Description
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams


Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.


As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:

+ Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.

+ Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.

+ Support compliance initiatives, including regulatory fili...