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- Tasks: Oversee investment operations for alternative funds, ensuring smooth portfolio lifecycle management.
- Company: Join a prestigious Outsourced Investment Office managing around $60 billion in assets.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a collaborative team impacting investment strategies and compliance across global markets.
- Qualifications: 3-5 years in investment operations; degree in Finance, Accounting, or Economics preferred.
- Other info: Only successful candidates will be contacted due to high application volume.
The predicted salary is between 48000 - 72000 £ per year.
Our client, a highly regarded Outsourced Investment Office with circa $60Bil AUM, has a newly created role within their Alternatives sub advisory business for an experienced investment operations specialist to focus on the oversight of operational activities. This role includes management of the operational portfolio lifecycle for new and existing portfolios, both internally and with service providers, as well as ensuring connectivity for trading, pre-trade compliance, cash reporting, valuation and reconciliations.
Role & Responsibilities:
- Responsible for the oversight of the firm’s sub advisory investment operations, across a spectrum of alternative fund structures consisting of private equity funds, hedge funds, 40 Act funds and Luxembourg based funds.
- Working directly with Client Services team and Research teams based across multiple jurisdictions to ensure consistent communications across internal and external channels that is timely and effective.
- Oversight of all operational activities including pre-trade and investment compliance, trade oversight, documentation and communication, cash forecasting, reconciliation, fair valuations and risk reporting.
- Adhere and ensure investment compliance with all regulatory requirements for our portfolios including supporting the investment team with investment guidelines monitoring.
- Assume operational lead responsibility with new portfolio launches in conjunction with the Fund Structuring team and ensure all internal and external steps are established prior to launch, maximising automation with third parties.
- Improve the control environment for investment operations in coordination with the Global Technology team and Transformation Office.
- Be responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
Skills Required:
- Approximately 3-5 years, or equivalent, of similar experience in a middle or back office operational role within fund management or fund administration.
- Experience in alternative assets and registered products.
- A good working knowledge of investment compliance, fair valuation and allocation processes is preferred.
- An undergraduate degree, or equivalent experience, in a related field e.g. Finance, Accounting, Economics, and/or other relevant qualifications.
- Excellent communication skills, both written and verbal, with a strong attention to detail, and the ability to engage with stakeholders across all levels of the business.
- Demonstrable experience with data analysis and strong technical acumen, specifically in MS Office. Any experience working with PowerBI or other visualisation tools would be beneficial.
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.
Contact Detail:
Meredith Brown Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations- Alternatives
✨Tip Number 1
Familiarise yourself with the specific alternative fund structures mentioned in the job description, such as private equity and hedge funds. Understanding these will help you speak confidently about your relevant experience during interviews.
✨Tip Number 2
Network with professionals in the investment operations field, especially those who work with outsourced investment offices. Attend industry events or join online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 3
Brush up on your knowledge of investment compliance and fair valuation processes. Being able to discuss these topics in detail will demonstrate your expertise and readiness for the responsibilities outlined in the job.
✨Tip Number 4
Showcase your technical skills, particularly in MS Office and any data analysis tools like PowerBI. Prepare examples of how you've used these tools in previous roles to improve operational efficiency or reporting.
We think you need these skills to ace Investment Operations- Alternatives
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment operations, particularly within alternative assets. Emphasise your skills in compliance, trade oversight, and operational management to align with the job requirements.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities outlined in the job description. Mention your experience with operational activities and how you can contribute to improving the control environment for investment operations.
Highlight Relevant Skills: In your application, focus on your communication skills and attention to detail. Provide examples of how you've successfully engaged with stakeholders and managed operational processes in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Meredith Brown Associates
✨Know Your Investment Operations
Make sure you have a solid understanding of investment operations, especially in the context of alternative assets. Brush up on your knowledge of private equity funds, hedge funds, and compliance processes, as these will likely come up during the interview.
✨Demonstrate Communication Skills
Since this role involves liaising with various teams, showcase your excellent communication skills. Prepare examples of how you've effectively communicated complex information to different stakeholders in previous roles.
✨Highlight Technical Proficiency
Be ready to discuss your experience with data analysis and tools like MS Office or PowerBI. If you have specific examples of how you've used these tools to improve operational efficiency, share them!
✨Prepare for Compliance Questions
Given the emphasis on investment compliance in the job description, prepare to answer questions related to regulatory requirements and compliance monitoring. Familiarise yourself with common compliance challenges in investment operations.
