Description :
Boyd Watterson offers a highly competitive total compensation package. Our benefits include :
- Medical, Dental & Vision Plans
- Company paid Life Insurance
- Health Savings Accounts
- Flexible Spending Accounts
- 401(k) plus match
- Paid Time Off (PTO) and Holidays
A 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.
Company Overview
Boyd 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.
Our 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.
The Opportunity
The 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.
Company Overview
Boyd 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.
Our 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 :
- Define, implement and maintain processes and procedures for servicing private and public funds.
- Work 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.
- Provide oversight of service providers as applicable.
- Work with legal department to ensure compliance with applicable laws and regulations (SEC, DOL, FINRA, ERISA, etc.)
Shareholder services
- Oversee reconcilement, performance, trade settlement, new accounts, account maintenance, proxies, regulatory mailings, and assistance in support of Fixed Income personnel.
- Monitor completion of client statements and booklets.
- Monitor production schedules for trade settlement, client statements.
- Monitor accounts for assignment by custodians to auto-reconcilement system.
Supervision of operations team
- Oversee the supervision of staff, fostering a culture of continuous improvement.
- Monitor workflows, identify backlogs, and assist staff in resolution of problems as needed.
- Determine cross training needs to ensure coverage during absences.
- Conduct performance reviews and provide counseling as needed.
Education, Skills, Personal Characteristics and Work Experience Requirements :
- Bachelor's degree in finance, accounting, or other business-related field; Master's Degree and / or CPA or other accounting designation is a plus
- 10+ years of Accounting and Operations experience.
- Securities Operations experience preferred
- Understanding of product management processes is a plus
- Previous supervisory experience necessary
- Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
- Strong verbal, written, and interpersonal communication skills
- Passion for the application of innovative technology
- Willingness to learn new topics and work in an evolving business environment
- Good problem solving and analytical skills
- Organized and detail oriented with big picture capability
PId67f91e168ec-26289-35456197
Director of Trade Operations
The Director of Trade Operations works in our Cleveland, Ohio corporate office and manages both shareholder services and operations. A winner of the prestigious Northcoast 99 award, Boyd is recognized as one of the top 99 employers in Northeast Ohio. We value the insights and perspectives of a broad...
Director of Trade Operations
The Director of Trade Operations works in our Cleveland, Ohio corporate office and manages both shareholder services and operations. A winner of the prestigious Northcoast 99 award, Boyd is recognized as one of the top 99 employers in Northeast Ohio. We value the insights and perspectives of a broad...
Director of Operations
One year of full-time paid work experience with supervision of employees, development, oversight, and/or supervision of programs or services and financial management of an organization. Director of Operations Job Description. Increase your chances of an interview by reading the following overview of...
Director of IT Operations
Flexjet is currently seeking a Director of IT Operations who will be responsible for driving strategic technology initiatives and overseeing the planning, implementation and maintenance of technology operations while ensuring the effective and efficient delivery of IT Services. Supervising and ensur...
RN, Division Director of Clinical Operations
Division Director of Clinical Operations covering clinical operations for 30 of our skilled nursing homes in the State of Ohio. The successful candidate for the RN Division Director of Clinical Operations position will enjoy a competitive salary, based on experience, PTO plans, and a menu of benefit...
Director of Technical Operations OR Laboratory Director in Ohio
Laboratory Director or Director of Technical Operations opening at a state-of-the-art laboratory located outside of Cleveland, Ohio! This organization is looking for a hands on AND seasoned laboratory director to help them build their team of supervisors and technologists and technicians. This organ...
Director of Clinical Operations (NP, DNP, or MSN)
PHP Director of Clinical Operations. The PHP DCO will provide oversight of the management of clinical operations within PHP. Practice ethically and in accordance with the Scope and Standards of Practice of their profession and Board Certification. Master of Science in Nursing, Doctor of Nursing Prac...
Market Director of Operations (VBC - OH, PA)
Prior experience as Director of Strategy, General Management, Operations, or similar role supporting enterprise-level initiatives or prior experience within healthcare or operations leadership. DaVita offers a variety of programs to help strong performers grow within their career and also offers on-...
Director of Operations
Chick-fil-A - Immediate Director of Operations In Training. We are seeking a highly skilled and motivated individual to join us as the Director of Operations In Training. This role offers a unique opportunity to enhance your leadership skills, drive operational excellence, and grow within our organi...
Director of Commercial Brokerage Operations - (REMOTE)
As a global full-service real estate brokerage utilizing a 3-D, fully immersive, cloud office environment, offering 24/7 access to collaborative tools & training, eXp has broken the traditional mold of real estate. Come join us at eXp Realty - a 7x Glassdoor Best Places to Work organization!What you...