Senior Vice President, Investment Operations
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About the Role
Greater Santa Ana, CA Area (On-site)
The Company is seeking a Senior Vice President for Investment Operations to lead a critical organization responsible for corporate actions, reconciliations, and reference data management across a multi-asset investment platform. The successful candidate will be tasked with ensuring the integrity, accuracy, and control of investment operational processes that support a diverse range of market strategies, including equities, fixed income, derivatives, foreign exchange, private credit, private equity, and other alternative investments. This leadership role involves establishing and executing a strategic vision for operational functions, driving operational excellence, scalability, automation, risk mitigation, and data governance initiatives, and serving as a key partner to various internal stakeholders. Applicants must have a Bachelor's degree in a relevant field and at least 15 years of progressive investment operations experience, with a minimum of 7-10 years in a leadership capacity managing large, multi-functional operations teams. The role requires significant hands-on experience in the specific areas of corporate actions, reconciliations, and investment reference data, as well as a deep knowledge of securities processing, asset servicing, data management, settlement, custody operations, and operational controls. The ideal candidate will have a proven track record in leading large-scale operational transformation and automation initiatives and experience operating within a global, multi-asset investment environment.
Functions:
- Finance
- Operations
Compensation
USD $210,000-$275,000 (salary) per year
About the Company
Multi-asset investment platform supporting public and private market strategies
Industry
Financial Services
Type
Privately Held
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