Operations Manager

Robert Half • San Francisco, CA • 1h ago

Description

Jeff Abrams is looking for an Operations Manager to lead performance reporting and oversight activities for investment products for his client. This role is responsible for ensuring the accuracy, consistency, and timely delivery of fund and composite performance information used across client reporting, public materials, and internal reporting. The ideal candidate brings deep experience in investment operations, strong knowledge of performance measurement practices, and the ability to guide a small team through recurring and ad hoc deliverables.

Responsibilities:

Direct daily oversight of mutual fund performance reconciliations, pricing validation, and distribution control checks, ensuring all results are reviewed before release.

Monitor performance-related information published on external web platforms and verify that displayed data remains accurate and current.

Lead the preparation and quality review of monthly internal performance reporting for mutual funds and ETFs, confirming completeness across all required data points.

Coordinate monthly production of model and composite performance materials, including asset and flow reporting, calculation support, and collaboration with Sales on breakout reporting and data transfers.

Manage recurring client performance reporting activities and maintain composite records to support ongoing accuracy and regulatory alignment.

Review growth and turnover calculations, approve monthly outputs, and oversee the timely posting of finalized figures to internal and external reporting channels.

Supervise the submission of performance data to third-party providers and work with external vendors to resolve reporting issues or data discrepancies.

Support annual presentation development, audit-related requests, product launches, tax gain and loss reporting coordination, and other special projects as needed.

Coach and cross-train team members across daily, monthly, and annual workflows while promoting process improvements, including the use of AI-assisted tools where appropriate.

If you are interested in this role, please reach out to Jeff Abrams via LinkedIn

Requirements - At least 7 years of experience in investment operations, fund performance measurement, or investment reporting environments.

Bachelor's degree in finance, accounting, business, or a closely related field.

Demonstrated experience calculating and maintaining performance records for mutual funds, ETFs, composites, or separately managed accounts.

Working knowledge of industry performance standards and reporting practices applicable to investment products and composites.

Prior experience leading, mentoring, or training small teams responsible for reporting or operational deliverables.

Familiarity with external data vendors, reporting platforms, and coordination with third-party service providers.

Strong analytical skills with the ability to investigate data exceptions, validate results, and escalate issues when necessary.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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