Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client data, oversee reporting cycles, and lead a small team.
- Company: Join a specialist investment management firm focused on bespoke client solutions.
- Benefits: Enjoy a collaborative culture with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team that values accountability and continuous improvement.
- Qualifications: 3-5 years in investment or wealth management operations required.
- Other info: Ideal for detail-oriented individuals who thrive in a fast-paced environment.
The predicted salary is between 48000 - 72000 £ per year.
We are a specialist discretionary investment management firm, focused on managing portfolios for private clients, trustees, and institutions. With a disciplined, transparent, and risk-focused investment approach, we prioritise bespoke solutions tailored to the needs of each client.
As Operations Manager, you will play a critical role in ensuring the smooth functioning of the operations department. Managing a small team, you will take ownership of key operational processes, particularly around client data management and reporting cycles. This role requires high attention to detail, proactivity, and the ability to coordinate across teams to uphold high service standards for retail clients.
Key Responsibilities- Client Operations & Data Management
- Oversee the onboarding and maintenance of client data across relevant platforms (e.g., CRM, portfolio systems, reporting tools).
- Ensure completeness and accuracy of client information to support portfolio management and regulatory compliance.
- Work with Retail Clients to gather and input investment preferences, mandates, and risk profiles into internal systems.
- Client Reporting
- Lead the monthly and quarterly reporting cycles, ensuring timely delivery of high-quality reports to clients.
- Coordinate data extraction, formatting, quality checks, and secure distribution of performance and valuation reports.
- Identify areas to automate or improve reporting efficiency using existing systems or recommending new tools.
- Team Management
- Manage and mentor two Operations Executives; delegate responsibilities effectively and monitor performance.
- Foster a culture of accountability, continuous improvement, and client-first thinking within the operations team.
- Support team training and development in line with evolving operational processes and compliance requirements.
- Internal Collaboration
- Collaborate with Client Advisors, Portfolio Managers, and Compliance to ensure operations align with client mandates and regulatory standards.
- Support broader business projects as required – e.g., technology upgrades, vendor transitions, or process re-engineering.
- Proven experience (3–5+ years) in investment management or wealth management operations.
- Strong experience in client reporting processes and systems.
- Excellent working knowledge of portfolio management systems (e.g., Avaloq, Addepar, Figaro, or similar).
- Familiarity with FCA-regulated client operations and documentation processes.
- Strong Microsoft Excel and data-handling skills; experience automating operational tasks a plus.
- Strong interpersonal and team leadership skills.
Investment Operations Manager employer: Orla Rose Associates
Contact Detail:
Orla Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Manager
✨Tip Number 1
Familiarise yourself with the specific portfolio management systems mentioned in the job description, such as Avaloq or Addepar. Having hands-on experience or even a basic understanding of these tools can set you apart during discussions.
✨Tip Number 2
Highlight your experience in client reporting processes and be prepared to discuss how you've improved efficiency in past roles. Think of specific examples where you automated tasks or enhanced reporting accuracy.
✨Tip Number 3
Showcase your leadership skills by preparing to discuss how you've managed teams in the past. Be ready to share your approach to mentoring and fostering a culture of accountability within your team.
✨Tip Number 4
Network with professionals in the investment management field, especially those who have experience in operations. Engaging with industry peers can provide insights and potentially lead to referrals that could help you land the job.
We think you need these skills to ace Investment Operations Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management or wealth management operations. Emphasise your skills in client reporting processes and any familiarity with portfolio management systems.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role of Operations Manager. Mention specific examples of how you've successfully managed teams and improved operational processes in previous roles.
Highlight Relevant Skills: Clearly outline your strong Microsoft Excel and data-handling skills in your application. If you have experience automating operational tasks, be sure to include that as well, as it aligns with the job requirements.
Showcase Team Management Experience: If you have experience managing or mentoring teams, make this a focal point in your application. Discuss how you fostered a culture of accountability and continuous improvement in your previous roles.
How to prepare for a job interview at Orla Rose Associates
✨Showcase Your Experience
Make sure to highlight your relevant experience in investment management or wealth management operations. Be prepared to discuss specific examples of how you've managed client data and reporting processes in previous roles.
✨Demonstrate Attention to Detail
Given the importance of accuracy in client data management, be ready to provide examples that showcase your attention to detail. Discuss how you ensure completeness and accuracy in your work, especially when it comes to regulatory compliance.
✨Highlight Team Management Skills
As this role involves managing a small team, emphasise your leadership experience. Talk about how you've mentored team members, delegated tasks, and fostered a culture of accountability and continuous improvement.
✨Prepare for Collaboration Questions
Since the role requires collaboration with various teams, prepare to discuss how you've worked with different departments in the past. Share examples of successful projects where you coordinated with client advisors, portfolio managers, or compliance teams.
