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Managing Director Investment Operations

Work Schedule/Days:  Day / Monday - Friday 
Employment Type:  Full-Time

JOB SUMMARY

The Managing Director, Investment Operations manages and directs the financial, operational, and risk complexities of the Children's Investment Fund. This leader oversees one Investment Analyst and reports to Children’s Chief Investment Officer.

JOB RESPONSIBILITIES*

  1. Manage investment operational activities.
    • Oversee the process of ensuring obligations are settled accurately and timely.
    • Develop processes to manage and monitor exposures and counterparties.
    • Manage oversight of potential Securities Lending program and recommends changes based on market conditions.
  2. Direct operational and compliance due diligence processes.
    • Review and analyze operational due diligence risks associated with new and existing investments. 
    • Develop and implement methods and techniques to continuously monitor investments, and identifies changing risk factors. 
  3. Direct and manage fund administration.
    • Direct and oversee daily, monthly, quarterly, and annual reporting and reconciliations of portfolio valuations and performance for the Investment fund.
    • Assist in the facilitation of internal and external audit testing to ensure fund financial reporting controls are operating effectively as designed.
    • Ensure successful manager onboarding. Guarantee timely execution of subscription agreements. Coordinate manager onboarding in custodial platform and other systems/reports. Ensure that appropriate reporting is delivered to the interested parties, internal and external.
    • Coordinate manager transitions, terminations, and plan rebalancing in accordance with existing processes and procedures.
    • Monitor the plan’s current status vs. IPS, and implements processes to align it with current views of the Investment Office.
  4. Manage liquidity and cash investments.
    • Manage investment activities to ensure sufficient funds exist to cover obligations of the Investment fund.
    • Design and implement processes to analyze and report the liquidity profile of assets under management.
    • Develop and oversee the cash investment strategy to balance the requirements for liquidity and return based on fund objectives.
  5. Manage regulatory affairs and investment compliance.
    • Lead the design, implementation, and management of compliance programs for the Investment Fund to ensure the foundation is compliant with all applicable regulatory authorities.
    • Collaborate with industry experts and peer groups in developing and implementing compliance and regulatory procedures and controls to mitigate risks.
    • Review and recommend changes to the compliance and governance framework based on industry best practices.   
  6. Manage and cultivate strategic relationships.
    • Collaborate with industry experts and peer groups in developing and implementing best practices in investment administration and operational risk management. 
    • Participate in professional organizations to remain apprised of the current environment.
    • Build relationships with other areas of Children's, particularly Finance.
    • Establish, maintain, and monitor relationships with third party providers, such as custodian and consultant.

EXPERIENCE*

  • At least ten (10) years investment management experience
  • At least five (5) years experience leading, directing, and developing an operations team

EDUCATION

Bachelor's Degree in business administration, finance, accounting, or economics.

KNOWLEDGE SKILLS & ABILITIES*

  • Demonstrated proficiency in communication (written and spoken), presentation, and interpersonal skill, including a strong executive presence.
  • Strong analytical and quantitative capabilities.
  • Results orientation with ability to quickly assimilate data and communicate results.
  • Strong project management skills. Proven ability to develop project plans, provide regular updates to project sponsors, and adjust project direction as needed.
  • Ability to manage multiple complex assignments with proven ability to assess competing priorities in a high energy, fast paced environment.
  • Practical in approach—has a natural orientation to getting things accomplished quickly in a high quality way and maximizes results with available resources.
  • Demonstrated ability in leading high performing teams. Strong orientation to provide situational leadership, tailoring leadership approach based on the needs of the individual. Transparent and able to incorporate feedback into personal performance.
  • History of building and fostering trusting, sustainable relationships with key stakeholders. Able to collaborate and partner with other subject matter experts and business leaders.
  • Can effectively cope with change and easily shift gears. Willing to shift between strategy, design, and delivery. A track record of doing whatever is needed to get the job accomplished.
  • Highly effective in ambiguous environment and able to produce maximum results with little direction and guidance.
  • Self-motivated and directed, possessing an ability to motivate others.
  • Strong business acumen, client-service, and results orientation.
  • High ethical and professional standards.
  • Proficient in Excel, Word, PowerPoint and MS Project.

PREFERRED QUALIFICATIONS*

Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation is preferred.

CERTIFICATION SUMMARY

  • No professional certifications required

 

About Us:

Children’s Healthcare of Atlanta has been 100 percent committed to kids for more than 100 years. A not-for-profit organization, Children’s is dedicated to making kids better today and healthier tomorrow.

With 3 hospitals, 28 neighborhood locations and a total of 638 beds, Children’s is the largest healthcare provider for children in Georgia and one of the largest pediatric clinical care providers in the country. Children’s offers access to more than 70 pediatric specialties and programs and is ranked among the top children’s hospitals in the country by U.S. News & World Report.

Children’s has been ranked on Fortune magazine’s list of “100 Best Companies to Work For” for thirteen consecutive years and named one of the “100 Best Companies” by Working Mother magazine. We offer a comprehensive compensation and benefit package that supports our mission, vision and values. We are proud to offer an array of programs and services to our employees that have distinguished us as a best place to work in the country. Connect to our mission of making kids better today and healthier tomorrow. 

Have questions about the recruitment process?  Check out What to Expect.

Requisition #:  30383     
Location:  Park North - Harvard  -  3395 Northeast Expressway, Atlanta, GA  30341
Function:  Leadership/Management - Director/Senior Director


Nearest Major Market: Atlanta

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