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Position: Portfolio Operations Analyst
Department: Investment Operations
Report to: Head of Investment Operations
Company Summary:
Boston Partners is a global investment advisor with $100 billion in AUM and a longstanding reputation for superior client service. The organization is a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. We focus on investing in companies with attractive value characteristics and strong business fundamentals where there is a catalyst for positive change. The firm was founded in 1995 and maintains offices in Boston, New York, California, and London. Boston Partners is an indirect, wholly owned subsidiary of ORIX Corporation of Japan.
Investment Operations Mission Statement:
Investment Operations generates operational alpha for Boston Partners and its clients through continuous process improvement. We accomplish this by constantly examining our processes and proactively engaging internal/external parties to develop innovative solutions that enhance investment performance, optimize workflows, and mitigate operational risk. Effective communication throughout the process enables the Investment Operations team to deliver impactful results and superior client service.
Position Summary:
The Boston Partners Portfolio Operations group is responsible for all trade life cycle events, client account life cycle events, reconciliation, and data integrity. This role will serve as a team lead and interface with various internal and external clients/partners including but not limited to Trading, Compliance, Investor Relations, IT, Boston Partners’ outsourced service providers as well as the Clients’ custodian banks and fund administrators.
Primary Responsibilities:
Trade Life Cycle Events:
Client Life Cycle Events:
Reconciliation and Data Integrity:
Qualifications:
The above declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. We are an equal opportunity employer and value diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Full Time
$95k-152k (estimate)
06/28/2024
07/14/2024
boston-partners.com
NEW YORK, NY
100 - 200
1995
MARK E DONOVAN
$50M - $200M
Boston Partners is a premier provider of value equity investment products that are rmly grounded in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners is focused on investing in companies with attractive value characteristics and strong business fundamentals, where there is a catalyst for positive change. Boston Partners manages a range of investment products including Value Equity, Long/Short Equity, Global and International Equity, Global Long/Short, Small, and Micro Cap Equity.