Director of Trade Operations

Description:B

oyd Watterson offers a highly competitive total compensation package. Our benefits include: M

• edical, Dental & Vision Plans C
• ompany paid Life Insurance H
• ealth Savings Accounts F
• lexible Spending Accounts 4
• 01(k) plus match P
• aid Time Off (PTO) and HolidaysA

 winner of the prestigious Northcoast 99 award, Boyd is recognized as one of the top 99 employers in Northeast Ohio. This means we put our employees first. Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment.

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ompany Overview B

oyd Watterson Asset Management, LLC is an independent investment advisor specializing in real estate, fixed income, and equity products. We provide investment solutions to a broad range of institutional clients and to high-net-worth clients, mainly through intermediaries.

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ur investment strategies focus on stable income with a moderate risk profile. The real estate products are mainly delivered through private funds that primarily own and operate commercial buildings under lease to agencies of the US government, and state and local governments. Our fixed income and equity products are delivered through separately managed accounts, mutual funds, and intermediaries. 

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he Opportunity

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he Director of Trade Operations works in our Cleveland, Ohio corporate office and manages both shareholder services and operations. This position is responsible to ensure daily back-office operations run efficiently, processes and procedures are followed (both internally and by external partners), and that client service is exemplary.

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ompany Overview

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oyd Watterson Asset Management, LLC is an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.

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ur fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield. Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide. We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions.Requirements:D

• efine, implement and maintain processes and procedures for servicing private and public funds.W
• ork in close partnership with product and technology teams to enhance and automate key operational processes, and to develop and enhance product, management, and other reporting, targeting both efficiency and scale.P
• rovide oversight of service providers as applicable.W
• ork with legal department to ensure compliance with applicable laws and regulations (SEC, DOL, FINRA, ERISA, etc.)S

hareholder servicesO

• versee reconcilement, performance, trade settlement, new accounts, account maintenance, proxies, regulatory mailings, and assistance in support of Fixed Income personnel.M
• onitor completion of client statements and booklets.M
• onitor production schedules for trade settlement, client statements.M
• onitor accounts for assignment by custodians to auto-reconcilement system.S

upervision of operations teamO

• versee the supervision of staff, fostering a culture of continuous improvement.M
• onitor workflows, identify backlogs, and assist staff in resolution of problems as needed.D
• etermine cross training needs to ensure coverage during absences.C
• onduct performance reviews and provide counseling as needed.E

ducation, Skills, Personal Characteristics and Work Experience Requirements:B

• achelor's degree in finance, accounting, or other business-related field; Master's Degree and/or CPA or other accounting designation is a plus1
• 0+ years of Accounting and Operations experience. S
• ecurities Operations experience preferredU
• nderstanding of product management processes is a plusP
• revious supervisory experience necessaryP
• roven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environmentS
• trong verbal, written, and interpersonal communication skillsP
• assion for the application of innovative technologyW
• illingness to learn new topics and work in an evolving business environmentG
• ood problem solving and analytical skillsO
• rganized and detail oriented with big picture capability