AVP, Operations Technology
Income Research + Management is a Boston-based, privately owned, fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 900+ institutional and private wealth clients.
Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 200+ full time professionals and currently manages $100+ Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.
We operate a hybrid work model that will mix days with your team in the office and remote work, leveraging first class technology solutions.
Open Position: AVP, Operations Technology Overview
The AVP, Operations Technology is responsible for modernizing operational tooling, reporting, and workflows to improve efficiency, stability, and risk management across Operations. This role focuses on dashboards and report modernization, workflow automation, and structured partnership with Business Analysts and Operations leadership team to implement scalable and enterprise-aligned solutions. The role requires strong data and technology execution skills, paired with a practical understanding of investment operations.
This role reports to the Head of Business Technology with a matrix reporting line to Operations leadership.
Key Responsibilities Operational Reporting and Dashboarding
• Design operational and management reporting using Power BI, Power Query, and Power Pivot
• Develop standardized and reusable data models to support consistent reporting across Operations
• Partner with stakeholders to define KPIs, operational metrics, and management dashboards
• Implement validation, reconciliation, and control checks within reporting workflows
• Support enhanced visibility into operational health (e.g., in-kind activity, process status, exceptions)
• Identify high-risk or fragile legacy tools and processes across Operations
• Migrate manual processes and macro-based solutions to more sustainable, supportable platforms
• Improve documentation, transparency, and supportability of operational tools
• Reduce key-person dependency and operational fragility
• Frame modernization work in terms of operational stability, scalability, and risk reduction
Workflow Automation (TIBCO)
• Partner with Operations leadership and Business Analysts to determine readiness for automation and identify opportunities to reduce manual touchpoints
• Partner with the Enterprise Applications team to design and implement automated workflows using TIBCO (or similar workflow platforms) that improve control, auditability, and transparency
• Ensure workflow designs align with internal control standards and compliance requirements
• Support ongoing tuning, optimization, and enhancement of automated processes
Strategic Platforms & Foundational Tool Support
• Support foundational stability initiatives across core platforms (e.g., Sim Corp book close), including early discovery, scoping, and planning for future cycles
• Partner with Senior Business Analysts, enterprise technology teams, and vendors to assess feasibility, translate requirements into scalable designs, and recommend solution approaches
• Participate in process re-engineering initiatives and contribute to prioritization of the Operations technology roadmap
• Provide support for Python-based operational tools transitioned into OPS, improving sustainability, documentation, and supportability to reduce operational risk and key-person dependency
• Maintain an AI-aware mindset, proactively identifying opportunities to leverage AI and intelligent automation.
• Explore use cases for AI in exception handling, anomaly detection, reconciliation support, and document processing.
• Partner with enterprise technology teams to pilot AI-enabled tools where appropriate.
• Evaluate automation opportunities not only for efficiency, but also for risk reduction and control enhancement.
• Ensure responsible AI usage aligned with governance and compliance standards.
• Triage and resolve reporting issues, data discrepancies, and operational breaks
• Perform root-cause…
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Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 200+ full time professionals and currently manages $100+ Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.
We operate a hybrid work model that will mix days with your team in the office and remote work, leveraging first class technology solutions.
Open Position: AVP, Operations Technology Overview
The AVP, Operations Technology is responsible for modernizing operational tooling, reporting, and workflows to improve efficiency, stability, and risk management across Operations. This role focuses on dashboards and report modernization, workflow automation, and structured partnership with Business Analysts and Operations leadership team to implement scalable and enterprise-aligned solutions. The role requires strong data and technology execution skills, paired with a practical understanding of investment operations.
This role reports to the Head of Business Technology with a matrix reporting line to Operations leadership.
Key Responsibilities Operational Reporting and Dashboarding
• Design operational and management reporting using Power BI, Power Query, and Power Pivot
• Develop standardized and reusable data models to support consistent reporting across Operations
• Partner with stakeholders to define KPIs, operational metrics, and management dashboards
• Implement validation, reconciliation, and control checks within reporting workflows
• Support enhanced visibility into operational health (e.g., in-kind activity, process status, exceptions)
• Identify high-risk or fragile legacy tools and processes across Operations
• Migrate manual processes and macro-based solutions to more sustainable, supportable platforms
• Improve documentation, transparency, and supportability of operational tools
• Reduce key-person dependency and operational fragility
• Frame modernization work in terms of operational stability, scalability, and risk reduction
Workflow Automation (TIBCO)
• Partner with Operations leadership and Business Analysts to determine readiness for automation and identify opportunities to reduce manual touchpoints
• Partner with the Enterprise Applications team to design and implement automated workflows using TIBCO (or similar workflow platforms) that improve control, auditability, and transparency
• Ensure workflow designs align with internal control standards and compliance requirements
• Support ongoing tuning, optimization, and enhancement of automated processes
Strategic Platforms & Foundational Tool Support
• Support foundational stability initiatives across core platforms (e.g., Sim Corp book close), including early discovery, scoping, and planning for future cycles
• Partner with Senior Business Analysts, enterprise technology teams, and vendors to assess feasibility, translate requirements into scalable designs, and recommend solution approaches
• Participate in process re-engineering initiatives and contribute to prioritization of the Operations technology roadmap
• Provide support for Python-based operational tools transitioned into OPS, improving sustainability, documentation, and supportability to reduce operational risk and key-person dependency
• Maintain an AI-aware mindset, proactively identifying opportunities to leverage AI and intelligent automation.
• Explore use cases for AI in exception handling, anomaly detection, reconciliation support, and document processing.
• Partner with enterprise technology teams to pilot AI-enabled tools where appropriate.
• Evaluate automation opportunities not only for efficiency, but also for risk reduction and control enhancement.
• Ensure responsible AI usage aligned with governance and compliance standards.
• Triage and resolve reporting issues, data discrepancies, and operational breaks
• Perform root-cause…
Apply tot his job
Apply To this Job