Home
/
Account Management
/
Director Investment Operations
Director Investment Operations-March 2024
Morristown
Mar 29, 2026
ABOUT FIRST CITIZENS BANK
First Citizens Bank is a full-service financial institution with nearly 550 locations nationwide.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Director Investment Operations

  Overview

  The Director of Investment Operations is a key leader in the Global Finance Organization and is responsible for overseeing the Investments Operations Team which is comprised of Middle Office and Back Office. Investment Operations Middle Office and Back Office support multiple trading desks such as Treasury, Commercial Finance Capital Markets, and Consumer Finance.

  The primary area of focus for the Middle Office team are Collateral Management, Data Investments Management, Investment Compliance, and Portfolio Reporting and Analytics. Back-office team primarily focuses on Portfolio Monitoring and Administration, Reconciliations, and Disbursement Execution.

  Responsibilities

  As a Director of Investment Operations, you will have management responsibilities for two direct report and a total team of twelve people.Provide ongoing leadership, mentoring and professional development opportunities and feedback through daily interactions, weekly check-ins and the Bank's annual goal setting and review process.Responsible for oversight and management of day-to-day investment operations and portfolio administration such as end-to-end daily trade flow, custodial integration, pre-trade/trade/post-trade implementation, documentation, execution, reconciliation, monitoring & reporting.Facilitate strategic vendor integration (e.g., ABOR, IBOR, OMS, Collateral) and implementation in partnership with IT, Treasury, Commercial Capital Markets, and key other internal and external stakeholders.Identifying gaps and provide actionable insights in our current investment operations system regarding ways to reduce risk and/or improve efficiency.Develop and manage relationships with custodians, brokers, portfolio accounting platform, and other service providers.Collaborate with Client Relationship Managers and Portfolio Managers to optimize cross-functional workflows that provide best-in-class client service.Proactively monitor and maintain Compliance and Investment Operational standards, policies, procedures and controls for consistent team alignment and client experienceRecommend and implement improvements to Investment Operations processes. Qualifications

  Bachelor's Degree and 10 years of experience in Bank Treasury OR High School Diploma or GED and 14 years of experience in Bank Treasury.

  Preferred Qualifications:

  Bachelor's degree in finance, accounting, or related fields. Advanced degree is preferred but not required.A minimum of 10+ years of experience in Treasury Operations, Investment Operations, or other Treasury functions is required.Highly collaborative; adept at working in a fact paced environments.Strong analytical, time management and managerial skillsStrong product knowledge in repo, collateral, fixed Income bonds, FX, P&L, and interest rate swapsMust be able to effectively build and develop talent and manage performance of the team, which will require oversight of the day-to-day workflow, review departmental work for quality and accuracy, train staff with professional knowledge, and openly share experience.Ability to manage a team in a virtual/remote setting across multiple time zones.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Engagement Manager - Mulesoft
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Sal
Relationship Banker - Ashland Financial Center
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Account Manager III
Job Description Position Summary: As our new Sales Specialist you are a key member of our Laboratory Products team. You will be passionate about driving sales for the Laboratory Products equipment an
Personal Lines Account Manager
ABOUT HUB INTERNATIONAL: HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and hea
Strategic Account Manager
Job Description Strategic Account Manager About Us: Here at Thermo Fisher Scientific, our industry-leading scale means unparalleled commercial reach, unique customer access and a global footprint. Ou
Financial Sponsors Investment Banking Program Analyst - Mid-Year
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace w
Associate Customer Success Representative
About this role: Wells Fargo is seeking an Associate Customer Success Representative in a call center environment in our Consumer Lending Audit Team providing coverage across the Consumer Lending org
Benefits Analyst
ABOUT HUB INTERNATIONAL: HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and hea
Named Account Manager - Public Sector
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Relationship Banker - Wall Financial Center - Spanish Preferred
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved