PGIM Custom Harvest - Director, SMA Fixed Income Operations
Core
Leading operational strategy, infrastructure, and controls for the Fixed Income Separately Managed Account (SMA) business, ensuring scalability and efficiency for a $7.1B portfolio.
Role type
Director, Fixed Income SMA Operations
Builds
Scalable, controlled, and efficient operating environment for Fixed Income SMA portfolios
Domain
Asset Management / Fixed Income / Separately Managed Accounts
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Fixed income operational expertise, SMA lifecycle management, trade lifecycle and settlement, operational controls design, risk management, process automation, team leadership, stakeholder alignment
Preferred skills
Technology and automation initiatives, operational transformation, Archer system familiarity
Technologies
Archer
Responsibilities
Establish operating models and organizational structure for Fixed Income SMA; oversee operational readiness for new SMA accounts; ensure controls around trade capture, allocation, confirmation, and settlement; identify and mitigate operational risks; automate manual processes; partner with investment and trading teams for execution; build and lead a high-performing operations organization
Seniority
Director, strategic leadership with hands-on operational oversight
