Location: Richfield,OH, USA
Boyd Watterson offers a highly competitive total compensation package. Our benefits include:
A winner of the prestigious Northcoast 99 award, Boyd is recognized as one of the top 99 employers in Northeast Ohio. This means we put our employees first. Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment.
Company Overview
Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in real estate, fixed income, and equity products. We provide investment solutions to a broad range of institutional clients and to high-net-worth clients, mainly through intermediaries.
Our investment strategies focus on stable income with a moderate risk profile. The real estate products are mainly delivered through private funds that primarily own and operate commercial buildings under lease to agencies of the US government, and state and local governments. Our fixed income and equity products are delivered through separately managed accounts, mutual funds, and intermediaries.
The Opportunity
The Director of Trade Operations works in our Cleveland, Ohio corporate office and manages both shareholder services and operations. This position is responsible to ensure daily back-office operations run efficiently, processes and procedures are followed (both internally and by external partners), and that client service is exemplary.
Company Overview
Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.
Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield. Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide. We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions.
Requirements:Shareholder services
Supervision of operations team
Education, Skills, Personal Characteristics and Work Experience Requirements:
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