Overview
I’m currently partnering with a well-capitalized, multi-strategy investment platform looking to add a Director-level leader focused on investment operations, reconciliation, and data integrity.
This is a highly visible role where you’ll own the accuracy of investment books & records, lead a growing team, and work directly with senior stakeholders across trading, technology, and investment teams.
Why this role stands out
- True leadership seat with the ability to build, mentor, and scale a team
- Broad exposure across fixed income, structured credit, and private markets
- Opportunity to drive automation, improve controls, and shape operational strategy
- High-impact, cross-functional role partnering directly with front office + senior leadership
- Strong benefits package including generous PTO, full health coverage options, and 401(k) match
What you’ll be doing
- Oversee daily reconciliation of cash, positions, and investment activity across systems and counterparties
- Lead resolution of complex breaks across settlements, income, corporate actions, and alternative assets
- Strengthen and evolve the firm’s control environment and reconciliation framework
- Partner with Technology and Operations to implement scalable process improvements
- Act as a key stakeholder for new fund launches, system enhancements, and data integrity initiatives
- Build and develop a high-performing team, setting the standard for operational excellence
What they’re looking for
- 6-12 years in investment operations, reconciliation, or fund accounting within asset management
- Proven experience leading teams in a high-volume, complex environment
- Strong product knowledge across credit and alternative investments
- Advanced Excel; SQL or data tools are a plus
- Ability to operate both strategically and hands-on