Data Operations Manager San Francisco Bay Area Marin County

ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm / Multi-Family Office on a data management role. They are seeking a highly versatile and independent individual with strong communication skills and the ability to collaborate effectively within and outside the organization.

This boutique firm partners with UHNW individuals/families, endowments and foundations and specializes in providing informed decisions in all financial areas – investments, tax/estate planning, philanthropy, and next generation education. The firm prides themselves on high touch relationships with their clients and a supportive, collaborative team environment. They embrace a culture where every employee is valued, has a voice, and makes a noticeable impact.

Data Operations Manager Qualifications:

• Bachelor’s degree with relevant coursework or work experience in accounting and/or operations.
• Skill in accounting software, preferably Quicken/QuickBooks.
• Experience with Microsoft especially Excel and Word.
• Highly organized and meticulous with data management.
• Ability to work independently, approach problems logically, and apply available options to create effective communications.
• Ability to work in a small team environment with an exceptional client service culture.
• Versatile, with the ability to take on various types of tasks and projects while meeting deadlines.
• Familiarity with Addepar is helpful, but not required.

Data Operations Manager Rewards:

• Tremendous opportunity for continued growth and professional development with regular interaction with Partners/C-level.
• Collaborative culture and fun, energetic team atmosphere.
• Well managed and growing organization with an excellent reputation.
• Flexibility and work/life balance are the ‘norm’ and welcomed.
• Competitive salary and excellent benefits.

Data Operations Manager Responsibilities:

• Responsible for full management/coordination of their file management system, retrieving, scanning, and saving all documents.
• Fully responsible for managing investment related documents in the Canoe software platform including mapping data, naming files, and ensuring timely receipt of documents.
• Exporting transactions and valuations from Canoe to their reporting system along with reviewing performance.
• Management of firm email inboxes.
• Account maintenance.
• Assist in-house CPA with various tax related documents and processes.
• Shared office and compliance tasks including but not limited to managing various Excel schedules (i.e. cost basis information and undistributed stocks), retrieving data for analysis, and wire transfer compliance testing.
• Assisting with account reconciliations by ensuring proper coding of transactions.
• Preparation of various administration forms.

Please contact Jennifer Crook, Executive Recruiter, International Search Consultants. [email protected] , 800-319-9670.

Referrals – Do you know someone who may be a fit?

We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp Data Management Professionals and ideally candidates that are not looking – whose name comes to mind?