Senior Portfolio Manager, Investment Operations & Services jobs in United States
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CalSTRS · 11 hours ago

Senior Portfolio Manager, Investment Operations & Services

CalSTRS is seeking an experienced individual for the role of Senior Portfolio Manager on the Investment Operations & Services team. This position involves overseeing middle-office operations and investment business services, managing operational risks, and ensuring effective communication between Investment Services and Investment Divisions.

Employee BenefitsGovernmentRetirement
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Growth Opportunities

Responsibilities

Experience overseeing core middle office functions for internal and external investment activities
Experience leading investment operational frameworks across varying fund structures in both public and private strategies
Experience overseeing the design and implementation of an operational risk and diligence framework
Experience overseeing investment-related business services, including procurement, human resources coordination, budgets, travel, and related administrative functions
Experience in effectively communicating complex information to a board or similar body, executive leadership, high-level policymakers, stakeholders, and team members
Ability to create and implement a strategic forward-looking operational roadmap
Ability to offer succinct, value-added recommendations, exercise sound judgment, and make effective decisions
Experience developing and leading a diverse and broad range of staff
Ability to work collaboratively across multiple investment decisions
A high degree of initiative, professionalism, confidentiality, and ability to work well under pressure in a fast-paced environment

Qualification

Investment operational frameworksOperational risk frameworkMiddle office functionsStrategic operational roadmapInvestment-related business servicesProfessionalismEffective communicationDecision makingTeam leadershipCollaboration

Required

Experience overseeing core middle office functions for internal and external investment activities
Experience leading investment operational frameworks across varying fund structures in both public and private strategies
Experience overseeing the design and implementation of an operational risk and diligence framework
Experience overseeing investment-related business services, including procurement, human resources coordination, budgets, travel, and related administrative functions
Experience in effectively communicating complex information to a board or similar body, executive leadership, high-level policymakers, stakeholders, and team members
Ability to create and implement a strategic forward-looking operational roadmap
Ability to offer succinct, value-added recommendations, exercise sound judgment, and make effective decisions
Experience developing and leading a diverse and broad range of staff
Ability to work collaboratively across multiple investment decisions
A high degree of initiative, professionalism, confidentiality, and ability to work well under pressure in a fast-paced environment

Preferred

A professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analyst (CAIA)

Benefits

Incentive compensation
5% monthly base pay differential
Relocation benefits may be available

Company

CalSTRS

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Established in 1913 to provide retirement benefits to California’s public school educators from prekindergarten through community college.

Funding

Current Stage
Late Stage

Leadership Team

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Cassandra Lichnock
Chief Executive Officer
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Scott Chan
Chief Investment Officer
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Company data provided by crunchbase