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Investment Operations Manager

Portland, Oregon - Added Jul 24th, 2020
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Core Competencies

  • Deep knowledge, commitment and personal interest in working in a diverse and inclusive work environment that places a high value on equity.  
  • Participation in promoting a positive workplace culture of collaboration, innovation and respect. 
  • Excellent interpersonal skills and ability to establish effective working relationships in a multicultural, gender-diverse, multi-ethnic environment (please refer to Meyer’s Equity Statement).
  • Engagement in equity trainings and service in related work groups as needed.
Preferred Skills and Experience
  • Bachelor's degree in a financial discipline. MBA or CFA a plus.
  • 10 years of financial experience within the investment environment, majority spent in front office support, middle office support, or asset management data quality and control.
  • Deep knowledge of controls and procedures.
  • Experience as a business partner to IT.
  • Proven track record of managing investment data which resulted in the improvement of data used. 
  • Knowledge of BI tools, investment reporting software, and data analytics applications such as FactSet and Bloomberg.
  • Working knowledge of investment management and portfolio structures, e.g. performance measurement, liquidity management, total return, attribution and related business and client reporting.
  • Demonstrated skills in leadership and in building positive business partner relationships.  Proven consulting and project management skills.
  • Strong problem solving, decision-making, organizational agility with interpersonal skills. Strong communication skills and ability to influence others within a matrix environment. Strong technical skills and analytic orientation.
  • Experience with general business systems and ability to quickly adapt to internally built applications.
  • High energy level, intellectual curiosity, proactive approach and sense of urgency.
  • Flexible with ability to manage time and juggle multiple priorities.


EQUITY Our goal is to make equity as much a part of our everyday operations, as it is a part of Meyer Memorial Trust’s mission: To contribute to a flourishing and equitable Oregon. We believe if we really want to achieve a flourishing Oregon, we cannot get there without equity. 

Job ID: 8326

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