What are the responsibilities and job description for the Manager (Investment Operations) position at BCI - Brokerage Consultants Inc?
Manager (Investment Operations) | Charlotte (Hybrid) | $95-130k (depending on exp / certifications) 25-50% bonus
Player / Coach will provide daily management / leadership of Retail / Intermediary Operations Team for established investment management firm.
Responsibilities :
Attract / engage / retain diverse, high performing workforce; train staff; conduct performance reviews
Instill positive cross-team collaboration / execution
Assess team's strengths / weaknesses and drive improvement via skill development, staff accountability, conflict resolution, managing to deadlines
Improve client experience via consistent work quality / accuracy and meeting requests / deadlines quickly
Execute on key objectives set forth by CAO : improved accuracy / speed / customer service / productivity
Streamline / document processes to increase efficiency / mitigate risk
Related to recent merger, support transition to Archer (aligning firm operations with Archer) and integration of relevant investment teams / accounts
Serve as "Face of Operations" internally / externally; create open lines of communication / engagement across multiple departments external / internal clients
Assist / contribute as needed with IT around Enterprise Data / Data Warehousing initiatives and hand-offs / transitions from Operations to IT
Ensure transaction / position integrity in records (Advent APX / Archer) against client custodial records; research / remediate reconciliation discrepancies daily; prepare / distribute all month-end accounting / performance statements
Manage operational aspects of new account onboarding (account attribute set up in portfolio accounting system, custodian data feed connectivity, and funding status verification)
Provide internal "customer" support
Requirements :
Bachelor's degree and 10 years of experience in operations management; advanced degree a plus
CFA and / or CIPM preferred
Strong domain expertise; prior experience managing investment operations (in-house or outsourced), ability to add add value as both a manager and individual contributor
Extensive knowledge of fixed income, equities, and other investment securities types; working knowledge of and familiarity with Advent APX, Archer, Omgeo, Charles River, Bloomberg, FactSet, Salesforce or related software / investment operations platforms
Ability to adjust to fluctuating work hours
Salary : $95,000 - $130,000
