Manager, Investment Operations

Fort Washington Investment Advisors, Inc.; Cincinnati (OH); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Tuition reimbursement

Paid time off

401(k) plan

Job summary

Fort Washington Investment Advisors, Inc. is seeking a Manager, Investment Operations, responsible for leading the reconciliation and corporate actions functions for the Institutional business line. This role involves overseeing a team, ensuring timely and accurate portfolio reconciliation across internal systems and custodian banks.

The ideal candidate will develop process improvements, strengthen operational controls, and manage audits. A comprehensive benefits package includes medical, dental, vision, and 401(k) options.

Qualifications

• Strong leadership skills with proven experience in managing teams and projects.
• Expertise in reconciliation and corporate actions processing.
• Experience in process improvement and operational risk management.

Responsibilities

• Oversee daily and monthly reconciliation of transactions and positions.
• Lead processing of domestic and international corporate actions.
• Develop and implement process improvements for operational efficiency.
• Participate in hiring and training new associates.
• Support internal and external audits and regulatory examinations.

Skills

Operational oversight

Reconciliation expertise

Process improvement

Project management

Team leadership

Communication skills

Job description

A Day in the Life of a Manager, Investment Operations

The Manager, Investment Operations is responsible for leading the reconciliation and corporate actions functions, including oversight of associates, prioritization of projects, and management of day-to-day operational activities. This role ensures the timely and accurate reconciliation of portfolios and transactions across internal systems and custodian banks, while overseeing the processing of domestic and international corporate actions. The Manager drives process improvements, strengthens operational controls, and partners across the organization to support investment operations for the Institutional business line.

Duties & Responsibilities

• Oversees the daily and monthly reconciliation of transactions, positions, and cash between internal systems, Bloomberg, and custodian banks across approximately 350 accounts held at 30 custodians.
• Leads the daily processing, validation, and communication of domestic and international corporate actions, ensuring timely and accurate application of mandatory and voluntary events.
• Monitors operational workflows, identifies exceptions, and ensures issues are researched, resolved, and escalated appropriately.
• Develops and implements process improvements that increase efficiency, strengthen operational controls, and reduce operational risk by maximizing the effective use of technology and automation.
• Establishes and maintains procedures and controls to support accurate reconciliation and corporate actions processing.
• Partners with custodians, portfolio management, trading, compliance, client service, and technology teams to resolve operational issues and support business initiatives.
• Participates in the hiring process for new associates and leads onboarding, training, coaching, and ongoing development of team members.
• Partners with the Director, Investment Operations on departmental strategy, priorities, resource planning, and continuous improvement initiatives.
• Supports internal and external audits, regulatory examinations, and due diligence requests by providing operational documentation and subject matter expertise.
• Oversees special projects, system implementations, and operational initiatives that enhance scalability, efficiency, and service quality.

Premier Benefits to Support You

We offer a comprehensive benefits package, including:

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.