Equity Trust - Dallas, TX
posted 4 days ago
The Director of Alternative Investments actively oversees the firm's day-to-day functions in a self-clearing broker dealer operating model. The Director's responsibilities include overseeing the daily operations of the team, ensuring timely and accurate processing of purchases and sales, dividend and income processing, reconciliation of the firm's stock record, and optimizing workflows to enhance efficiency. This role includes the initiation and execution of strategic objectives including building an asset acceptance policy, transfer of positions to the DTC AIP program, establishing a modern alternative investment platform, ensuring an accurate and well-functioning security master, and building a team to execute the firm's mission and values. This role will be expected to execute on an agreed business plan to achieve financial, service, risk, and operational performance targets. This role engages with the internal trading desk and external trading counterparties to ensure the broader company goals and initiatives are met. Leads by example and drives the firm to optimum operating performance with strict adherence to budget and staffing commitments.
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