Investment Operations Director, FIWA Investment Services
About The Position
This role sits at the center of portfolio management, research and operational execution and offers hands-on exposure to how investment ideas are translated into portfolios and delivered at scale. As a key member of the Investment Services team, you will drive operational excellence across portfolio management and research workflows. You'll own critical responsibilities, including: Data Integrity and Oversight: Ensure the accuracy and reliability of investment data through daily controls, validation processes and ongoing quality monitoring. Portfolio Rebalance Execution: Lead the end‑to‑end model portfolio rebalance process, partnering across channels to ensure seamless implementation. Problem Solving: Research and analyze complex operational issues, developing effective solutions and escalating appropriately. Process Innovation: Identify and implement automation and process improvements to enhance scalability and efficiency. Risk Mitigation: Proactively identify data and operational risks, strengthening controls and governance frameworks.
Requirements
- 10 plus years of hands-on experience in a financial operations environment
- Bachelor’s degree required
- Series 7, 63 required or willing to obtain within 6 months
- Strong understanding of portfolio management workflows and investment data environments
- Demonstrated success driving process improvement, automation, and operational scale
- Advanced analytical and problem‑solving skills with a proactive, solution-oriented mindset
- Strong data capabilities (Excel required; SQL, a plus)
- Ability to manage multiple priorities in a fast-paced environment
- Excellent communication and stakeholder management skills
Nice To Haves
- advanced degree or CFA a plus
Responsibilities
- Ensure the accuracy and reliability of investment data through daily controls, validation processes and ongoing quality monitoring
- Lead the end‑to‑end model portfolio rebalance process, partnering across channels to ensure seamless implementation
- Research and analyze complex operational issues, developing effective solutions and escalating appropriately
- Identify and implement automation and process improvements to enhance scalability and efficiency
- Proactively identify data and operational risks, strengthening controls and governance frameworks
- Develop deep expertise in FIWA’s portfolio management and research production lifecycle
- Partner closely with research, portfolio management, and technology teams to support investment delivery
- Influence strategic priorities by identifying opportunities to improve infrastructure, processes, and data flows
- Collaborate with technology partners and FIWA leaders to help define roadmap, tooling and automation initiatives
- Enhance operational processes supporting portfolio construction, rebalances, and investment IP distribution
- Serve as a leader and trusted partner for FIWA across the broader organization
Benefits
- comprehensive health care coverage
- emotional well-being support
- market-leading retirement
- generous paid time off
- parental leave
- charitable giving employee match program
- educational assistance including student loan repayment
- tuition reimbursement
- learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Director
