Pre-Trade Investment Services
Core
Providing high-quality portfolio and operational client data into a quantitative investment process, leading initiatives to enhance operational investment processes, and overseeing outsourced middle-office providers and daily production controls.
Role type
Senior IC investment operations manager (quantitative investment process)
Builds
Automated and AI-driven solutions for investment workflows, portfolio data quality, and reconciliation processes
Domain
Asset management, quantitative investing, equity/futures/FX/derivatives trading operations
Deliverable
production ML models | product features | dashboards & analysis
Required skills
People management, process design, risk assessment, project management, data analysis, portfolio accounting, futures margin/cash management, stakeholder relationship management
Preferred skills
Python, AI/automation tools, quantitative investment process familiarity
Technologies
Python, Microsoft Excel, AI-driven workflow tools
Responsibilities
Lead and mentor a team responsible for critical investment workflows; oversee implementation of new investment initiatives and software projects; design and execute improved business workflows; manage relationships with internal teams and external middle-office providers; oversee portfolio holdings data quality and complex accounting reconciliations; manage futures exposures, margin requirements, and cash balance oversight.
Seniority
Senior, hands-on IC with team leadership