Manager of Investment Operations

Based in the Charlotte NC area,  the Manager of Investment Operations is a part of the Novant Asset Management Company’s Investment Operations Team and supports efforts related to the overall operational management of the Investment Pool.

Responsibilities will include managing a small team whose duties include custodial relationships, internal reporting, transaction processing, timely payment of expenses, modeling of cash flows, budgeting, audit, compliance, investment performance analysis, and analytics development to support the investment decision making process.

The Manager will also be responsible for initial and ongoing operational due diligence as related to the Investment Pool’s service providers (i.e. custodian, investment managers, consultants, etc.) and to develop policies and procedures.

In addition, the Manager will manage relationships with non-investment related service providers to the Investment Pool including legal, tax, compliance, banking, and other consulting partners.

The Manager should enjoy working in a collaborative environment, is organized, can work self-directed, and has a desire to learn about public investment characteristics and modeling approaches.

Come join a remarkable team where quality care meets quality service, in every dimension, every time.

#JoinTeamAubergine #NovantHealth Let Novant Health be the destination for your professional growth.

At Novant Health, one of our core values is diversity and inclusion. By engaging the strengths and talents of each team member, we ensure a strong organization capable of providing remarkable healthcare to our patients, families and communities. Therefore, we invite applicants from all group dynamics to apply to our exciting career opportunities.

• Education: 4 Year / Bachelors Degree, required. Bachelor’s Degree (or equivalent) in Accounting, Finance, Economics, Business Administration, Statistics or other related fields will be strongly considered. Graduate Degree, preferred.
• Experience: Minimum five years of relevant experience in an endowment, foundation, pension, fund-of-funds, Custodian or asset management company setting, required. 10+ years experience of involvement evaluating portfolio risks and exposures, preferred.
• Licensure/Certification: CPA, CFA / CAIA / FRM, preferred.
• Additional Skills (required):
  • Excellent communication and presentation skills with a strong understanding of the financial markets and the investment environment
  • Strong organizational skills and the ability to collaborate and thrive in a team setting
  • Proficiency in support infrastructure such as Excel, PowerPoint, Word, Burgiss Private i, custodian systems, etc.

Responsibilities will include managing a small team whose duties include custodial relationships, internal reporting, transaction processing, timely payment of expenses, modeling of cash flows, budgeting, audit, compliance, investment performance analysis, and analytics development to support the investment decision making process.

The Manager will also be responsible for initial and ongoing operational due diligence as related to the Investment Pool’s service providers (i.e. custodian, investment managers, consultants, etc.) and to develop policies and procedures.

In addition, the Manager will manage relationships with non-investment related service providers to the Investment Pool including legal, tax, compliance, banking, and other consulting partners.

The Manager should enjoy working in a collaborative environment, is organized, can work self-directed, and has a desire to learn about public investment characteristics and modeling approaches.

It is the responsibility of every Novant Health team member to deliver the most remarkable patient experience in every dimension, every time.

• Our team members are part of an environment that fosters team work, team member engagement and community involvement.
• The successful team member has a commitment to leveraging diversity and inclusion in support of quality care.
• All Novant Health team members are responsible for fostering a safe patient environment driven by the principles of "First Do No Harm".