Strategic Operations Manager at Pontosense developing operational foundations for revenue growth and operational capacity in a hybrid work environment.
About the role
- Private Markets Operations Specialist ensuring data integrity, reporting accuracy, and operational continuity at Mercer Advisors. Responsible for private investment services primarily from Orion and Arch systems.
Responsibilities
- Ensure accurate private investment reporting in Orion, including positions, transactions, valuations, and performance.
- Own and manage the Arch → Orion data feed, validating that all private investment data flows correctly.
- Monitor daily data exceptions and reconciliation reports, resolving breaks across Arch, Orion, and custodial records.
- Troubleshoot data mapping issues, valuation discrepancies, and performance calculation errors with internal teams and vendors.
- Assist with the private investment portion of M&A onboarding, including data migration, position setup, and historical mapping.
- Review and convert legacy spreadsheets or systems from acquired firms into Arch and Orion.
- Support processing and validation of capital calls, distributions, and periodic valuations as needed.
- Maintain documentation for reporting standards, system workflows, and data processes.
- Collaborate with Technology, Data Engineering, Reporting, and Operations teams to ensure data integrity and system stability.
- Communicate clearly with advisors and internal stakeholders regarding reporting status, data issues, and resolutions.
- Other duties as needed
Requirements
- 3–5 years of experience in investment operations, data operations, portfolio accounting, or alternative investments.
- Strong understanding of Orion (or similar reporting systems), including reconciliation, data mapping, and performance reporting.
- Working knowledge of private market investments, including capital calls, distributions, valuations, and fund statements.
- Experience managing or troubleshooting data feeds between financial systems and resolving data discrepancies.
- Ability to interpret custodial records, investment statements, and fund documentation with a high level of accuracy.
- Advanced analytical and problem‑solving skills, with strong attention to detail and proficiency in Excel.
- Effective communication skills and ability to work cross‑functionally with technology teams, data teams, advisors, and custodians.
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
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