within the finance industry.
  • Proven experience in managing AP, AR, accounting, and documentation.
  • Strong organizational skills, with the ability to manage multiple tasks and projects simultaneously.
  • In-depth understanding of financial regulations and accounting processes.
  • Strong analytical skills, with the ability to interpret financial data and make sound decisions.
  • Proficient in financial software - Allvue - and Microsoft Office Suite.