Operations Leader for Boutique Asset Manager

Broyhill Asset Management; Charlotte (NC); On-site; USD 150,000 - 250,000; Full time

Job summary

A boutique investment firm in Charlotte, NC is seeking a Chief Operating Officer to oversee all non-investment operations. The ideal candidate will have extensive experience in investment management, demonstrating strong financial, compliance, and operational oversight. You'll ensure accurate reporting and maintain the firm's ethical standards while leading a high-accountability environment. This position requires exceptional leadership and communication skills, as well as a detail-oriented approach to managing internal processes and partnerships.

Qualifications

• Significant experience in investment management, finance, or compliance.
• Demonstrated ability to build institutional processes.
• Exceptional written and verbal communication skills.

Responsibilities

• Oversee all non-investment activities and processes.
• Manage firm financial tasks including budgeting and reporting.
• Ensure compliance with all regulations and maintain documentation.

Skills

Investment management experience

Financial reporting and budgeting

Compliance knowledge

Leadership and ownership

Detail-oriented

Strong communication skills

Job description

A boutique investment firm in Charlotte, NC is seeking a Chief Operating Officer to oversee all non-investment operations. The ideal candidate will have extensive experience in investment management, demonstrating strong financial, compliance, and operational oversight. You'll ensure accurate reporting and maintain the firm's ethical standards while leading a high-accountability environment. This position requires exceptional leadership and communication skills, as well as a detail-oriented approach to managing internal processes and partnerships.