Investment Operations Lead for Socially Responsible Endowments

Mercy Investment Services, Inc.; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Mercy Investment Services, Inc. is seeking a Manager of Investment Operations to lead day-to-day investment management of our socially responsible program in St. Louis.

The role includes coordinating cash flows, rebalancing, and manager transitions, and preparing fund statements and tax reporting. Reporting to the Chief Investment Officer, the position emphasizes governance, compliance, and collaboration with custodians, vendors, and investment committees.

Qualifications

• Bachelor’s degree in accounting, finance or related field is required.
• Five+ years of related experience and/or training are required.
• Strong technical skills in investment operations management, including record keeping, performance and compliance.

Responsibilities

• Lead annual audit of investment function and related reporting.
• Coordinate program cash flows, rebalancing, and manager transitions.
• Prepare quarterly fund financial statements and tax reporting.
• Manage documentation and communications with investment managers, custodians, and consultants.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Investment operations

Record keeping

Compliance

Stakeholder engagement

Attention to detail

Education

Bachelor's degree in accounting/finance

Master's degree in business/finance

Tools

Microsoft Office

Excel

Adobe Acrobat

Outlook

Job description

Mercy Investment Services, Inc. is seeking a Manager of Investment Operations to lead day-to-day investment management of our socially responsible program in St. Louis.

The role includes coordinating cash flows, rebalancing, and manager transitions, and preparing fund statements and tax reporting. Reporting to the Chief Investment Officer, the position emphasizes governance, compliance, and collaboration with custodians, vendors, and investment committees.