Head of Investment Operations: West End Boutique Wealth Management Asset Management company
Head of Investment Operations: West End Boutique Wealth Management Asset Management company

Head of Investment Operations: West End Boutique Wealth Management Asset Management company

London Full-Time 130000 - 200000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead and manage Investment Operations, overseeing a team and enhancing operational infrastructure.
  • Company: Join a dynamic boutique Asset Management firm with a multi-billion dollar AUM.
  • Benefits: Enjoy a hybrid work model, competitive salary, bonuses, pension, and healthcare.
  • Why this job: Make a significant impact in a growing company while working with ultra-high-net-worth clients.
  • Qualifications: Extensive experience in Wealth/Asset Management Operations is essential, especially in equities and private equity.
  • Other info: This role reports directly to the CEO and offers a chance to shape the future of operations.

The predicted salary is between 130000 - 200000 ÂŁ per year.

Job Description

The Role

Head of Investment Operations: Boutique Wealth Management Asset Management company

Martis Search are representing a London-based boutique Asset Management company to hire a permanent “Head of Investment Operations.”

This is one of the best and most exciting senior Buyside Head of Operations roles this year.

The role requires someone with extensive Wealth Management/Asset Management Operations experience as a “Head of Operations” from a reputable company with between $2 bn AUM – $15 bn AUM.

The chosen incumbent needs strong working knowledge of Equities, Fixed Income, Fund-of-Funds, and Private Equity (must have strong Securities, Funds, and Private Equity Operational knowledge).

This is an amazing opportunity to join a growing boutique Asset Manager and to really make your mark on the business. The role reports to the CEO, and the company boasts a multi-billion $ AUM. The business is growing with new clients coming onboard and new market/investment ideas being generated.

The role involves managing an existing Investment Operations team and requires a strategic Head of Operations. You will be expected to lead, manage, and coordinate all Operational infrastructure within the team, the wider business, and external systems and service providers in all aspects of investment activity and client interaction.

The client base is a mix of global “Ultra-High-Networth” individuals and families. Our client expects someone to have strong Asset Management Operations experience (as a Head of Operations).

This is a strategic and senior Head of Operations role with significant change needed, such as new product/fund launches, choosing new systems suppliers and Custodians/administrators/3rd party suppliers, implementing a new OMS/PMS from its inception, as well as creating new “Client Operations” departments in 2025.

The role is hybrid and encompasses extensive senior Operations experience across a wide range of different investment asset classes, fund types, and working with multiple Custodians. You will be expected to redesign a lot of their Operational infrastructure and be the most senior leader in the business relating to anything within Operations. There is no current COO, but a straight line into the CEO, and you will be working with their Executive team (which you will be part of), i.e., Head of Compliance, CFO, etc.

As a senior Operations Director, the role responsibilities will cover global clients trading in global markets. Although there is a separate Head of Compliance, at this level, you still need to understand the ramifications of external Compliance that affect the Operations department, such as MiFID II, EMIR Trade & Transaction Regulatory Reporting. In addition, having experience with UCITS and SICAV Fund entity types is also mandatory.

Responsibilities include, but are not limited to:

  • Portfolio Management queries & Operations support
  • Trade Support
  • Settlements
  • NAV Oversight
  • Static Data
  • Performance Reporting
  • Client Reporting
  • Client Services
  • RFP Preparation/Marketing packs for the Sales & Relationship Management team

Please feel free to reach out to Martis Search for a more detailed spec.

Salary

Between ÂŁ130 k pa – ÂŁ200 k pa dependent upon experience, plus bonus, pension, healthcare, etc.

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Head of Investment Operations: West End Boutique Wealth Management Asset Management company employer: ZipRecruiter

Join a dynamic and innovative boutique Asset Management company in the heart of London, where your expertise as Head of Investment Operations will be valued and impactful. With a strong focus on employee growth, a collaborative work culture, and competitive benefits including a generous salary, bonus structure, and comprehensive healthcare, this role offers a unique opportunity to shape the operational landscape of a growing firm. Embrace the chance to work closely with the executive team and lead strategic initiatives that drive success for ultra-high-net-worth clients.
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Contact Detail:

ZipRecruiter Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Head of Investment Operations: West End Boutique Wealth Management Asset Management company

✨Tip Number 1

Make sure to leverage your network within the wealth and asset management industry. Reach out to former colleagues or connections who may have insights into the company or can provide a referral. Personal recommendations can significantly boost your chances of landing an interview.

✨Tip Number 2

Stay updated on the latest trends and regulatory changes in the asset management space, especially around MiFID II and EMIR. Being knowledgeable about current market conditions and compliance requirements will demonstrate your expertise and readiness for the role.

✨Tip Number 3

Prepare to discuss your strategic vision for investment operations during interviews. Think about how you would redesign operational infrastructure and implement new systems. Showing that you have a clear plan for the future will set you apart from other candidates.

✨Tip Number 4

Familiarize yourself with the specific asset classes mentioned in the job description, such as Equities, Fixed Income, and Private Equity. Be ready to discuss your hands-on experience with these areas, as well as any successful projects you've led in the past.

We think you need these skills to ace Head of Investment Operations: West End Boutique Wealth Management Asset Management company

Wealth Management Operations
Asset Management Operations
Equities Knowledge
Fixed Income Expertise
Fund-of-Funds Understanding
Private Equity Operational Knowledge
Securities Operations
Client Interaction Skills
Strategic Leadership
Operational Infrastructure Design
Change Management
Product and Fund Launch Experience
System Supplier Selection
Custodian and Administrator Coordination
OMS/PMS Implementation
Client Operations Development
Regulatory Compliance Knowledge (MiFID II, EMIR)
UCITS and SICAV Fund Entity Familiarity
Performance Reporting
Trade Support and Settlements

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your extensive experience in Wealth Management and Asset Management Operations. Focus on your previous roles as a Head of Operations, emphasizing your knowledge of Equities, Fixed Income, Fund-of-Funds, and Private Equity.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your strategic vision aligns with their growth objectives and mention specific achievements that demonstrate your capability to lead and manage operational infrastructure.

Highlight Relevant Experience: When detailing your work history, emphasize your experience with global clients and your understanding of compliance regulations like MiFID II and EMIR. Mention any experience with UCITS and SICAV fund types to showcase your qualifications.

Showcase Leadership Skills: Since this is a senior role, make sure to highlight your leadership and team management skills. Provide examples of how you have successfully led teams through change, such as new product launches or system implementations.

How to prepare for a job interview at ZipRecruiter

✨Showcase Your Extensive Experience

Make sure to highlight your extensive experience in Wealth Management and Asset Management Operations. Be prepared to discuss specific examples from your previous roles that demonstrate your expertise in managing operations for firms with AUM between $2 bn and $15 bn.

✨Demonstrate Strategic Thinking

Since this role requires a strategic mindset, come prepared with ideas on how you would redesign the operational infrastructure. Discuss any past experiences where you successfully implemented new systems or processes that improved efficiency.

✨Understand Regulatory Frameworks

Familiarize yourself with relevant regulations such as MiFID II and EMIR. Be ready to discuss how these regulations impact operations and share any experiences you have had in ensuring compliance within an operations team.

✨Engage with the Executive Team Dynamics

As you'll be part of the executive team, it's important to show that you can collaborate effectively with other senior leaders. Prepare to discuss how you have worked with cross-functional teams in the past and how you plan to engage with the Head of Compliance, CFO, and others in this role.

Head of Investment Operations: West End Boutique Wealth Management Asset Management company
ZipRecruiter
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  • Head of Investment Operations: West End Boutique Wealth Management Asset Management company

    London
    Full-Time
    130000 - 200000 ÂŁ / year (est.)

    Application deadline: 2027-03-11

  • Z

    ZipRecruiter

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