Client Operations Manager

About the Company

Our client is a leading global investment advisory and portfolio management organization serving institutional and private clients worldwide. The firm specializes in delivering customized investment solutions across a broad range of asset classes, including traditional and alternative investments.

With a significant global presence and offices across North America, Europe, the Middle East, and Asia-Pacific, the organization supports a diverse client base that includes educational institutions, nonprofit organizations, family offices, and other sophisticated investors. The firm is recognized for its collaborative culture, long-term client partnerships, and commitment to operational excellence.

The organization values diversity of thought, professional development, and a merit-based environment where employees are encouraged to contribute innovative ideas and drive meaningful impact.

Primary Responsibilities

Responsible for Processes Related to Supporting Client Portfolios

Responsible for:

• Day-to-day client lifecycle management
• Client onboarding and investment change implementation
• Performance reporting
• New client onboarding
• Establishing and maintaining appropriate policies, internal controls, and documentation across multiple regions
• Aligning people, processes, and technology to create a scalable and efficient operating platform, including evaluating outsourcing opportunities

Client Trade Execution Oversight

• Ensure timely and accurate execution of all client portfolio activity
• Ensure global best practices and policies are adhered to
• Monitor and manage client custodian relationships and maintain the highest levels of service quality
• Conduct and review periodic service assessments and implement provider changes as needed
• Serve as a senior operations approver for client transactions when required

Client Reporting Oversight

• Ensure timely and accurate delivery of client performance reporting
• Develop strong partnerships with investment and client leadership teams to maintain a clear understanding of client expectations
• Support platform and technology initiatives that improve reconciliation accuracy, reporting quality, and operational scalability

Data Management

• Provide governance and stewardship over key client data
• Approve critical client data changes when necessary
• Ensure the integrity and accuracy of client data across internal systems and operational processes

Relationship Management

• Collaborate with regional and global partners across client service, research, and operational functions
• Work closely with subject matter experts throughout the organization
• Serve as a senior point of contact with internal legal and compliance teams regarding client agreements, regulatory matters, service level expectations, and documentation updates

Enhance the Business, Change the Business

• Foster a culture of continuous improvement and accountability
• Lead through innovation and operational excellence
• Ensure transformation and change initiatives are successfully embedded and sustained throughout the organization

Required Skills and Experience

Experience Requirements

• 15+ years of investment operations experience, including alternative asset transaction lifecycle expertise
• Demonstrated success leading client service operations teams and strategic operational initiatives
• Deep experience supporting alternative investments, including private equity, private credit, co-investments, hedge funds, and related strategies
• Strong understanding of trade lifecycle management, institutional client servicing, custody relationships, compliance requirements, and investment operations
• Ability to think strategically and enhance the client experience across different regulatory and operating environments
• Practical, solutions-oriented approach to addressing complex operational and investment challenges