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Chief Operating Officer
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-10
Listing for:
Broyhill Asset Management
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Corporate Finance, CFO -
Management
CFO
Job Description & How to Apply Below
This role oversees all non‑investment operations, including finance, accounting, compliance, and operating infrastructure, with a clear mandate: build institutional‑quality operations so the investment team can stay focused.
We are seeking an experienced operator with prior investment management experience who thrives in a high‑accountability, owner‑operator environment.
Application details are in the posting below.
Broyhill Asset Management is a Charlotte, NC‑based boutique investment firm. Originally established as a family nearly half a century ago, the firm spun out in 2022 to become an independently owned investment manager. While Broyhill has historically explored a variety of investments for its clients, the firm is now focused on managing its flagship, global, value‑oriented, public equity strategy. With a verified track record of over 10 years, the firm serves a diverse client base – including institutions, advisors, and high‑net‑worth families – by delivering long‑term capital appreciation with a rigorous focus on capital preservation through disciplined, bottom‑up security selection.
JOB DESCRIPTION
This individual will serve as Broyhill’s Chief Operating Officer, overseeing all non‑investment activities of the firm and ensuring that operational, accounting, and compliance responsibilities are completed accurately, on time, and documented appropriately.
This is a true owner‑operator role. Your mandate is to run the business and operations so the investment team can focus solely on the portfolio. That means taking full ownership of the operating details, building structure and discipline into how work gets done, and making high‑quality decisions with minimal involvement from the CIO.
This role is based in Charlotte, NC, and will be deeply embedded in the office on a day‑to‑day basis.
To apply or request additional information, please email . Include a brief explanation of your background, your interest, and why you would be a good fit for Broyhill. Do not just send a resume. We want something personal and representative of your thinking and communication style.
QUALIFICATIONS AND SKILLS
• Significant experience operating inside an investment management environment (RIA, hedge fund, asset manager, family office, fund administrator, auditor, or similar), with direct exposure to finance, operations, and compliance responsibilities.
• Demonstrated ability to build and upgrade institutional processes, controls, and reporting in a small, high‑accountability environment.
• Strong competency in financial reporting, budgeting, and operational workflows, with the ability to review work for precision and catch issues before they leave the building.
• Working knowledge of SEC compliance requirements (either as CCO or an operational owner partnering closely with outside compliance support).
• Exceptional written and verbal communication skills and an ability to represent the firm with maturity and clarity.
RESPONSIBILITIES
LEADERSHIP AND EXECUTION
• Own all non‑investment activities of the firm, leading the firm’s end‑to‑end operating cadence, and executing on all deliverables with 100% accuracy without reminders.
• Make decisions and keep day‑to‑day issues off the CIO’s plate while escalating the right items at the right time (material, irreversible, client‑impacting, reputational, or regulatory matters).
• Protect the investment team, ensuring the majority of their time is spent driving returns by proactively removing operational burdens rather than leaning on them for support.
• Build and maintain a documented operating system: calendars, checklists, standard operating procedures, and internal controls, with clear ownership across the firm.
• Reconcile issues in a timely and efficient manner, managing all service providers with urgency and professionalism (no lingering open loops, no “waiting on them” as a permanent state).
FINANCE, ACCOUNTING, AND OPERATIONS
• Oversee accounting and reporting across the firm, including budgeting, forecasting, cash management, payables/receivables, and payroll administration.
• Own the accuracy of…
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