3 часа назад
Insurance Solutions Group Middle Office Director, Investment Operations (Investment Operations)
215 000 - 250 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Insurance Solutions Group Middle Office Director, Investment Operations (Investment Operations): Leading and scaling a middle office operations team covering trade support, collateral management, portfolio rebalancing, client service, and investment funding with an accent on multi-asset-class settlement, reconciliations, controls, and team leadership. Focus on resolving complex trade and client issues, improving workflows through automation, and delivering cross-functional technology and operational enhancement projects.
Location: El Segundo, California, United States; full-time onsite role
Salary: $215,000–$250,000 base salary per year, plus discretionary annual bonus
Company
is a global alternative asset manager providing investment strategies and capital solutions, with retirement services delivered through Athene.
What you will do
- Lead, mentor, and develop the Los Angeles-based Middle Office Operations team, including performance management and talent retention.
- Oversee trade processing and settlement across fixed income, equities, alternatives, repurchase agreements, bank loans, CLOs, and primary market deals.
- Manage trade issue escalation, client inquiries, investment funding, wire processing, and settlement accuracy.
- Review daily holding reconciliations and coordinate with Investment Accounting to resolve discrepancies.
- Maintain SOC-1 and SOX controls, audit documentation, runbooks, task ownership, and deliverable accountability.
- Drive workflow automation, process improvements, technology initiatives, data integrity projects, and large-scale cross-functional enhancements.
Requirements
- Bachelor’s degree; Finance, Accounting, Economics, or Information Systems preferred.
- 8–10+ years of investment management or asset management operations experience, including 3–5 years in people management or team leadership.
- Deep Middle Office or Back Office expertise across multiple asset classes, including fixed income, structured products, alternatives, and mortgage investments.
- Experience with physical settlements, repurchase agreements, bank loans, CLOs, primary market deals, and SOC-1, NAIC, and/or SEC-regulated environments.
- Strong technology skills with Bloomberg, Excel, VBA, SQL, CTM, DTCC Alert, and SWIFT.
- Excellent organizational, communication, stakeholder management, problem-solving, and process improvement skills.
Nice to have
- CPA or CFA designation.
- Experience using AI tools and technologies to build, automate, or improve operational processes.
Culture & Benefits
- Work within a culture focused on excellence, collaboration, and long-term professional development.
- Partner closely with investment, front office, accounting, compliance, and technology teams.
- Eligible for a discretionary annual bonus based on personal, team, and firm performance.
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