Job Description

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.

We are looking for a Private Market Operations Manager in Atlanta, Georgia or Birmingham, Alabama to join our team and help design and build a best-in-class Private Markets platform. This is a hands-on role for someone excited to shape new systems, scale operations, and drive innovation.

This person will work closely with the Chief Investment Officer and supervise the day-to-day accounting and finance administrative functions in support of the firm’s Private Markets investment activities. A successful candidate will be a self-starter and can effectively communicate internally and cross functionally. Attention to detail, problem solving skills, and a forward-thinking approach are critical in all tasks and responsibilities. This position offers a great opportunity to become a part of a team that is passionate about growth, innovation, and collaboration.

Private Market Operations Manager Responsibilities :

• Help design and manage the operational processes for Private Markets.
• Serve as a key liaison between investment, operations, compliance, and client service teams, ensuring the smooth execution, monitoring, and reporting of Private Markets investments.
• Manage the day-to-day activities of the Private Markets operations team by leading the execution of departmental goals and objectives.
• Manage all internal and external communications related to Private Markets operations, including timing of financial and tax reporting.
• Implement and design process improvements and scalable initiatives to improve the efficiency of the team.
• Coordinate with external service providers, including custodians, administrators, and auditors. Ensure all financial reporting deadlines are met on time.
• Ensure compliance with all regulatory requirements and internal policies.

Travel:

• Travel may be required at different times during the year and is estimated to be between 10% and 20%.

Qualifications and Experience:

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• Five to ten years of experience in investment operations, fund administration, or back office, with an understanding of Private Markets investment vehicles.
• Experience working in a Portfolio Management System, such as Orion or Black Diamond.
• Advanced level of Excel proficiency (Index/Match, VLookup, Pivot Tables, Data Integration, etc.).
• Self-starter that is proactive and able to anticipate the needs of those the role supports.
• Have excellent time management skills with the ability to structure responsibilities, tasks, and project management while prioritizing and ensuring deadlines are met.
• Maintain a high level of organization and have great attention to detail.
• Ability to adapt to changing priorities and conditions throughout the day or week all while continuing to respond calmly and maintain performance standards.
• Positive attitude with a willingness to learn.
• Strong communication and interpersonal skills.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer

Benefits:

• Health, Dental, and Vision benefit options
• 401K
• Twelve paid holiday days per year
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us
• Compensation commensurate with experience

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

Interested in applying?

If you believe you would be a good fit for our team and would like to be considered for this position, please apply via

Job Tags

Similar Jobs