What are the responsibilities and job description for the Director, Finance & Operations position at SDL Search Partners?
About the job Director, Finance & Operations
Boutique asset management firm in Harvard Square is looking for a highly promotable, top performing, Director of Finance & Operations to step into a newly designed, hands-on & entrepreneurial role.
Reporting to the Managing Partner, the Director of Finance & Operations will lead the finance, operations & compliance efforts for the organization. The ideal candidate has a strong background in investment management, excellent analytical skills (Advanced Excel / modeling), strong communication & writing skills (ability to write RFP's, create presentations, etc), and a desire to grow long term in an operational path.
This is a succession planning role, and ideally this individual will grow to be Chief Operating Officer / Chief Financial Officer. The team is open to a top performer with anywhere from 7 - 15 years of experience, as long as the individual is highly motivated and eager to grow in their career.
The Director of Finance & Operations should be incredibly self-directed, able to notice gaps in process & workflow and jump to action to create seamless solutions. A strong finance, compliance background would be an asset in this role. The Director of Finance & Operations will create reporting for the leadership team, & build strategic analysis to support critical decision making.
The team works mainly onsite in Cambridge, with a flexible schedule. There is the ability to WFH 1-2 days per week, but ideally, this individual will want to learn and work closely with the team, on-site, to grow their career.
Generous compensation package including strong benefits & competitive bonus structure.
Qualifications :
- BS, Finance, Business, Accounting, Economics
- 7-15 years experience in investment management / asset management / hedge fund / private equity environment
- Desired candidate is looking for blended role, a mix of strategic analysis, finance / accounting, compliance & operational projects
- self-directed, entrepreneurial, able to thrive in a wear-many-hats, dynamic role
- highly analytical with Advanced Excel and modeling skills
- Some compliance experience is a plus
- progressive experience in finance, accounting, compliance, operations
- proven success and promotability
- Thrives in a top performing environment
- excellent process improvement skills
- strong relationship building abilities
- Eager to grow long term with a small, well-positioned, firm
Interested candidates please send resumes to : sdardeno@sdlsearch.com
