Operations Transformation Manager

Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, London, Toronto and Tokyo.

The Operations Transformation Manager is responsible for managing strategic initiatives aimed at optimizing Investment Book of Record (IBOR) operations, developing process improvements, and facilitating organizational change. In this role, you will contribute to portfolio management technology review and implementation, conduct process reviews and workflow design, develop operational risk management controls, and maintain comprehensive documentation. This position requires strong investment operations knowledge and project management skills.

Key Responsibilities

• Design operational workflow and controls for trade capture, reconciliation, and reporting
• Optimize market and security master data workflows including consumption, maintenance, and hierarchy.
• Manage portfolio analytics and reporting development
• Lead enterprise technology testing and implementation for operations and portfolio management functions
• Collaborate with cross-functional teams to implement change initiatives.
• Train and develop operations teams on workflow and deployed technology. Manage functional teams in
• Communicate requirements and status with project management, technology, and third-party stakeholders
• Identify operational risks and mitigate through technological processes.

Required Qualifications

• Bachelor’s degree
• 5+ years of experience in investment operations, fund administration, or similar roles
• Proven track record of managing large-scale investment or accounting operations with a focus on change management
• Experience with technology implementation and knowledge of key investment operational workflows
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills