Accountable for the oversight and coordination of operational requirements of all U.S. Evergreen products, including Separately managed accounts, Collective Investment Trusts, and SEC-registered Funds
Job Summary
Accountable for the oversight and coordination of operational requirements of all U.S. Evergreen products, including Separately managed accounts, Collective Investment Trusts, and SEC-registered Funds.
Partner with Product Manager, Portfolio Manager, Private Wealth sales team, and firm operations leaders to ensure effective operational execution and risk management.
Support external Fund Board(s) of Trustees accountable for the overall management of the Funds and work with Legal and Compliance functions to seek Board approvals.
Matching Summary
Accountable for the oversight and coordination of operational requirements of all U.S. Evergreen products, including Separately managed accounts, Collective Investment Trusts, and SEC-registered Funds.
Salary
Base: $167,000.00 - $283,000.00; Bonus/Equity: Eligible for discretionary annual bonus; Benefits: Comprehensive total rewards package
Skills & Requirements
Must-have
SEC-registered Funds oversight
Investment Company Act experience
Separately Managed Accounts
Collective Investment Trusts
cross-functional collaboration
issue prevention and resolution
Nice-to-have
change-management mentality
continuous improvement mindset
entrepreneurial spirit
innovative thinking
low turnover culture
Key Requirements
12-15+ years of experience
Experience with SEC-registered investment companies