AVP/VP Investment Operations

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment Management, Real EstateIndustries

Requirements

Candidates should possess a Bachelor's degree with 8-10 years for AVP or 10+ years for VP of relevant experience in asset management, an insurance company, or a related field, with a Master's degree being a plus. Experience with Geneva and/or Clearwater is advantageous. A proven history of managing investment operations teams and complex transformation projects is required, along with a solid understanding of Fixed Income asset classes and derivatives instruments. Strong analytical, problem-solving, communication, and interpersonal skills are essential, as is proficiency in Microsoft Office, with VBA and Visio experience being beneficial. The ability to work independently to solve complex problems is also necessary. Applicants must be authorized to work for any employer in the U.S.

Responsibilities

The Assistant Vice President / VP will oversee Investment Operations teams supporting a substantial real estate portfolio, including commercial and residential mortgages and equity. Responsibilities include managing asset setup for new securities and structured transactions, coordinating with the Portfolio Management team, and building infrastructure in investment management platforms. The role involves setting up SPVs, managing the funding and settlement of deal flow, overseeing ongoing asset lifecycle management, and reviewing cash and asset movements. Additionally, the position requires interfacing with and managing relationships with third-party servicers and coordinating activities with various internal departments such as Investment Accounting and Risk. The individual will also be responsible for identifying process enhancements, developing implementation programs, and supervising, training, and mentoring direct reports.

Skills

Investment Operations

Real Estate Portfolio Management

Commercial Mortgages

Residential Mortgages

Commercial Real Estate Equity

Residential Equity

Asset Setup

Securities

Structured Transactions

Investment Management Platforms

LMS

Geneva

SPV Setup

Loan Settlement

Asset Settlement

Loan Participation

Asset Participation

Asset Lifecycle Management

Principal Remittances

Interest Remittances

Pay-downs

Pay-offs

Coupon Updates

Factor Updates

Multi-tasking

Supervision

Team Management

Global Atlantic Financial Group

Provides capital and risk management solutions

About Global Atlantic Financial Group

Global Atlantic Financial Group specializes in providing capital and risk management solutions for global retirement and life insurance companies. They offer products like annuities, which provide a steady income stream for retirees, and focus on building long-term partnerships by understanding their clients' financial goals. The company generates revenue through fees and premiums from their financial products and emphasizes a culture of integrity and commitment to clients and communities. Their goal is to create tailored solutions that meet the specific needs of their clients.

New York City, New YorkHeadquarters

2004Year Founded

$986.7MTotal Funding

BUYOUTCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees