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Type of Role: InvestmentsOperations

Experience Level: VP/Principal/Director

Location: Los Angeles, California

Salary: $260K - $380K

The J. Paul Getty Trust is the world’s largest cultural and philanthropic organization dedicated to the visual arts. Through conservation work, publications, exhibitions, grant initiatives, training programs, and other efforts, we work to make a lasting difference in conservation practice and art historical research and to promote knowledge and appreciation of art among audiences of all ages. Details below.

Job Summary

Reporting to the Deputy Chief Investment Officer, the Manager/Director of Investment Operations will provide oversight and management for the operational and analytical functions of the investment office. S/he will oversee an operations team that will collaborate with the investment team to develop accounting and financial processes, procedures, and controls to ensure the effective and efficient operation of the Trust’s diversified portfolio. The operations team will also be responsible for gathering, organizing, and presenting data on investment performance and risk attributes with the goal of improving investment decision making. The Director of Investment Operations should be committed to and passionate about the Trust and its mission and should recognize and be excited about the opportunity to build a successful investment operations function, while contributing to the growth of the investment office.

Getty has engaged David Barrett Partners for this search. Interested, qualified persons should send their materials directly to Only individuals who express interest in this way will be considered as part of this search.

Major Job Responsibilities

The successful candidate will oversee a suite of operational and financial functions for the investment office. S/he will collaborate closely with the investment team across the funding of investments, performance reporting, data and knowledge management. Additional responsibilities include:

  • Articulating and leading an operations strategy that best supports the investment program
  • Building best practices, overlapping controls, and a best-in-class operational infrastructure to support the diverse investment strategy of the Trust
  • Leading the implementation of a data and analytical platform for asset allocation, manager analysis and direct investment
  • Standardizing document collection and recordkeeping system for new and legacy investments
  • Managing the process for on-boarding new investments on monitoring systems including with the custodian
  • Creating a flexible reporting platform that tracks all investment cash flows and returns
  • Assisting with the preparation of legal documents such as subscription and redemption documents
  • Implementing process improvements around AML (anti-money laundering), KYC (know your client) and portfolio management systems for the CIO and other Managing Directors
  • Overseeing a team of operations analysts in supporting the investment team and the director/manager of investment structuring and tax.

Investment Operations Team Responsibilities


  • Gathering and processing all investment communications from managers, including statements, tax documents, letters, and reports
  • Producing regular portfolio attribution reports and analysis across managers, asset classes, liquidity, and time
  • Tracking investment liquidity by share class, creating reports on portfolio liquidity, track expected cash flows, and manage the process of redeeming from or adding to existing investments
  • Overseeing daily operational processes including coordinating investment related transactions including new subscriptions, redemptions, and all capital call and distribution activities
  • Reconciling cash, investment transactions and market values with custodian system
  • Preparing monthly performance estimates
  • Creating ad-hoc reports on portfolio attributes, private market commitments and cash flows, liquidity terms, and investment performance
  • Supporting audit processes, work with relevant departments and outside auditors as necessary
  • Supporting the investment team and director/manager of investment structuring and tax on ad hoc projects


The successful candidate will possess a minimum of seven years of relevant experience, including oversight of investment operations, finance, and/or data management functions, within a relevant buy-side organization, including family office, endowments, foundations, hedge fund, other asset managers, and consulting firms. Additional qualification include:

  • Strong understanding of investment performance calculation and reporting of public and private investments
  • Familiarity and comfort with overseeing and managing relevant outsourced service providers
  • Superior organizational skills with a strong attention to detail
  • Experience with software systems and implementation, relevant to investment/risk management
  • Exceptional attention to detail and commitment to improving accuracy of data and preventing errors, yet able to effectively “see the big picture” and execute what needs to be done to accomplish goals and objectives
  • Strong computer skills (MS Office including Excel) and adeptness at learning new software. Familiarity with Burgiss and Caissa platforms preferred. Deep understanding of databases with a strong ability to write queries a plus
  • Ability to supervise staff with operations, financial performance, and data analytics/programming backgrounds
  • Superior ability for effective time management & meeting deadlines, multi-tasking, and ability to work well under pressure
  • A demonstrated ability to work effectively with all constituencies, including the investment team, Investment Committee members, and a broad array of other leadership
  • Responsive, can-do, service mentality
  • S/he must be enthusiastic about being part of the organization and contributing to its important mission
  • Experience recruiting, training, managing, mentoring, and inspiring junior colleagues
  • College or university degree required, advanced degree and/or CPA designation a plus

Benefits And Perks

Here are just some examples that Getty offers/provides for full-time employees:

  • Medical, Dental and Vision insurance coverage, starting on date of hire. Getty pays 75%-95% of the premium, depending on the plan selected.
  • 403(b) Employee Investment retirement plan – with up to 5% Getty Match
  • Getty contribution of 6%, on behalf of employee, to 401(a) retirement account
  • Educational Assistance and professional development
  • Paid Vacation, Sick and Personal Days
  • 12 Paid Holidays
  • Many positions have bi-weekly Off-Fridays
  • On-Site Fitness Center at Getty Center
  • Community service opportunities

To learn more about our comprehensive benefits and long list of perks, go to Getty HR .

Equal Opportunity Employer

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship or immigration status, color, disability, ethnicity, familial status, gender identity and/or expression, genetic information, marital status, national origin, race, religion, sex, sexual orientation, veteran status, or any other protected status.