Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $16 billion in fixed income, equity, and alternative investment strategies. We manage separate accounts for our nationally based, institutional clients. LIM is a certified Women’s Business Enterprise and an affirmative action – equal opportunity employer. LIM provides a small firm environment with comprehensive investment industry exposure. In addition to salary, we offer an attractive benefits package.
Job Description
LIM is seeking a Portfolio Operations Manager to provide excellent back-office support to our growing fixed income, absolute return, and equity strategies. This position requires prior successful experience leading, managing, engaging, and developing a team; building and managing custodian, counterparty, and service provider relationships; and prioritizing high‐quality effective ongoing operations while driving forward real progress on projects and initiatives.
Primary Responsibilities:
- Leading and managing the Portfolio Operations team in timely, efficient, and successful execution of daily, monthly, and ad‐hoc tasks, including but not limited to, daily reconciliation, trade processing , settlements, corporate actions, performance, monthly client statements and billing etc.
- Taking ownership for operational issues that are raised and providing resolution and/or escalating in a manner that considers the impact to both internal and external parties;
- Leveraging strong portfolio operations expertise to assist clients, custodians, administrators, and auditors in handling more complex issues, and liaising effectively both internally and externally to deliver a resolution;
- Assisting in maintaining data integrity across all internal systems, with a full understanding of all dataflows and troubleshooting;
- Driving ongoing process improvement on all levels – daily operations, project management, and strategic implementations – to constantly improve the efficiency, quality, and completeness of operations with a growth mindset
Qualifications:
- Minimum of 7-10 years of relevant experience is required, with a pattern of steady increases in expertise and responsibility
- At least 1-2 years in a supervisory role, with a strong emphasis on leading, engaging, and developing a team
- Solid knowledge across a broad range of asset classes, including: US fixed income securities (e.g. TIPS, municipals, ABS, CMBS, FRN), distressed, privately‐held securities, derivatives, US and global equity
- Outstanding Excel skills required; familiarity with Bloomberg, and DTCC post-trade applications and high degree of comfort working with IT on daily troubleshooting and projects.
- Ability to handle multiple tasks simultaneously, with great accuracy, organization, attention to detail, and follow-through.
Qualified applicants should submit a cover letter and their resume using the form below.