Senior Director of Investment Operations
Company: Emerge Capital Management
Location: Buffalo
Posted on: February 24, 2021
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Job Description:
Job Description-Head of Investment OperationsEmerge Capital
Management services premier investment managers, professional
advisors and institutions. Emerge provides institutional sales and
sales support nationwide. Emerge also supports regional and
independent registered investment advisors and broker/dealers.
Emerge provides administrative support primarily for the separate
account strategies, which are available on industry platforms.
Emerge is looking for talented people to join our dynamic
company.Position DescriptionSuccessful candidates will be
responsible for leadership of the Investment Services team and must
provide guidance for investment operations to assist in
implementation and account maintenance and reporting. The
successful candidate will have a strong background in operations
and compliance. This department works in support of our Advisory
Services team.Knowledge of investment vehicles, such as separate
account services and discretionary investment managers would be an
asset.Primary Responsibilities--:* Managing the overall trading and
compliance operation* Providing team management and vision for
future growth* Assisting on new account set-up and following all
procedures and policies for new account reporting.* Assisting with
account implementation, maintenance, billing and reporting.*
Working with our portfolio management system and trade
applications* Utilize the software and tools for account
reportingQualificationsEducation and Experience:* Knowledge of the
financial or investment management industry* Previous Investment
operations work experience* Bachelor's degree* MBA or CFA is an
asset or in progressSkills and Knowledge--:* Excellent
communication and presentation skills* Strong technical skills,
excel and Microsoft office, databases* Team player and experience
in leadership* Knowledge of the investment and financial services
industry* Time management/organizational skills* Ability to thrive
in a challenging and collaborative environment
Keywords: Emerge Capital Management, Buffalo , Senior Director of Investment Operations, Executive , Buffalo, New York
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