Operations Transformation Manager

Crestline Investors, Inc. is seeking an Operations Transformation Manager to manage strategic initiatives aimed at optimizing Investment Book of Record (IBOR) operations, developing process improvements, and facilitating organizational change.

Requirements

• Design operational workflow and controls for trade capture, reconciliation, and reporting
• Optimize market and security master data workflows including consumption, maintenance, and hierarchy.
• Manage portfolio analytics and reporting development
• Lead enterprise technology testing and implementation for operations and portfolio management functions
• Collaborate with cross-functional teams to implement change initiatives.
• Train and develop operations teams on workflow and deployed technology.
• Communicate requirements and status with project management, technology, and third-party stakeholders
• Identify operational risks and mitigate through technological processes.