Head of Portfolio Operations at Boston Partners Global Investors, Inc in Boston, Massachusetts

Job Description:

Position Summary:

The Boston Partners Portfolio Operations group is responsible for all trade life cycle events, client account life cycle events, reconciliation and data integrity. The Head of Portfolio Operations will supervise a team of Portfolio Operations Analysts, manage our relationship with Northern Trust - a key service provider of outsourced middle and back office functions – and liaise with clients.

Primary Responsibilities:

• Lead the Portfolio Operations group in concert with IO mission statement objectives.


• Manage Portfolio Operations personnel and foster growth by partnering with individual analysts and coaching them on value-add projects


• Northern Trust vendor management
  
  
  
  • Day-to-day escalation point for material or aged items
  
  
  • SLA annual review
  
  
  • Quarterly Service reviews; coordinate Boston Partners scorecard
  
  
  • Change control and change management
  
  
  • Weekly operational calls and issue log review
  
  
  
  


• Sustain a solid control environment to mitigate operational risk associated with all Portfolio Ops tasks and document relevant procedures


• Set up the operational platform for new investment asset classes, products, and vehicles


• Effectively communicate with senior members of the operations department as well across departments within Boston Partners


• Continuous Process Improvement
  
  
  
  • Identify, propose, and develop workflow enhancements centered on the following considerations:
    
    
    
    • Impact on investment performance
    
    
    • Effect on operational risk
    
    
    • Influence of compliance and regulatory guidelines
    
    
    • Ability to harness technological innovation
    
    
    • Efficient vendor management
    
    
    
    
  
  
  
  

Qualifications:

• Bachelor’s degree or higher required, some managerial experience preferred


• More than 7 years of operations experience with global settlements, at least two years in a similar role


• Strong Understanding of global equities. OTC equity swaps, exchange traded options and futures as well as derivative life cycle process


• Detail oriented and possess excellent communication skills


• Familiarity with many fund structures (mutual, UCIT, institutional, commingled, limited partnerships) preferred


• Ability to work flexible hours, as required

The above declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. We are an equal opportunity employer and value diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

See job description