AVP Investment Operations

AVP Investment Operations

Salary: $150,000-175,000+Bonus

Seeking a hands-on Investment Operations leader with deep experience in cash, reconciliations, treasury from investments or banking related backgrounds.

What we like about this AVP Investment Operations role:

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• Hybrid role!
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• Prestigious, highly stable and active organization.
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• Player-Coach opportunity: Build a function with meaningful ownership rather than inherit a mature, fixed process.
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• Influence how complex investment activity is managed across teams.
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• Contribute ideas to evolving workflows, including potential use of AI and automation.
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• Work in a growing organization with opportunities to engage across all investment operations broadening your scope.
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• Excellent benefits: generous PTO, additional paid time off for volunteering opportunities, benefits begin day 1 of employment!
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• Highly technical and well-advanced team
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• Access to a gym with several different activities including goat yoga and more!
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The AVP Investment Operations role at a glance:

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• Lead and develop the operations reconciliations team.
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• Focus on full oversight and establishing processes and controls around bank reconciliations, position and cash breaks, etc.
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• Coordinate with Investment Accounting to ensure transactions, positions, and cash activity are recorded completely and accurately
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• AVP Investment Operations will be responsible for internal transfers and private credit workflows.
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• Contribute ideas to evolving workflows, including potential use of AI and automation.
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• Additional duties as assigned.
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Preferred Qualifications of AVP Investment Operations:

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• BS Accounting
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• Direct experience managing reconciliations, cash movements, and control frameworks in a regulated investment environment. OR direct experience managing treasury functions with a financial institution.
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