Director of Investor Reporting
Oversee Broadshore’s Investor Reporting function. Responsible for ensuring that investor reporting requirements are met. Provides oversight and sets priorities for multiple teams responsible for preparing and reviewing financial and operational reports on behalf of clients and internal management. Provides oversight and guidance in setting policies and processes to timely, accurately and efficiently meet client and internal reporting requirements. Reports include financial, operational and performance (return) information.
The primary responsibilities of this role will include the management and coordination of services for all Broadshore employees and partners, including human resources, benefits and payroll, which are provided through Guardian Life, Broadshore’s majority owner; operations support for certain functions including IT, insurance and other shared services; and supporting the CFO and Office Manager in general business operations.