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For Companies At a Glance
- Tasks: Manage client data and reporting processes while leading a small team.
- Company: Join a specialist investment management firm focused on bespoke client solutions.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a dynamic team that values accountability and client-first thinking.
- Qualifications: 3-5+ years in investment or wealth management operations required.
- Other info: Opportunity to influence operational improvements and technology upgrades.
The predicted salary is between 43200 - 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.
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 any improvements you've implemented in previous roles. Be ready to discuss specific examples of how you've enhanced reporting efficiency or accuracy.
✨Tip Number 3
Demonstrate your leadership skills by preparing to share instances where you've successfully managed a team or mentored colleagues. Emphasising your ability to foster a culture of accountability will resonate well with the hiring team.
✨Tip Number 4
Stay updated on FCA regulations and compliance requirements relevant to investment operations. Showing that you're knowledgeable about the regulatory landscape will reassure the employer of your capability to manage client data responsibly.
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 mention this as it aligns with the job requirements.
Showcase Team Management Experience: Discuss your experience in managing and mentoring teams. Provide examples of how you've fostered a culture of accountability and continuous improvement within your team, as this is crucial for the role.
How to prepare for a job interview at Orla Rose Associates
✨Showcase Your Experience
Be prepared to discuss your previous roles in investment management or wealth management operations. Highlight specific examples where you successfully managed client data, reporting processes, or team leadership, as this will demonstrate your suitability for the role.
✨Demonstrate Attention to Detail
Since the role requires high attention to detail, be ready to provide examples of how you've ensured accuracy in client information and reporting. Discuss any systems or processes you've implemented to maintain data integrity.
✨Familiarise Yourself with Relevant Tools
Research the portfolio management systems mentioned in the job description, such as Avaloq or Addepar. Being knowledgeable about these tools will show your proactive approach and readiness to hit the ground running.
✨Emphasise Team Collaboration
The role involves collaboration with various teams, so be prepared to discuss your experience working cross-functionally. Share examples of how you've effectively communicated and coordinated with other departments to achieve common goals.
