Manager, Investment Operations

Reach out to Michelle Espejo via email or Linked In 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 Linked In.