Josh leads Strategic’ s Operations team. He is responsible for overseeing all of the operational aspects of Strategic’ s investment process, including trading related activity; position and cash management; custody oversight; and investment accounting, performance calculations, Global Investment Performance Standards (GIPS®) Compliance, and client reporting. Prior to this role, Josh was responsible for managing the proper execution of investment decisions across client portfolios; assessing existing processes and workflows within the investment process; and recommending and overseeing the implementation of process and technology enhancements. He began his career at Strategic as an Investm
Joshua O'Brien
Managing Director, Head of Investment Operations
Strategic Investment Group
United States, District of Columbia, Washington D.C.
About Me
Profile Information
Managing Director, Head of Investment Operations
Strategic Investment Group
Investment Team
Investor
Outsourced CIO
Washington D.C.
District of Columbia
United States
Jan 12, 2025
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