Director – Reconciliation Operations

The Director – Reconciliation Operations role offers a unique opportunity to build and lead a critical investment operations function within a growing investment management environment. This position is ideal for a strategic and hands-on leader who enjoys creating scalable processes, developing high-performing teams, and driving operational excellence. You will partner closely with senior leaders and play a key role in ensuring the accuracy and integrity of investment data across a sophisticated multi-asset platform. If you are energized by building from the ground up and making a visible impact, apply now!

Work Model:

• Hybrid

What You Will Do:

• Build, lead, and develop a high-performing reconciliation team as the function scales
• Oversee daily reconciliation of cash, positions, and investment transactions across internal systems, custodians, and counterparties
• Investigate and resolve complex reconciliation breaks through escalation, documentation, and root-cause analysis
• Partner with Investment, Trading, Accounting, Technology, and Operations teams to ensure data integrity and operational efficiency
• Serve as the reconciliation subject matter expert for new products, system enhancements, process improvements, and service provider relationships
• Drive automation, workflow optimization, reporting, and operational metrics to improve scalability and reduce risk

What You Will Need to Be Successful:

• Experience leading and developing teams while building, enhancing, or scaling operational functions within financial services
• Significant experience in investment operations, reconciliations, fund accounting, asset management, or related disciplines supported by a Bachelor's degree in a related field
• Strong knowledge of investment products and operational processes across multiple asset classes, including fixed income, structured credit, alternative investments, and private markets
• Previous experience in investment accounting, portfolio management, or reconciliation platforms, along with advanced Excel capabilities
• Strong analytical, problem-solving, communication, and stakeholder management skills in fast-paced, evolving environments

Benefits Overview:

• Medical, dental, and vision insurance

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.