Operations Transformation Manager

Crestline Management, LP • Fort Worth, TX

13d

About The Position

The Operations Transformation Manager is responsible for managing strategic initiatives aimed at optimizing Investment Book of Record (IBOR) operations, developing process improvements, and facilitating organizational change. In this role, you will contribute to portfolio management technology review and implementation, conduct process reviews and workflow design, develop operational risk management controls, and maintain comprehensive documentation. This position requires strong investment operations knowledge and project management skills.

Requirements

• Bachelor’s degree
• 5+ years of experience in investment operations, fund administration, or similar roles
• Proven track record of managing large-scale investment or accounting operations with a focus on change management
• Experience with technology implementation and knowledge of key investment operational workflows
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Responsibilities

• Design operational workflow and controls for trade capture, reconciliation, and reporting
• Optimize market and security master data workflows including consumption, maintenance, and hierarchy.
• Manage portfolio analytics and reporting development
• Lead enterprise technology testing and implementation for operations and portfolio management functions
• Collaborate with cross-functional teams to implement change initiatives.
• Train and develop operations teams on workflow and deployed technology. Manage functional teams in
• Communicate requirements and status with project management, technology, and third-party stakeholders
• Identify operational risks and mitigate through technological processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager