Client Operations

Our client is a leading global investment advisory and portfolio management organization serving institutional and private clients worldwide. The firm specializes in delivering customized investment solutions across a broad range of asset classes, including traditional and alternative investments.

With a significant global presence and offices across North America, Europe, the Middle East, and Asia-Pacific, the organization supports a diverse client base that includes educational institutions, nonprofit organizations, family offices, and other sophisticated investors. The firm is recognized for its collaborative culture, long-term client partnerships, and commitment to operational excellence.

The organization values diversity of thought, professional development, and a merit-based environment where employees are encouraged to contribute innovative ideas and drive meaningful impact.

Responsible for:

• Day-to-day client lifecycle management

• Client onboarding and investment change implementation

• Performance reporting

• New client onboarding

• Establishing and maintaining appropriate policies, internal controls, and documentation across multiple regions

• Aligning people, processes, and technology to create a scalable and efficient operating platform, including evaluating outsourcing opportunities

• Ensure timely and accurate execution of all client portfolio activity

• Ensure global best practices and policies are adhered to

• Monitor and manage client custodian relationships and maintain the highest levels of service quality

• Conduct and review periodic service assessments and implement provider changes as needed

• Serve as a senior operations approver for client transactions when required

• Ensure timely and accurate delivery of client performance reporting

• Develop strong partnerships with investment and client leadership teams to maintain a clear understanding of client expectations

• Support platform and technology initiatives that improve reconciliation accuracy, reporting quality, and operational scalability

• Provide governance and stewardship over key client data

• Approve critical client data changes when necessary

• Ensure the integrity and accuracy of client data across internal systems and operational processes

• Collaborate with regional and global partners across client service, research, and operational functions

• Work closely with subject matter experts throughout the organization

• Serve as a senior point of contact with internal legal and compliance teams regarding client agreements, regulatory matters, service level expectations, and documentation updates

• Foster a culture of continuous improvement and accountability

• Lead through innovation and operational excellence

• Ensure transformation and change initiatives are successfully embedded and sustained throughout the organization

• 15+ years of investment operations experience, including alternative asset transaction lifecycle expertise

• Demonstrated success leading client service operations teams and strategic operational initiatives

• Deep experience supporting alternative investments, including private equity, private credit, co-investments, hedge funds, and related strategies

• Strong understanding of trade lifecycle management, institutional client servicing, custody relationships, compliance requirements, and investment operations

• Ability to think strategically and enhance the client experience across different regulatory and operating environments

• Practical, solutions-oriented approach to addressing complex operational and investment challenges