Summary
Overview
Work History
Education
Skills
Timeline
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NEIL MURRAY

Bedford

Summary

Strategic and results-driven investment operations leader with a proven track record in asset management and consulting. Known for driving operational excellence through technology innovation, process re-engineering, and cross-functional collaboration. Adept at leading teams, managing complex transitions, and implementing scalable solutions that enhance control, efficiency, and client satisfaction. Passionate about aligning operational capabilities with long-term business strategy.

Overview

20
20
years of professional experience

Work History

Manager, OCIO Investment Operations

NEPC, LLC
01.2021 - Current
  • Spearheaded SOC 1 reporting initiatives, aligning operational controls with audit standards and risk frameworks.
  • Direct portfolio transitions and onboarding, ensuring seamless execution across custodians, fund managers, and internal teams.
  • Oversee Treasury Operations, enhancing responsiveness and accuracy in cash management and settlements.
  • Manage offshore vendor relationships, optimizing service delivery and ensuring SLA compliance.
  • Collaborate cross-functionally to implement strategic enhancements in fund and security operations.
  • Selected Highlights:
  • Built and led a high-performing team, fostering a culture of accountability and continuous improvement.
  • Implemented technology initiatives including:
  • Automation of custodian bank trade file delivery to improve transaction control.
  • Secure and structured AML/KYC document storage system.

Senior Discretionary Analyst

NEPC, LLC
01.2017 - Current
  • Led client onboarding and manager implementation across diverse service models.
  • Introduced business analytics into valuation and pricing processes to improve accuracy and insight.
  • Oversaw discretionary trading, pricing, wire approvals, and compliance reviews.
  • Managed custodian conversions and tested OMS enhancements.

Operations Manager – AVP

Harvard Management Company
01.2012 - 01.2017
  • Directed trade operations across asset classes including OTC derivatives, equity, FX, and fixed income.
  • Assessed regulatory impacts and led strategic initiatives to expand trading capabilities.
  • Hired and developed talent, reducing recruitment costs and improving team performance.
  • Led a major project transferring 1,000+ derivative positions to MarkitWire, improving control and reducing costs by 41%.
  • Designed a streamlined counterparty onboarding process for electronic derivatives trading.

Operations Analyst

Harvard Management Company
01.2010 - 01.2012
  • Resolved trade discrepancies and prevented settlement failures.
  • Delivered margin and cash analysis to optimize trading and collateral management.
  • Ensured accurate booking and matching of OTC derivatives via DTCC and Markit platforms.

Global Settlements – Senior Associate

State Street Corporation
01.2007 - 01.2010
  • Managed equity settlements across 50+ global markets, resolving technical issues and ensuring timely execution.
  • Delivered relationship management support to enhance client satisfaction.

Trading Liaison

Investor’s Bank & Trust
01.2006 - 01.2007
  • Provided customized reporting and settlement services for portfolio transitions and rebalances.

Education

MBA - Investments

Northeastern University
01-2012

BS - Finance and Business Management

University of Massachusetts
01-2005

Skills

  • Strategic Leadership & Team Development
  • Investment Operations & OCIO Services
  • Process Optimization & Risk Management
  • Treasury & Trade Settlements
  • Alternative Investments & Portfolio Transitions
  • Technology Integration & Business Analytics

Timeline

Manager, OCIO Investment Operations

NEPC, LLC
01.2021 - Current

Senior Discretionary Analyst

NEPC, LLC
01.2017 - Current

Operations Manager – AVP

Harvard Management Company
01.2012 - 01.2017

Operations Analyst

Harvard Management Company
01.2010 - 01.2012

Global Settlements – Senior Associate

State Street Corporation
01.2007 - 01.2010

Trading Liaison

Investor’s Bank & Trust
01.2006 - 01.2007

MBA - Investments

Northeastern University

BS - Finance and Business Management

University of Massachusetts

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