BCI - Brokerage Consultants Ltd.

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They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
191-240

Job Type:
Permanent

Title:
Global Operations Manager, VP (191-240)

Location:
Chicago

Description:
Boutique investment management firm seeks VP-level hire, reporting to firm’s
Director of Operations. During first 15-18 months of employment, the role
will be dedicated to overseeing a project consolidating the firm onto one
accounting platform. After completion of the project, the role will evolve
to manage the operations department for domestic/global portfolios.

RESPONSIBILITIES:
Phase One: Platform Transition Project (First 15-18 months)
Represent investment operations throughout the project from planning through
go-live
Develop/execute strategic plans; manage/coordinate with external
vendors/consultants throughout lifecycle of the project
Partner with internal technology resources/external consultants/vendors to
ensure business requirements are properly identified/documented/validated in
future state prior to go-live
Develop operational expertise on application in all areas of functionality—
accounting, data, performance measurement, exception management, reporting
tools and interfaces
Oversee firm validation/testing through parallel to ensure system/business
readiness
Establish new business processes/workflows/procedures for the “Model
Office”; identify key skill sets and employee attributes for future state
Coordinate periodic investment operations training sessions throughout
project lifecycle

Phase Two: Operations Management (Ongoing)
Responsibilities include ensuring completion of operational activities
(portfolio accounting/client reporting/trade
settlements/reconciliation/corporate actions/proxy voting/audits/model
maintenance); ensuring data integrity for accounting platform/OMS/compliance
system; project oversight and creation/execution of strategic plans to
enhance processes/systems as well as increase efficiency/reduce risk; and
acting as a liaison with external vendors/portfolio managers/others around
operational issues.
Operations Analysis/Re-engineering: act as internal consultant, reviewing
systems/processes/procedures; evaluate/plan/implement solutions for
improvements to existing processes; work closely with Portfolio
Management/IT/Compliance to develop procedures/protocols supporting existing
and new products/services
Account Administration: oversee/facilitate functions including establishing
policies/procedures and ensuring account specific operations/administrative
activities are performed effectively; ensure full reconciliation to external
sources of all portfolios (cash/holdings/market values/accruals); generate
client statements for client service; design/implement/improve workflows
Data Administration/Corporate Actions: manage/support related resources for
Accounting/OMS/Compliance applications
Middle Office: monitor functions related to post trade support on OMS, Omgeo
CTM, Oasys, Trade Suite, ALERT and FX matching; oversee trade issue
resolution

REQUIREMENTS:
College degree in Accounting/Economics/Finance; MBA a plus
10+ years of experience in financial services at a buy-side asset management
firm with multiple investment strategies/products
Previous experience working on an accounting platform conversion or other
large-scale project within an asset management firm
Comprehensive knowledge of investment operations/systems/workflows
Prior experience managing a team responsible for transaction processing,
accounting, reconciliation, corporate actions and data management
Exceptional people management skills

Category:
Asset Management

Contact:
zach@bcius.com