Director of Investment Operations, Robert Half

Robert Half

Location:
United States, San Francisco

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Join a leading firm specializing in responsible, sustainable investing. The firm fosters a collaborative environment prioritizing long-term growth and team development. Enjoy competitive compensation, comprehensive benefits, 100% healthcare coverage for employees and families, commuter subsidies, and more.

Job Responsibility:

Oversee investment product operations, including reporting, accounting, fund expenses, performance calculations, trade settlement, and SEC disclosures
Serve as the primary liaison for audits, SOX testing, and compliance reviews
Manage relationships with external administrators, custodian banks, and third-party providers
Prepare investor communications and ensure timely month-end reporting
Contribute to strategic planning, new product launches, and special projects
Assist with board-related matters as Assistant Treasurer for the Mutual Funds Board

Requirements:

15+ years in investment servicing, finance, or fund accounting
10+ years of team management experience
Deep knowledge of mutual funds, ETFs, and separately managed accounts
Strong understanding of financial reporting, GAAP, and regulatory compliance
Advanced education (MBA or relevant designation) preferred

What we offer:

competitive compensation
comprehensive benefits
100% healthcare coverage for employees and families
commuter subsidies

Additional Information:

Job Posted:
April 29, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Director of Investment Operations