Job description
We are seeking a well-rounded financial services operations person with hands-on experience developing an institutional quality back office and interfacing directly with sophisticated investors. The ideal candidate is a detail oriented, self-starting team player who thrives in an entrepreneurial culture, and who has a proven track record of building systems and leading organizational growth in a finance or investment management environment.
Key Responsibilities
- Create trade processes, implement control mechanisms, and establish internal operations procedures including implementing an OMS/PMS
- Examining & reconciling post-trade processes such as clearing of trades
- Develop and implement risk management policies, systems and procedures
- Collaborate with the Firm’s compliance consultant to build and enforce compliance best practices and manage SEC reporting.
- Oversee processing of fund administrator’s monthly net asset value and investor subscriptions and redemptions.
- Assist with annual fund financial statement audit process and related tax statement preparation.
- Assist in preparing marketing materials, including letters, presentation materials and DDQs
Experience/Requirements
- 5+ years in a role in finance or investment management, including hands-on experience working in an institutional-quality back office and interfacing with investors
- An undergraduate degree (or higher) with a strong academic record
- Passion for building organizations, investing and alternative investment strategies
Interested candidates please submit CV to:
About Unison
Unison is an investment management firm that utilizes a fundamentals-driven approach to manage a global portfolio of publicly traded companies.
Guided by our buy-and-hold philosophy, we target businesses, across sectors and market caps, of exceptional quality with enduring competitive advantages. We buy these businesses only when they trade at attractive prices, and we hold them throughout their most productive years.
The Firm has a successful 7-year track record with a stable capital base and AUM over $250 MM.