Privately Held Investments Manager

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Provide the leadership and management necessary to ensure the team has the proper administrative and reporting procedures, proper operational controls, and people in place to effectively serve the organization while ensuring policy compliance and operating efficiency.

2. Coordinate team duties with other PHI Managers including but not limited to, overseeing asset management processes, conducting training as required to ensure service standards, and periodically review team staffing assignments.

3. Conduct monthly team meetings to continually refresh training related to, goals, processes and procedures, and new ideas. Encourage participation and interaction; recognize excellent teammate performance.

4. Actively work cr...

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