NEPC, LLC · 3 months ago
Manager, Investment Operations
Las Vegas, Nevada, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$107K/yr - $148K/yr
10+ years expNEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts, and they are seeking a Manager for their OCIO Investment Operations Team. In this role, you will manage the operational infrastructure supporting OCIO client portfolios, oversee trade execution and settlement, and collaborate with various stakeholders to enhance operational efficiency.
CrowdfundingFinancial ServicesInsurance
Responsibilities
Oversee the full trade lifecycle - including trade capture, settlement, and coordination with investment managers and custodians - ensuring accuracy, timeliness, and adherence to client cash and liquidity requirements
Manage daily reconciliation and valuation processes across custodians, investment managers, and internal systems, promptly investigating and resolving breaks or discrepancies
Collaborate with portfolio managers, relationship managers, custodians, and third-party vendors to streamline operational workflows and resolve issues efficiently
Mitigate operational risk and enhance efficiency by maintaining robust internal controls, implementing quality assurance routines, and driving continuous process improvements within the OCIO team
Maintain a deep understanding of the team’s systems, infrastructure, and business processes to support operational excellence and effective oversight
Support internal consulting teams by responding to client inquiries, audit requests, and documentation needs
Serve as a key contributor to the firm’s annual SOC 1 audit, partnering closely with external auditors to provide required documentation and support testing procedures
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field
10+ years of experience in investment operations, middle office, or related financial services roles
Experience working with custodian banks and investment managers
Project management experience in operational settings
Strong knowledge of investment instruments, trade settlement processes, and reconciliation practices
Experience leading or managing teams with a focus on operational excellence
Familiarity with client onboardings, KYC/AML processes, and vendor management
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities
Excellent communication and interpersonal skills with a collaborative mindset
Strong problem-solving abilities and a continuous improvement orientation
Benefits
Annual performance bonus
Full benefits program to support your life and well-being
Company
NEPC, LLC
NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.6T assets under advisement.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-10-21Acquired
Leadership Team
M
Michael Manning
Chief Executive Officer
Devan Dewey
Chief Technology Officer
Recent News
2025-12-10
2025-12-03
Institutional Investor
2025-10-25
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