Manager, Performance & Reconciliation jobs in United States
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Fort Washington Investment Advisors, Inc. ยท 1 day ago

Manager, Performance & Reconciliation

positionCincinnati, OH
timeFull-time
remoteOnsite
seniorityMid, Senior Level

Fort Washington Investment Advisors, Inc. is part of Western & Southern, a Fortune 500 company committed to employee growth and community service. The Manager, Performance & Reconciliation is responsible for overseeing performance and reconciliation functions, ensuring compliance with GIPS standards, and managing a team to enhance operational efficiency.

Financial Services
Hiring Manager
Kristen Wentzel
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Responsibilities

Responsible for all aspects of the calculation and delivery of portfolio and composite performance on a daily, monthly and quarterly basis for the Institutional and Private Client Group lines of business
Oversees daily and monthly reconciliation of transactions and holdings between FWIA, Bloomberg and custodian banks (approximately 1,200 accounts at 45 custodians)
Develops framework to increase the efficiency and decrease the risk for error within the performance department by maximizing the effectiveness of technology used
Participates in the hiring process for new associates and plays lead role in onboarding of new associates by overseeing training program and creating plans with content, milestones and goals
Partners with Director, Performance and Reconciliation, on direction for performance function. This includes developing overarching objectives and vision for the department
Assists in all internal audit, GIPS, SEC and NASD examinations as needed

Qualification

Investment Management softwareFinancial services experienceLeadership experienceAccounting knowledgeOperations knowledgeCompliance knowledgeCoaching skillsCustomer service skills

Required

Proven understanding and experience of the financial services industry as well as proven associate development experience
Demonstrated leadership experience managing associates, including coaching and development
Demonstrated overall strong business knowledge in accounting, operations, customer service, systems and compliance
Extensive experience with Investment Management software

Preferred

Bachelor's Degree required with a focus in finance or accounting preferred

Benefits

Medical, dental, vision, and life insurance.
401(k) savings plan with pension options.
Paid time off increasing with tenure.
Tuition reimbursement and individualized career development plans.
Parental leave and maternity leave with a 4-week transition back to work.
Access to on-site amenities like a fitness center, cafeteria and more.
Extensive employee discount program.

Company

Fort Washington Investment Advisors, Inc.

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Fort Washington Investment Advisors, Inc.
dateFounded in 1990
location
Cincinnati, OH, US
people-size51-200 employees
web-link
http://www.fortwashington.com

Funding

Current Stage
Growth Stage

Leadership Team

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Maribeth Rahe
President & CEO
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Amy L. Mickey
Executive Assistant to the President & CEO
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Company data provided by crunchbase