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Career Opportunity

Operations Manager

Job Title:  Operations Manager

Status: Full-Time

Salary: Based on work experience and qualifications


A growing Investment Management firm is hiring a new operations manager.  This is a fantastic opportunity for a smart, experienced candidate to implement processes and procedures and contribute to a growing firm's success. Qualified candidates must be team-oriented, proactive, and able to work independently. Remote work is possible.


  • Lead internal operations for boutique advisory business

  • Support investment personnel, compliance and senior management in implementation of new systems and initiatives

  • Establish systems and protocol for existing business

  • Update the portfolio management system along with the maintenance of books and records 

  • Manage new product implementation alongside senior management, including new funds, managers, and relationships

  • Liaise with clients, legal counsel and various service providers (e.g., compliance consultants, custodians and administrators etc)

  • Working with business development and client service on the on-boarding of new clients and responding to client inquiries



  • Comfort working in investments, the ability to ramp up quickly, and a desire to learn and grow professionally

  • Excellent organizational skills with the ability to prioritize and multitask

  • Knowledge of and appetite to master both investment and fund-level operations

  • Must have strong work ethic

  • A minimum of 2 to 5 years’ experience in investment/financial operations

  • Experience working with industry standard middle and back office trading and settlement or administrator systems would be a plus

  • Desire to take ownership of tasks and work to resolve issues minimal supervision

  • Bachelor’s degree required


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