Business Operations Specialist

Barrow Hanley Global InvestorsDallas, TX, US

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Job Description

About Barrow Hanley Global Investors : Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.

Job Description : This is a high-profile role in the organization working closely with the firm’s executives and parent company teams. The Business Operations team plays a critical role in managing day-to-day activity in the firm, supporting strategic initiatives, new ventures, and the organization. The Business Operations Specialist works closely with the Chief Operating Officer and internal stakeholders on new business projects and business improvement projects to optimize business processes by applying proven methodologies and leveraging cutting-edge technology to give the firm a strategic and competitive advantage, and business support. Business Operations partners with all areas of the firm to deliver sales, trading, and asset management capabilities to clients around the world. Alongside this vital service delivery role, Business Operations oversees essential risk management and controls to preserve and enhance the firm’s services and reputation. Business Operations activities span all product lines, markets, and functions.

Key Responsibilities

Coordinate workflow and support COO to implement new business ventures and improvements,
Perform business and data analysis, maintain spreadsheets of business data,
Assist with document preparation, retrieval, and retention,
Assist with or manage wide range of projects and deliverables,
Support project management and vendor oversight, including leading projects, and collaborate with other departments to support new application implementations, product development, and process improvements,
Knowledge of SEC, DOL, State, and foreign securities regulations and business regulations and ability to apply regulations to business processes on a practical level,
Interface with parent company on new projects,
Work closely with Sales and RFP teams on RFPs, DDQs, and new and / or amended Investment Management Agreements,
Work closely with other teams across all areas of the firm and treat co-workers as internal clients.

Skills and Abilities

Strong technology skills and ability to master new technology,

High EQ, strong diplomatic skills, client service oriented to advance business goals, interact with others to contribute to high performance teams, and act as a representative of the COO and / or other executives,

Effective written and verbal communication and strong interpersonal skills,

Strong organizational skills, detail oriented with a high degree of accuracy,

Ability to handle and prioritize multiple assignments while working under pressure to meet important deadlines,

Excellent critical thinking and analytical skills,

Adaptability, open to new ideas and improved processes,

Team player, ability to work with teams to project completion, and build collaboration for new initiatives,

Ability to effectively work and communicate with all levels of investment team members, staff, external counsel, employees of parent company, vendors, and clients,

Must be able to keep information confidential.

Qualifications

Bachelor’s degree in finance, business, or related is required

3+ years’ experience in financial services or asset management

Paralegal experience or legal training strongly preferred

Highly proficient in Microsoft Office suite (Excel, Word, Power Point, Outlook), Salesforce, and other financial services applications

This job is not eligible for visa sponsorship

Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law.

Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm’s related policies, please email HR at KHerring@BarrowHanley.com.

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Operation Specialist • Dallas, TX, US