Vice President, Private Assets Operations and Platform Services About the Company Technologically-driven investment management firm
Industry
Financial Services
Type
Privately Held
Founded
1946
Employees
10,001+
Categories Financial ServicesSecurityInvestment ManagementAsset ManagementB2BConsulting & Professional ServicesMarketplaceBostonBrokerageBusiness NewsCollege SavingsEtfsFinanceFinancialFinancial NewsInvestmentsIraLegal & HR SoftwareMutual FundsOnline TradingRetirementSoftwareSoftware Development & DesignStock Trading529 College Savings PlanFinancial AdvisorsFinancial GuidanceInvesting StrategiesPersonal FinanceWealth ManagementInsuranceE-CommerceSavings & InvestingInvestingFinancial AdvisersInvestmentFinancial MarketsFinancial TradingRisk AnalysisTesting & AnalysisEmployee ManagementBusiness Management and Planning Specialties RetirementInvestmentsOnline tradingAsset managementIRA401kMutual fundsStocksETFBondsBrokerageCash managementHSA529 plansAnnuitiesLife insuranceBenefits consultingStock plan servicesBusiness newsand Wealth management Business Classifications B2BMarketplace About the Role The Company is seeking a VP for Private Assets Operations and Platform Services. This role is pivotal in the integration of private asset support into the company's operating environment, with a focus on creating a seamless experience for the investment team and designing platform capabilities to facilitate the expansion of private asset product offerings. The successful candidate will be a proven leader with a minimum of 10 years of experience, particularly in private equity and illiquid alternative investments. Responsibilities include leading an end-to-end analysis of existing processes, establishing a new operating model, and serving as a key point of escalation for private asset service issues. The VP will also be instrumental in driving the platform strategy and execution for the managed account platform, supporting both public and private assets.
Applicants for this role at the company should possess a strong background in managed accounts or investment management, with expertise in research, portfolio management, and trading. The role requires a leader with strong industry exposure to private assets and alternative data, as well as a proven track record in managing complex operational environments and associated technology platforms. The ideal candidate will be adept at balancing daily operations with strategic initiatives, and have a passion for driving process efficiency and automation. The company values candidates who are intellectually curious, innovative, and adept at leveraging emerging tools and technologies to advance business capabilities. Excellent communication skills, the ability to influence and motivate teams, and a commitment to the company's values of honesty, integrity, and safety are essential.
Hiring Manager Title
Head of SAI Investment Operations and Platform Services
Travel Percent
Less than 10%
Functions FinanceOperations
