Director – Investment Operations

  • Location: Jacksonville,
  • Job #: 4853
  • Job Type: Permanent
  • Category: Accounting and Finance
Are you interested in moving to sunny Florida? ICX Group is recruiting for an Investment Operations Director for a great organization. Our Client is looking to add top talent to their team. You will be joining a leading investment organization with a rich history. This is a key position with tremendous exposure to the Executive team.

Highlights:
  • Join a talented team with all the structure in place for sustained and successful growth
  • Help lead an operations team for a best-in-class Asset management firm.
  • Report directly to the Chief Operation Officer

Job Duties:
  • Oversee Operations team on a day-to-day basis to ensure the team meets organization standards and business initiatives
  • Manage relationships with 3rd party providers
  • Oversea portfolio reporting (Investment team communication, Internal Accounting, annual audits and Budgets).
  • Facilitate all operational aspects for the organization including asset Allocations (Capital Calls, cash and stock distributions, account openings/closures, trade settlements and rebalancing).
  • Assist in hiring and managing operations team
  • Coordinate with external and internal partners to improve reporting and recon process. Drive system and information gathering efficiencies.
  • Oversea operational due diligence.

Job Requirements:
  • Bachelors Degree in Finance, Accounting or related field
  • 7+ years experience in related field required
  • Investment firm operations experience
  • Significant systems experience preferred
  • Must be able to work in office 5 days a week.

 

Dan Rohan

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Dan Rohan

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