CareerPlan

Public Markets Middle Office- Equity Investment Team Director (AVP)

Boston, Massachusetts, United States of AmericaFull-time$105k–$156k2026-05-08 → 2026-10-24

Core

Provide high-touch operational partnership to Equity Portfolio Managers and Trading teams, ensuring smooth front-to-back execution, strong controls, and timely issue resolution across the equity trade lifecycle.

Role type

Senior IC Equity Investment Team Director (AVP)

Builds

Operational support for equity portfolios (long-only, long/short, factor/quant, sector, global/international, small/large cap) across relevant vehicles and accounts.

Domain

Financial Services / Equity Investment Operations

Required skills

Equity trade lifecycle management, Portfolio data quality oversight, Incident management and root cause analysis, Process optimization, Stakeholder influence and leadership, Aladdin/OMS/IBOR/ABOR platforms, Global market standards and broker/custodian practices, Regulatory and client reporting knowledge.

Preferred skills

Experience with stock loan/short coverage workflows, Pooled funds and institutional mandates support, Data-driven trend analysis and forecasting.

Responsibilities

Provide dedicated day-to-day operational support to equity investment strategies; Serve as primary point of contact for proactive oversight of portfolio-level data quality and controls; Drive resolution of equity trade lifecycle and operational issues; Coordinate incident management for equity operational incidents; Identify opportunities to streamline equity operational processes; Demonstrate ownership of the equity support coverage model; Build strong relationships with Equity Portfolio Managers and Traders.

Seniority

Senior, hands-on IC