Investment Operations Supervisor

Description

The Investment Operations Supervisor will lead the operations of our Funds and Portfolios division, including oversight of one Investment Operations Analyst. The position is responsible for driving initiatives to increase operational efficiencies to support the scalability of our Meeder Edge Investment Consulting, the Meeder Funds, and trading of Meeder's investment portfolios. This role will lead and collaborate on initiatives with peers from Investments, Compliance, Sales, and Marketing.

Primary Responsibilities

• Oversee all investment operations functions of Meeder's Investment Consulting business line, including the production of client deliverables, model portfolio trading on broker dealers & platforms, and management of our portfolio database and workflows.
• Oversight and participation in the trading of model portfolios on various custodial and third-party asset management platforms.
• Oversight of trade settlement & corporate actions process for Meeder Funds.
• Become a subject matter expert of the broker dealers and platforms that Meeder's portfolios are offered through, including asset reporting and participation in due diligence.
• Development and maintenance of policies and procedures related to investment operations functions.
• Manage and maintain dashboards used by investment team for customer relationship management, portfolio and fund due diligence.
• Provide oversight of administration of Retirement Plan business.
• Lead change management initiatives across Funds & Portfolios that include the implementation of new distribution partners/platforms, new technology, and changes to the business operating model.
• Lead and manage an operations analyst and serve as the primary contact to internal key stakeholders.
  
  

Critical Success Factors

• Self-starter that is able and willing to identify and drive projects to completion.
• Superb project management and change management capabilities.
• Ability to be a 'player/coach' that can lead and participate in vital operational functions.
• Exceptional leadership skills with peers, cross-functional partners, and direct reports.
• Accurate and detail oriented; Strong communication and writing skills
• Professional and accountable with a high degree of integrity.
• Willingness to learn and expand knowledge base through continuing education
• Willingness to manage and participate in the career development of team associates.
  
  

Req Number INV-25-00001

Position Requirements

• Bachelor's degree in Business, Finance, or related degree.
• 5-7 years' progressive experience in Investment Operations
• Intermediate knowledge of financial markets and investment products.
• Advanced knowledge of MS Excel. SQL and/or Airtable knowledge a plus.
• Experience with Morningstar Direct and/or YCharts a plus
• Understanding of trade settlement process and DTCC preferred.
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).