Operations Manager

U.S. Bancorp
Milwaukee, Boston
Workplace: OnsiteFull timeUSD 126,820 - 149,200 annuallyFunction: Business OperationsExperience: 8+ yearsEducation: bachelorsSkills: ["Leadership","Organizational skills","Verbal communication","Written communication","Team-oriented"]

Manage and coordinate operational activities for a high-profile transformation project, including conversion from legacy allocation systems to Investran. Supervise a team of administrators providing accounting, administration, and investor servicing for investment companies and advisers. Serve as an escalation point for client issues, drive resolution and process changes, and proactively mitigate risk using qualitative and quantitative data. Review accounting and financial statement information for audit and tax needs and oversee complex calculations and reconciliations.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Operations Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Manage and coordinate operational activities for a high-profile transformation project, including conversion from legacy allocation systems to Investran. Supervise a team of administrators providing accounting, administration, and investor servicing for investment companies and advisers. Serve as an escalation point for client issues, drive resolution and process changes, and proactively mitigate risk using qualitative and quantitative data. Review accounting and financial statement information for audit and tax needs and oversee complex calculations and reconciliations.
Location: Milwaukee, Boston
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Manager level

Key Responsibilities

  • •Manage and coordinate operational activities for a transformation project converting legacy allocation systems to Investran.
  • •Supervise a team of administrators handling accounting, administration, and investor servicing for investment companies and advisers.
  • •Act as the trusted escalation point for client issues, directing issue resolution and process changes to support client needs.
  • •Proactively identify and mitigate risk by reviewing qualitative and quantitative data and implementing solutions to anticipate obstacles.
  • •Review accounting and financial statement information for audit and tax reviews, including documentation, setup, and complex expense/incentive fee calculations and reconciliation items.

Pay and Benefits

Salary: USD 126,820 - 149,200 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor's degree in accounting, finance, or a related field, or equivalent experience.
  • •8 or more years of experience in the alternative investments industry.
  • •Ability to lead and organize a team with proven leadership and communication skills.
  • •Thorough knowledge of portfolio accounting and the investment management industry (advanced understanding).
  • •CPA or CFA certification (preferred).
Experience:8+ yearsAlternative investmentsInvestment management
Education:Bachelor's in accounting, finance or related field
Skills:LeadershipOrganizational skillsVerbal communicationWritten communicationTeam-oriented
Certifications:CPACFA
Tech Stack:Microsoft OfficeAdventInvestranPortfolio accounting

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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