Director - Operations (Outsourced CIO firm)

Our Client, with offices in the mid-atlantic, has provided an Outsourced Chief Investment Officer (OCIO) solution for over 25 years.


The Director of Operations will oversee the operational and technical activities for verifying and settling private and public market transactions in client portfolios, as well as the cash control, account reconciliation, and performance reporting functions. This role will create a scalable solution while enhancing operational control and accountability. The candidate will have a deep knowledge of the OCIO process and will work with all functions within the Client process transactions within client portfolios. Key responsibilities will include:

    • Ensure allocation, verification, and settlement of private and public market transactions across client portfolios.
    • Ensure the capture and storage in a central database of transaction data necessary for approval, processing, settlement, and documentation of all client transactions. 
    • Collaborate with stakeholders document technology requirements, evaluate potential upgrades, and implement solutions as necessary.
    • Design & implement enhancements that improve controls, efficiency, and scalability. 
    • Manage staff and re-engineer responsibilities as necessary to implement new technologies and processes. 
    • Coordinate with indirect staff to ensure transition of necessary information to back office and other affected areas. 
    • Develop training manuals and programs to educate staff. 
    • Other duties as assigned.
    • Bachelor’s degree. 
    • Minimum of ten years of related work experience specializing in middle office operations for an asset manager or preferably an OCIO provider. 
    • Minimum of 5 years managing operational staff. 
    • Strong track record of implementing process change. 
    • Experience in implementing technology solutions. 
    • High attention to detail and project orientation. 
    • Exceptional organizational and time-management skills. 
    • High proficiency using MS Office products (Word, Excel and PowerPoint). Knowledge of SharePoint preferred. 
    • Ability to interface well with all departments and to represent the firm in a professional manner.