Investment Operations Manager - Thriving Fund Manager
Robert Half Finance & Accounting
Description
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
A top-tier investment firm, managing billions in assets, seeks an Investment Operations Manager to oversee operations for mutual funds, ETFs, and separately managed accounts.
Why It’s an Exciting Opportunity: Competitive salary, performance-based bonuses, full benefits (medical, dental, vision), charitable donation matching, and a hybrid work model for work-life balance. The firm fosters continuous learning and professional growth, with commuter subsidies for added convenience.
Responsibilities:
+ Oversee fund operations, including reporting, fund expenses, shadow accounting, and regulatory filings
+ Coordinate with external administrators, custodians, and vendors
+ Lead financial statement preparation, audit materials, and SOX testing
+ Manage dividend calculations and distributions
+ Analyze financial data for internal and external reporting
+ Contribute to fund launches and strategic projects
+ Lead and mentor a team
Requirements
+ 10+ years in investment servicing or fund operations
+ 5+ years in team management
+ Expertise in mutual funds, ETFs, and separately managed accounts
+ Knowledge of financial reporting, GAAP, and regulatory filings
+ Strong communication and collaboration skills
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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