Investment Operations Manager

$80,000 - $100,000/Yr

Ferguson Wellman Capital Management - Portland, OR

Full-time - Mid Level

Remote - Portland, OR

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Investment Operations Manager at Ferguson Wellman Capital Management plays a crucial role in ensuring the accuracy and timeliness of client portfolios, reflecting investment activity, holdings, asset pricing, and account-specific information. This position is responsible for managing investment accounting information and vendor relationships, as well as enhancing core business systems and procedures within the investment operations and trading departments.

Responsibilities

• Manage the timeliness and accuracy of investment accounting information, including security and portfolio attribution, reconciliation, performance, pricing, and transactional data.
• Manage vendor relationships, including outsource providers and accounting systems.
• Partner with trading and investment teams to establish and maintain procedures for data reconciliation.
• Gather and document workflows and procedures.
• Identify inefficiencies and establish system/process improvement goals for investment operation functions.
• Coordinate project meetings with management, subject matter experts, and end users to solicit business and functional requirements.
• Other projects as assigned.

Requirements

• Two years or more experience in trading or investment operations, or equivalent experience in an operational role within the financial services industry.
• Two years or more experience in one or more of the following business units: Trading, investment operations, research, portfolio engineering, or compliance.
• Bachelor's degree or equivalent combination of education and experience.
• Experience investigating, documenting, and improving existing processes.
• Strong organizational and analytical skills; must be detail-oriented.
• Strong sense of ownership and commitment to outcomes.
• Excellent interpersonal skills and ability to thrive in a collaborative environment.
• Experience using data administration tools (such as Microsoft Excel, Access, SQL, SSRS, etc.) to conduct analysis and build interim process solutions as needed.

Nice-to-haves

• Experience using Axys, APX, Black Diamond, Bloomberg Terminals, Factset, or Eze Castle.

Benefits

• Profit sharing
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Tuition reimbursement
• Paid time off
• Cell phone reimbursement
• Parental leave
• Vision insurance
• Life insurance