Associate Director, Investment Operations

Job description

Apex Systems has an immediate hiring need for an Associate Director role working in the Investment Operations department with a large educational client in the Baltimore area. If you are interested, or know someone who is, please reach out to Nick Brady with a copy of your resume at

Role & Responsibilities:

This individual will play an integral role on the team and provide enhanced technical capabilities to reporting with particular emphasis on data visualization and expert level excel skills. A successful candidate in this role will be able to use these skills to design and maintain reporting dashboards for monitoring key portfolio information. This individual will be expected to leverage prior industry experience, principally in derivatives and trade support, to execute on core operational processes and to supervise, review and provide training for junior members of the investment operations team, verify the accuracy of portfolio and benchmark performance results and resolve performance-related issues.

Skills, Values, and Abilities Seeking:

Skills:

• Knowledge of investment accounting, valuation and investment performance processes

• Experience with operational support and considerations for derivative instruments

• Mastery level ability with Microsoft Excel

• Experience implementing data visualization and business intelligence tools (Power BI/Tableau) for reporting

Values:

• Proactive with sense of urgency

• Intellectually curious, relentless lifelong learner

• Team-oriented, accountable, supportive, conscientious

• Self-aware, confident, non-defensive, willing to take risks

• Honest and direct, transparent, ethical, mission-driven

• Actively seeks opportunities to increase skills and expertise.

Abilities:

• Proven success as the leader of collaborative, multi-stage projects

• Logical decision-making process incorporating analysis and judgment

• Creative and intuitive thinking

• Willingness to change one's mind quickly, absorb and react to new information

• Persistent drive toward conclusions, decisions, and results

• Concise and impactful communication - oral, written, and presentation

Education & Background Requirements:

• Bachelor's Degree, preferably in accounting, finance or quantitatively oriented field with proven academic excellence

• Minimum of 5 years' work experience preferably in an investment operations and performance-reporting role

• At least 1 year of supervisory experience strongly preferred

• Public accounting experience, custodian bank or prime broker operations experience preferred

• Master's Degree, CPA or CFA preferred

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or . - provided by Dice