Seeking an experienced Operations Transformation Manager to play a critical role in driving strategic initiatives that enhance the efficiency, scalability, and control environment of the firm’s Investment Book of Record (IBOR) operations. This position is responsible for leading process improvement efforts, optimizing operational workflows, supporting technology implementations, and facilitating organizational change within the investment operations ecosystem.
The ideal candidate combines strong investment operations expertise with project management and analytical skills, enabling them to deliver sustainable solutions that improve performance, reduce risk, and support the firm’s long-term operational strategy.
QUALIFICATIONS
Bachelor’s degree in Finance, Business, Accounting, or a related field.
5+ years of experience in investment operations, fund administration, or a related function within the asset management industry.
Proven experience managing large-scale operations or transformation initiatives with a focus on change management and process optimization.
Strong understanding of investment lifecycle processes, including trade capture, reconciliation, valuation, and data management.
Familiarity with portfolio management systems and Investment Book of Record (IBOR) concepts.
Experience with technology implementation projects, workflow design, and cross-functional collaboration.
Excellent analytical, problem-solving, and organizational skills with a strong attention to detail.
Exceptional communication and interpersonal skills, with the ability to influence and collaborate across teams.
This role will sit ONSITE in Dallas Fort Worth Metroplex
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