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The Operations Consultant will manage operational processes, oversee client onboarding, and support integrations in financial technology. Key responsibilities include handling reconciliation, documenting requirements, and advising on operational efficiency.

Lead and mentor an Investor Services team; manage investor transactions (subscriptions, redemptions, transfers); serve as primary client contact; ensure accurate investor communications and regulatory compliance; improve workflows; collaborate with accounting, legal, and compliance; provide training, participate in due diligence, and prepare management reports and performance metrics.

Lead mutual fund tax compliance and reporting for RICs, ETFs, and UITs; oversee tax returns, dividend and capital gains distributions, provisions, tax planning, and regulatory research; manage audits and external inquiries; implement tax strategies and process/technology improvements; mentor and develop a team; collaborate with accounting, legal, compliance, and portfolio teams.

Support daily middle-office operations including trade affirmation/confirmation across asset classes, cash and position reconciliations, corporate action processing, investigating trade discrepancies and settlement issues, producing operational reports, and improving processes while supporting portfolio managers and stakeholders.

Execute and optimize lead-generation, email, event, webinar, web, and nurture marketing campaigns. Build, QA, launch, and monitor programs in Marketo, validate audience targeting with Salesforce, troubleshoot integrations, maintain documentation and processes, manage campaign requests via ticketing, and support campaign reporting and operational improvements.

Prepare and review financial statements, work papers, and monitor investment transactions. Support audits and interact with clients, ensuring timely deliverables.

The VP of Product Management will drive product strategy and execution for the Alternative Investments segment, focusing on market insight, product lifecycle, and team leadership to achieve business growth.

The Associate Manager in Hedge Fund Accounting will prepare fund reports, manage fund reconciliations, oversee trading and general ledger activities, and lead a team in ensuring accuracy in fund accounting.

Lead teams in providing fund administration services, oversee financial statement preparation, manage audits, and implement operational improvements.

The role involves managing platform services and products for DealCentre and FundCentre, emphasizing P&L management, strategic positioning, and team leadership. Responsibilities include driving cloud infrastructure strategy and ensuring security compliance while aligning platform capabilities with market needs.