Business Operations Specialist

About Barrow Hanley Global Investors :

• Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income.
• Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives.
• Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.

Job Description :

The Business Operations Specialist works closely with the Chief Operating Officer and internal stakeholders on new business projects and business improvement projects to optimize business processes by applying proven methodologies and leveraging cutting-edge technology to give the firm a strategic and competitive advantage, and business support.

Key Responsibilities Coordinate workflow and support COO to implement new business ventures and improvements, Perform business and data analysis, maintain spreadsheets of business data, Assist with document preparation, retrieval, and retention, Assist with or manage wide range of projects and deliverables, Support project management and vendor oversight, including leading projects, and  collaborate with other departments to support new application implementations, product development, and process improvements, Knowledge of SEC, DOL, State, and foreign securities regulations and business regulations and ability to apply regulations to business processes on a practical level, Interface with parent company on new projects,  Work closely with Sales and RFP teams on RFPs, DDQs, and new and / or amended Investment Management Agreements, Work closely with other teams across all areas of the firm and treat co-workers as internal clients.

Qualifications Bachelor’s degree in finance, business, or related is required 3+ years’ experience in financial services or asset management Paralegal experience or legal training strongly preferred Highly proficient in Microsoft Office suite (Excel, Word, Power Point, Outlook), Salesforce, and other financial services applications