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.


Company Overview

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.