Investment Operations Manager

• Coordinate ETF lifecycle events on underlying holdings such as rolls expirations and maturities.
• Support new ETF and other product onboardings including operational set-up and testing with counterparties and internal teams.
• Supervise daily collateral movements including margin calls substitutions recalls and returns.
• Manage collateral allocation and optimization across multiple accounts and counterparties
• Oversee tri-party collateral instructions and manage relationships with tri-party agents.
• Provide escalation support and resolution for complex operational issues including cash breaks position discrepancies and system exceptions.
• Ensure consistent execution of operational processes across investment vehicles and client types.
• Act as a subject-matter expert and point of escalation for internal stakeholders and external partners.

• Directly manage and mentor a team of Operations Specialists including performance management coaching and professional development.
• Set clear expectations prioritize workloads and ensure appropriate coverage across operational functions.
• Foster a collaborative accountable and continuous-improvement-oriented team culture.
• Work closely with Operations management in hiring onboarding training and succession planning for the Operations team.

• Own and maintain a strong control environment including operational risk identification mitigation and documentation.
• Partner with Compliance Risk and Audit teams to support regulatory requirements internal reviews and external audits.
• Ensure standard operating procedures (SOPs) are documented current and aligned with best practices.
• Monitor key controls metrics and exception reporting to proactively address risks.

• Identify process inefficiencies and lead initiatives to improve scalability automation and operational effectiveness.
• Support new product launches market expansions and client initiatives by partnering with Investments Technology Legal and Compliance.
• Lead or support system enhancements and vendor initiatives including testing implementation and post launch stabilization.
• Serve as an operational thought partner to senior leadership providing insights recommendations and data-driven analysis.

• Collaborate closely with Investment Management Finance Technology Client Service and Compliance team
• Communicate operational impacts risks and timelines clearly to stakeholders at multiple levels.
• Support management reporting and provide visibility into operational performance and capacity planning.

• Bachelors degree in business finance accounting or related discipline preferred.
• Minimum of 8-10 years of investment operations experience within the financial services industry.
• Proven experience supporting investment products such as Mutual Funds ETFs SMAs or similar vehicles.
• Demonstrated ownership of operational processes including data management reconciliation billing collateral or related processes controls and team performance.
• Strong leadership skills with a track record of development high-performing teams
• Deep understanding of investment operations workflows controls and data dependencies.
• Excellent problem-solving decision making and prioritization skills.
• Ability to operate effectively in a dynamic growth-oriented environment.
• Strong written and verbal communication skills with the ability to influence across functions and levels.
• Experience with portfolio accounting trading or investment operations systems.
• Advanced Microsoft Excel skills and operational reporting and metrics.
• Familiarity with process documentation automation initiatives and system conversions.

Required Experience:

Manager