Client Operations

H&CO; Boston (MA); Presencial; USD 180.000 - 260.000; Jornada completa

Descripción de la vacante

Co, Llp in Boston seeks a senior operations leader to oversee end-to-end investment operations for complex portfolios, including client onboarding, trade execution oversight, and reporting.

The role partners with global teams to enhance data governance, risk controls, and client service, ensuring scalable processes across regions and evolving regulatory requirements. 15+ years in investment operations are required.

Formación

• 15+ years of investment operations experience, including alternative asset lifecycle expertise.
• Proven success leading client service operations teams and strategic operational initiatives.
• Deep experience supporting alternative investments (private equity, hedge funds, etc.).
• Strong understanding of trade lifecycle management, custody relationships, and compliance.
• Ability to think strategically and enhance the client experience across regulatory environments.
• Practical, solutions-oriented approach to complex operational challenges.

Responsabilidades

• Oversee day-to-day client lifecycle management and onboarding.
• supervise client trade execution oversight and service levels.
• Direct client reporting oversight and data governance practices.
• Collaborate with regional and global partners on client service and operations.
• Drive continuous improvement and scalable operating platforms.

Conocimientos

Investment operations leadership

Trade lifecycle management

Client servicing excellence

Regulatory compliance knowledge

Data governance

Process improvement

Descripción del empleo

About the Company

Our client is a leading global investment advisory and portfolio management organization serving institutional and private clients worldwide. The firm specializes in delivering customized investment solutions across a broad range of asset classes, including traditional and alternative investments.

With a significant global presence and offices across North America, Europe, the Middle East, and Asia-Pacific, the organization supports a diverse client base that includes educational institutions, nonprofit organizations, family offices, and other sophisticated investors. The firm is recognized for its collaborative culture, long-term client partnerships, and commitment to operational excellence.

The organization values diversity of thought, professional development, and a merit-based environment where employees are encouraged to contribute innovative ideas and drive meaningful impact.

Primary Responsibilities

Responsible for Processes Related to Supporting Client Portfolios

Responsible for:

• Day-to-day client lifecycle management

• Client onboarding and investment change implementation

• Performance reporting

• New client onboarding

• Establishing and maintaining appropriate policies, internal controls, and documentation across multiple regions

• Aligning people, processes, and technology to create a scalable and efficient operating platform, including evaluating outsourcing opportunities

Client Trade Execution Oversight

• Ensure timely and accurate execution of all client portfolio activity

• Ensure global best practices and policies are adhered to

• Monitor and manage client custodian relationships and maintain the highest levels of service quality

• Conduct and review periodic service assessments and implement provider changes as needed

• Serve as a senior operations approver for client transactions when required

Client Reporting Oversight

• Ensure timely and accurate delivery of client performance reporting

• Develop strong partnerships with investment and client leadership teams to maintain a clear understanding of client expectations

• Support platform and technology initiatives that improve reconciliation accuracy, reporting quality, and operational scalability

Data Management

• Provide governance and stewardship over key client data

• Approve critical client data changes when necessary

• Ensure the integrity and accuracy of client data across internal systems and operational processes

Relationship Management

• Collaborate with regional and global partners across client service, research, and operational functions

• Work closely with subject matter experts throughout the organization

• Serve as a senior point of contact with internal legal and compliance teams regarding client agreements, regulatory matters, service level expectations, and documentation updates

Enhance the Business, Change the Business

• Foster a culture of continuous improvement and accountability

• Lead through innovation and operational excellence

• Ensure transformation and change initiatives are successfully embedded and sustained throughout the organization

Required Skills and Experience

Experience Requirements

• 15+ years of investment operations experience, including alternative asset transaction lifecycle expertise

• Demonstrated success leading client service operations teams and strategic operational initiatives

• Deep experience supporting alternative investments, including private equity, private credit, co-investments, hedge funds, and related strategies

• Strong understanding of trade lifecycle management, institutional client servicing, custody relationships, compliance requirements, and investment operations

• Ability to think strategically and enhance the client experience across different regulatory and operating environments

• Practical, solutions-oriented approach to addressing complex operational and investment challenges