Archived listing. The details below describe a past opening.
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Manager, Investment Operations | Investment Management Firm | San Francisco; Hybrid (2-3 days onsite)
Join a highly respected investment management firm known for its collaborative culture, thoughtful leadership, and long-term approach to investing. With a stable platform, strong employee tenure, and team-oriented environment, this is an opportunity to step into a visible leadership role with meaningful impact.
Lead critical performance and reporting functions across multiple investment vehicles while partnering with internal teams and external providers. The role offers competitive compensation + bonus, strong benefits, work-life balance, and the opportunity to drive process improvements through technology and AI.
Responsibilities
- Oversee daily performance reconciliation and reporting across investment products
- Review pricing checks, NAV controls, and performance calculations
- Prepare and review monthly performance reporting
- Manage performance data for SMAs and model portfolios
- Maintain composite performance records and related reporting
- Oversee submissions to third-party reporting platforms and vendors
- Lead annual performance presentations and support audits/compliance
- Supervise, train, and cross-train team members
- Identify and resolve data discrepancies
- Drive process improvement, technology, and AI initiatives
- Support product launches, audits, and special projects
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
- 7+ years in investment operations, performance measurement, or fund reporting
- Bachelor's degree in Business, Accounting, Finance, or related field
- Experience with mutual funds, ETFs, SMAs, or similar investment vehicles
- Composite performance experience and knowledge of industry standards
- Prior team leadership or supervisory experience
- Strong fund operations, middle-office, and financial reporting background
- Experience managing third-party administrators, custodians, or service providers
- Strong Excel and financial systems/data platform skills
- Strong analytical, organizational, and communication skills
- Process-improvement mindset with interest in technology and AI
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.