Investment Operations Manager

Meketa Investment Group is a growing, independent investment consulting firm providing strategic investment advice to large institutional clients. The Investment Operations Manager role will involve the balancing of long-term strategic planning related to operational improvement and technology with day-to-day management of operations across our Private Market, OCIO, and General Consulting clients involved in trade execution and reporting as well as internal retail funds. The Investment Operations Manager will be responsible for leading a staff of Investment Operations Associates, Analysts, and Coordinators. This exempt-level position will report directly to the company’s Co-CEOs. This person must demonstrate independent judgment and discretion related to sensitive and confidential information.

Position Summary:

The Investment Operations Manager is tasked with helping to supervise trade execution, document storage, and monitoring of investments for non-discretionary and discretionary clients across all client bases including Private Market, OCIO, and General Consulting clients involved in trade execution and reporting as well as internal retail funds. The candidate will help to both develop and achieve department goals and establish levels of standard for professionalism.

Transfer activity includes data collection and monitoring, cash flow issue resolution, approval of letters of direction, and implementation of internal directives and updates to both new and existing client portfolios. Document storage and data integrity activity includes ensuring the technology used to ingest and record the accuracy of data related to both liquid and illiquid vehicles is maintained at a high level and available in real-time.

The Investment Operations Manager will guide Investment Operations Associates, Analysts, and Coordinators through our most complicated client relationships, serving as an advisor to the Client Teams and Senior Operations. They will be expected to show leadership on day-to-day matters of importance. They will oversee our critical third-party relationships at Managers, Custodians, Fund Administrators, and technology connected to the Operations team.

Success in this position will be measured by creating efficient, accurate workflows that are well documented and followed internally. The Investment Operations Manager will aim to mitigate risk associated with trade execution and document storage, helping to develop the goals for the Investment Operations department in addition to training staff in standard processes. They will need to use their own analysis and judgment where applicable and communicate best practices and change to industry standards across the firm.
Responsibilities:

Position Requirements:

Measures of Success:

About Meketa Investment Group

Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.

Meketa is an Equal Employment Opportunity and Affirmative Action Employer.

If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.