Director of Investment Op's (Strategy/Projects)

Boston, MA

Kforce has a client that is seeking a Director/Associate Director, Investment Operations Strategy and Projects in Boston, MA for a hybrid role (4 days in office). Overview: A highly respected investment organization is seeking a strategic leader to join a key team responsible for driving operational excellence, managing critical investment workflows, and leading business-enhancing initiatives across the investment platform. This is not a traditional investment operations position. The role combines people leadership, project execution, stakeholder partnership, and process improvement within a complex and fast-moving investment environment. Key Responsibilities:

  • Lead and develop a team supporting mission-critical investment and operational processes
  • Drive operational improvements, automation initiatives, and strategic projects across the investment platform
  • Partner with internal and external stakeholders to enhance data quality, controls, and workflow efficiency
  • Provide oversight of complex investment-related activities including portfolio data governance, reconciliations, cash management, and risk-focused operational processes
  • Lead cross-functional initiatives involving new products, technologies, and process enhancements
  • Continuously assess operational risks and identify opportunities to improve scalability and effectiveness
  • 5-12 years of experience in public accounting, advisory, consulting, investment operations, asset management, or financial services
  • Big 4 or Top 10 accounting firm foundation strongly preferred
  • Experience supporting investment management, private equity, hedge funds, insurance, or other complex financial services environments is a plus
  • Proven leadership, project management, and stakeholder management capabilities
  • Strong analytical mindset with an interest in process improvement, automation, and operational strategy
Position Highlights:
  • Leadership opportunity managing and developing a team
  • Significant exposure to senior leadership and key business initiatives
  • Blend of strategy, operations, process improvement, and project leadership
  • Opportunity to drive automation and technology-enabled enhancements
  • Excellent platform for professionals looking to move beyond traditional audit, accounting, or operations roles
  • Strong career growth potential and internal mobility opportunities

Posted 2026-08-19

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