Strategic Operations Lead – Investments

The Ford Agency; Bethesda (MD); On-site; USD 150,000 - 170,000; Full time

Job summary

The Ford Agency in Bethesda invites an experienced Operations professional to join a finance firm focused on strategic execution. Reporting to the Managing Director of Operations and Technology, you will bridge business goals with practical process improvements.

Ideal candidates have 10+ years in assets or investment management, strong operations leadership, and a track record of driving initiatives across portfolios and teams, with a preference for collaboration and measurable impact.

Qualifications

• 10+ years of experience in assets management or investment management
• Strong background in Operations, Portfolio Operations, Business Operations, Strategic Initiatives, Enterprise PMO or similar functions
• Proven operational leadership and project execution skills
• Strong analytical and process improvement skills
• Well-versed in influencing without positional authority

Responsibilities

• Launch strategic initiatives across departments in collaboration with senior leadership all the way through execution
• Evaluate existing workflows and drive operational change management
• Collaborate closely with portfolio management and investment teams
• Fully support the MD of Operations & Technology and bridge the gap between technology capabilities and operational workflows

Skills

Operations leadership

Project execution

Analytical skills

Process improvement

Influencing without authority

Job description

The Ford Agency in Bethesda invites an experienced Operations professional to join a finance firm focused on strategic execution. Reporting to the Managing Director of Operations and Technology, you will bridge business goals with practical process improvements.

Ideal candidates have 10+ years in assets or investment management, strong operations leadership, and a track record of driving initiatives across portfolios and teams, with a preference for collaboration and measurable impact.