Strategic Investment Operations Lead

Claire Myers Consulting; Fort Wayne (IN); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Performance-based bonus opportunity

Competitive base salary

Job summary

A wealth management firm is seeking an experienced Investment Operations Manager to lead their operations team. This role involves overseeing trading, model management, and ensuring compliance during client transactions. The ideal candidate will have a Bachelor’s degree and over 7 years of relevant experience, particularly in investment operations. Strong leadership, problem-solving, and communication skills are essential. This position offers a competitive base salary and performance-based bonuses.

Qualifications

• 7+ years of experience in investment operations, trading, or portfolio management support.
• Familiarity with alternative asset management is a plus.
• Strong knowledge of investment products and custodial processes.

Responsibilities

• Oversee daily investment operations including trading and portfolio rebalancing.
• Ensure accurate processing of client transactions and account openings.
• Manage and mentor investment operations staff and set clear expectations.

Skills

Investment operations

Problem-solving

Organizational skills

Analytical skills

Interpersonal communication

Education

Bachelor's degree in Finance, Business, Accounting, or related field

Job description

A wealth management firm is seeking an experienced Investment Operations Manager to lead their operations team. This role involves overseeing trading, model management, and ensuring compliance during client transactions. The ideal candidate will have a Bachelor’s degree and over 7 years of relevant experience, particularly in investment operations. Strong leadership, problem-solving, and communication skills are essential. This position offers a competitive base salary and performance-based bonuses.