Director Of Investment Services
CurrentResponsible for management and oversight of the daily activities of Investment Department’s back-office operations as it relates to accounting and custody positions, transactions, portfolio reconciliations, performance and risk reporting, financial database/document management, and general workflow. Coordinates across various departments to ensure timeliness and accuracy of settlement for all trades and all investment back-office related processes and works proactively to address any exceptions. Accountable for all aspects of the day-to-day relationships with multiple third-party service providers, including the custodian bank. Engages in continuous review of investment back office policies and procedures, and provides recommendations to senior leadership on increasing efficiencies. Serves as a resource for ad hoc requests involving various aspects of back office functions, working closely with diverse internal and external stakeholders, including outside consultants, in-house and externally contracted legal professionals, the Board of Trustees, and investment team.