Consultant - Chief Operating Officer

• Best practice reviews.
• Developing realistic and effective action plans.
• Breaking apart goals into actionable steps.
• Advising on vendor selection and oversight.
• Creating and implementing policies, procedures, and control measures.
• Evaluating each client's advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.
• Special projects or other areas of need.

• Act as the right-hand person to the Principal/Founder, responsible for all the non-investment decision-making areas of the firm. This includes negotiating and handling contracts with outside counsel and fund services like prime brokerage, fund accounting, and administration, managing internal legal and compliance, accounting, performance measurement, and establishing processes and procedures for all functional areas of the business.
• Establish the policies and procedures for the investment accounting function to ensure accurate and timely investment data, compliance with statutory accounting policies, and compliance with all other applicable regulations, including, but not limited to, the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934.
• Create and manage the appropriate infrastructure for all business functions including Human Resources, Accounting, Operations, IT, Compliance, Marketing, Client Services, and other related functions including driving organizational vision, business strategy and hiring levels.
• Collaborate with CEO/Founder in translating strategy into actionable steps for growth, implementing organization-wide goal setting, performance management, and annual operations planning.
• Oversee company operations and employee productivity, building a highly inclusive culture that ensures team members can thrive and organizational outcomes are met.
• Analyze internal operations and identify areas for process enhancement, risk mitigation, and cost-savings to achieve targets for growth and profitability.
• Build and maintain trusting relationships with key customers, clients, partners, and stakeholders.
• Develop and ensure the implementation of actionable business strategies and plans that ensure alignment with short-term and long-term objectives developed in tandem with Founder, aggressively managing and exercising control over resources, capital investment budgets, policy formulation and planning.
• Appropriately assess risk when business decisions are made, demonstratingconsideration for the firm's reputation its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to company policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices.
• Escalate, manage, and report control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail tomaintain these standards.

• A Bachelor's Degree in Law, Finance, Business Administration, Accounting, Operations, or a related field.
• MBA, Juris Doctor, M.S. in Operations, or advanced degree is a plus.
• 12+ years of specific experience as a Chief Operating Officer at a Hedge Fund or Family Office.
• Extensive knowledge of the investment management industry and technology with at least 8+ years experience in leadership roles within Operations, Accounting, Compliance, or related function.
• Proven financial acumen, critical thinker with ability to provide an impartial, consultative, and solutions-oriented approach.
• Strategically minded with a record of accomplishment of execution excellence, with a particularly strong knowledge of developing policies, procedures, and control measures within the investment management industry.
• Executive management skills including high performing team leadership, demonstrated ability to set up internal processes to communicate and resolve issues.
• Outstanding communication, presentation and influencing skills, including demonstrated mentoring, and marketing skills.
• Hands-on, proven experience with negotiating deals, contracts, joint ventures and managing all aspects of relationships with vendors, service providers, and regulators.
• Prior success in establishing and achieving key performance indicators, short- and long-termprioritiesand ability to both “triage” and shift direction in a fast-paced, dynamic environment.

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