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Senior Director of Investment Operations

Company: Emerge Capital Management
Location: Buffalo
Posted on: February 24, 2021

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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