The Robert Toigo Foundation

Operations Specialist

The Lawrence Advisory
June 7, 2022
West Coast, United States of America
Job Type


Metis Global Partners


Metis Global Partners, LLC is a diverse/woman-owned and led institutional global equity manager founded in 2013 and based in San Diego, California. The firm’s active value-oriented Global, International and Emerging Market systematic strategies have enjoyed recently renewed interest in Value investing. In addition, response to Metis’ Beta capabilities launch in 2021 has been very positive, with inflows to date exceeding $1 billion over the last year and 25+ new institutional Beta clients. In 2022, Metis plans to launch its Guided BetaTM strategies to provide clients with customized Beta solutions including Climate Aligned and ESG Beta strategies.


Metis is experiencing dynamic growth and maintains an entrepreneurial culture with opportunity for team members to make significant contributions and grow with the firm. Working at Metis, you’ll be empowered to contribute meaningfully to a rapidly growing company. You’ll be involved in the long-term evolution of the firm, helping to build the Metis of the future. And you’ll be able to serve an agent of change in the industry, supporting the growth of Diversity and Inclusion through a diverse/woman-owned organization.


Cognitive diversity and intellectual curiosity are guiding lights at Metis, allowing the firm to embrace and harness unique perspectives into the management and day-to-day operations of the firm. This, combined with a flat organizational structure, allows contribution of opinion and thought to flow freely.



Position Summary


Metis is hiring an Operations Specialist, with a long-term opportunity to expand into a more senior role as the firm grows. The responsibilities of an Operations Specialist involve interfacing with team members and service providers on matters related to:


Client account activity and reporting

The client account setup process as well as incoming and outgoing cash flows; ensuring appropriate documentation, verifying necessary information, confirming proper systems entries and communication flow both internally and externally; to ensure timely production and distribution of client reports.

Portfolio accounting/trade settlement

Monitoring reconciliation reports and communication flows to identify and address unresolved trade settlement issues and other portfolio accounting-related matters.

Account and composite performance and GIPS compliance

Calculation of performance and adherence to GIPS policies and procedures.

Commingled fund operations

Numerous operational matters regarding the firm’s commingled private funds, including reporting, accounting, account setup, portfolio valuation, expense management, fee calculations and more.

Compliance testing

Review of relevant firm documents, processes, and reports, discussions with team members regarding activities related to the firm’s code of ethics, and more.


Required Skills

  • Heavy attention to detail
  • Strong communication skills, both verbal and written
  • Dependable and able to self-motivate, work independently, and handle multiple functional areas as part of a small firm
  • Knowledge regarding/comfort with equities, valuation/pricing, back-office operations, performance, compliance, and commingled funds – operations and accounting
  • Advanced Excel skills
  • Knowledge of/experience with custodian and fund administration software platforms a plus
  • Working knowledge of/experience with GIPS a plus




Bachelor’s degree is preferred.




Our client is prepared to offer a very attractive compensation package, including a competitive base salary as well as health, 401(k), and vacation benefits.


Equal Employment Opportunity Policy

Our client provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment based on race, color, religion, gender, gender identity, national origin, sexual orientation, age, disability, or veteran status.




The Lawrence Advisory has been engaged by the client to help in this confidential search.  The search is being led by:

Tracy L. Lawrence

Founder & CEO


Steve Foster




Please submit letters of interest and resumes to:


Tiffany Scott

Director of Candidate Development


About The Lawrence Advisory


The Lawrence Advisory is a human-capital consulting firm that offers Executive Search, Organizational Development and Leadership Coaching. We specialize in servicing innovative organizations with distinct cultures. For more information, refer to our website at

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