Welcome page Returning Candidate? Log back in! Manager/Director of Investment Operations Job Family Professional/Managerial Type Regular Full-Time Position Status Getty Center Workplace Type Hybrid/Partially Remote Salaried/Hourly Salaried Hiring Pay Scale $350,000+ Annually Salary Commensurate with experience and internal equity Program/Department Investment Administration - 0210-Investment Administration Requisition Number 2022-4089 ERRP Eligible No Diversity, Equity, Accessibility, and Inclusion at Getty Getty believes diversity, equity, accessibility and inclusion are essential to our excellence and to the execution of our mission. The Getty community values differences in the pursuit of inquiry and knowledge, mutual understanding, respect, trust, transparency, and cooperation. We are committed to creating a diverse and welcoming workplace that reflects the diversity of the communities we serve and includes individuals with diverse backgrounds and experiences. Individuals of color, women, LGBTQIA+, veterans and persons with disabilities are encouraged to apply. Job Summary

Reporting to the Deputy Chief Investment Officer, the Manager/Director of Investment Operations will provide oversight and management for the operational and analytical functions of the investment office. S/he will oversee an operations team that will collaborate with the investment team to develop accounting and financial processes, procedures, and controls to ensure the effective and efficient operation of the Trust’s diversified portfolio.  The operations team will also be responsible for gathering, organizing, and presenting data on investment performance and risk attributes with the goal of improving investment decision making.  The Director of Investment Operations should be committed to and passionate about the Trust and its mission and should recognize and be excited about the opportunity to build a successful investment operations function, while contributing to the growth of the investment office.

 

Getty has engaged David Barrett Partners for this search. Interested, qualified persons should send their materials directly to gettyops@davidbarrettpartners.com. Only individuals who express interest in this way will be considered as part of this search.

Major Job Responsibilities

The successful candidate will oversee a suite of operational and financial functions for the investment office. S/he will collaborate closely with the investment team across the funding of investments, performance reporting, data and knowledge management. Additional responsibilities include:

 

Articulating and leading an operations strategy that best supports the investment programBuilding best practices, overlapping controls, and a best-in-class operational infrastructure to support the diverse investment strategy of the TrustLeading the implementation of a data and analytical platform for asset allocation, manager analysis and direct investmentStandardizing document collection and recordkeeping system for new and legacy investmentsManaging the process for on-boarding new investments on monitoring systems including with the custodianCreating a flexible reporting platform that tracks all investment cash flows and returnsAssisting with the preparation of legal documents such as subscription and redemption documentsImplementing process improvements around AML (anti-money laundering), KYC (know your client) and portfolio management systems for the CIO and other Managing DirectorsOverseeing a team of operations analysts in supporting the investment team and the director/manager of investment structuring and tax. 

 

 

INVESTMENT OPERATIONS TEAM RESPONSIBILITIES

 

Gathering and processing all investment communications from managers, including statements, tax documents, letters, and reportsProducing regular portfolio attribution reports and analysis across managers, asset classes, liquidity, and timeTracking investment liquidity by share class, creating reports on portfolio liquidity, track expected cash flows, and manage the process of redeeming from or adding to existing investmentsOverseeing daily operational processes including coordinating investment related transactions including new subscriptions, redemptions, and all capital call and distribution activitiesReconciling cash, investment transactions and market values with custodian systemPreparing monthly performance estimatesCreating ad-hoc reports on portfolio attributes, private market commitments and cash flows, liquidity terms, and investment performanceSupporting audit processes, work with relevant departments and outside auditors as necessarySupporting the investment team and director/manager of investment structuring and tax on ad hoc projects Qualifications

The successful candidate will possess a minimum of seven years of relevant experience, including oversight of investment operations, finance, and/or data management functions, within a relevant buy-side organization, including family office, endowments, foundations, hedge fund, other asset managers, and consulting firms. Additional qualification include:

 

Strong understanding of investment performance calculation and reporting of public and private investmentsFamiliarity and comfort with overseeing and managing relevant outsourced service providersSuperior organizational skills with a strong attention to detailExperience with software systems and implementation, relevant to investment/risk managementExceptional attention to detail and commitment to improving accuracy of data and preventing errors, yet able to effectively “see the big picture” and execute what needs to be done to accomplish goals and objectivesStrong computer skills (MS Office including Excel) and adeptness at learning new software.  Familiarity with Burgiss and Caissa platforms preferred.  Deep understanding of databases with a strong ability to write queries a plus    Ability to supervise staff with operations, financial performance, and data analytics/programming backgroundsSuperior ability for effective time management & meeting deadlines, multi-tasking, and ability to work well under pressureA demonstrated ability to work effectively with all constituencies, including the investment team, Investment Committee members, and a broad array of other leadershipResponsive, can-do, service mentalityS/he must be enthusiastic about being part of the organization and contributing to its important missionExperience recruiting, training, managing, mentoring, and inspiring junior colleaguesCollege or university degree required, advanced degree and/or CPA designation a plus Benefits and Perks

Here are just some examples that Getty offers/provides for full-time employees:

 

Medical, Dental and Vision insurance coverage, starting on date of hire. Getty pays 75%-95% of the premium, depending on the plan selected.403(b) Employee Investment retirement plan – with up to 5% Getty MatchGetty contribution of 6%, on behalf of employee, to 401(a) retirement accountEducational Assistance and professional developmentPaid Vacation, Sick and Personal Days12 Paid HolidaysMany positions have bi-weekly Off-FridaysOn-Site Fitness Center at Getty CenterCommunity service opportunities

 

To learn more about our comprehensive benefits and long list of perks, go to Getty HR.  

Equal Opportunity Employer We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship or immigration status, color, disability, ethnicity, familial status, gender identity and/or expression, genetic information, marital status, national origin, race, religion, sex, sexual orientation, veteran status, or any other protected status. Apply for This Job Apply for this job onlineApplyRefer this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Print this Job Application FAQs

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