Demonstrates full knowledge in assigned area and is an experienced sole contributor.Provides operational management to Investment Unit, Business Group and/or Committee for critical business processes. Drives and executes unit/committee operations and initiatives. Manages and coordinates efforts across investmentunits, committees and various partners within and outside the Investment Group.
Job Posting
Executes Investment Unit/Business Group objectives, activities and policies inpartnership with leadership
Acts on behalf of the unit or group to execute plans, activities, policies, and sponsors initiatives.
Represents Investment Unit/Committee in Operating and Client Group forums.
Drives periodic operations activities including annual planning, fund reviews, allocation of assets discussions, policy changes, etc.
Makes recommendations and implements changes to improve processes, data flow, and connectivity across groups.
Partners with leadership to implement policies and practices, in collaboration with stakeholder groups including Operations, Legal, Technology, Human Resources, etc.
Assesses evolving market practices and leverages relationships within and outside the Investment Group to identify areas that require change or improvements.
Attends and supports Investment Unit calls, retreats, and other functions as required.
Manages data, reports, analyses, dashboards and metrics required to run the business and maintain the health of the Capital System.
Stewards the ongoing maturity of the group’s capabilities with a strategic view towards emerging needs.
Recommends and implements enhancements to systems and technology.
Provides leadership through a high degree of influence, communication, and drive for results.
Facilitates Investment Unit/business group committees, sub-committees and drives strategicinitiatives
Develops content for periodic unit/business group communications, Boards and Town Halls.
Coordinates assigned oversight or management committee, partnering with committee chair(s) and membership to facilitate meetings, drive agendas, create content, etc.
Serves as primary point of contact for the committee/unit/group, as well as for complex policy or other operational issues.
Oversees, leads and/or manages initiatives as required within and across Investment Units, Operating and Client Groups.
Coordinates and implements newly developed policies into the investment process
Performs additional responsibilities as assigned.