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Director – Reconciliation Operations

The Palmer Group · thepalmergroup.com
Des MoinesHybridDirector
Apply on The Palmer Group’s site

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The job in short

Lead investment reconciliation operations team.

ExcelAccountingInsurance

Details

Found
15 d ago · posted 2026-08-07
Location as listed
Des Moines, Iowa
Role
Finance (other)
Source
The company’s own careers site

Full description

The Director – Reconciliation Operations role offers a unique opportunity to build and lead a critical investment operations function within a growing investment management environment. This position is ideal for a strategic and hands-on leader who enjoys creating scalable processes, developing high-performing teams, and driving operational excellence. You will partner closely with senior leaders and play a key role in ensuring the accuracy and integrity of investment data across a sophisticated multi-asset platform. If you are energized by building from the ground up and making a visible impact, apply now! Work Model: • Hybrid What You Will Do: • Build, lead, and develop a high-performing reconciliation team as the function scales • Oversee daily reconciliation of cash, positions, and investment transactions across internal systems, custodians, and counterparties • Investigate and resolve complex reconciliation breaks through escalation, documentation, and root-cause analysis • Partner with Investment, Trading, Accounting, Technology, and Operations teams to ensure data integrity and operational efficiency • Serve as the reconciliation subject matter expert for new products, system enhancements, process improvements, and service provider relationships • Drive automation, workflow optimization, reporting, and operational metrics to improve scalability and reduce risk What You Will Need to Be Successful: • Experience leading and developing teams while building, enhancing, or scaling operational functions within financial services • Significant experience in investment operations, reconciliations, fund accounting, asset management, or related disciplines supported by a Bachelor's degree in a related field • Strong knowledge of investment products and operational processes across multiple asset classes, including fixed income, structured credit, alternative investments, and private markets • Previous experience in investment accounting, portfolio management, or reconciliation platforms, along with advanced Excel capabilities • Strong analytical, problem-solving, communication, and stakeholder management skills in fast-paced, evolving environments Benefits Overview: • Medical, dental, and vision insurance Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email [email protected].

Finance (other) jobs in the United States · All The Palmer Group jobs

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