At a Glance
- Tasks: Manage investment operations and ensure accuracy in trade settlements and data integrity.
- Company: Dynamic investment firm with a focus on innovation and collaboration.
- Benefits: Competitive salary, performance bonuses, hybrid working model, and training opportunities.
- Other info: Join a team that values continuous learning and professional growth.
- Why this job: Be the key link between strategy and execution in a fast-paced investment environment.
- Qualifications: Experience in investment operations and strong analytical skills required.
The predicted salary is between 60000 - 80000 € per year.
Location: London
Position: Full time, permanent
About the Job
As the Investment Operations Manager, you will be responsible for the execution control and operational integrity of our Investment Portfolio. You will serve as the vital link between strategic vision and day-to-day execution, ensuring that all investment activity is properly recorded, monitored, and controlled.
Responsibilities
- Operational Oversight: Manage end-to-end investment operations, including operational relationship with third-party managers, custodians, Lloyds and service providers to ensure trade settlement and data integrity. Includes mandate and breach monitoring, trade settlement, accounting, and reporting across multiple asset classes.
- System Custodianship: Own and maintain the integrity of the investment management systems (e.g. Aladdin, PowerBI), ensuring accuracy and completeness of all portfolio data for internal and external reporting, including Lloyd's.
- Third-Party Management: Supervise the routine operations of third-party administrators, custodians, and fund managers, acting as the primary technical point of liaison. Select and oversee index and ESG data set suppliers.
- Asset Positioning & Trust Funds: Oversee the complex positioning of assets across various jurisdictional trust funds and ensure compliance with Lloyd's requirements.
- Operational Risk & Controls: Investigate, remediate, and mitigate risk events including resolution of mandate breaches. Lead the programme of change to enhance investment operations.
- Change Management: Lead transition activities for new managers, mandates and account openings.
You’ll Enjoy This Job If You Also...
- Thrive in environments where attention to detail and accuracy are paramount, especially when managing complex investment operations and regulatory requirements.
- Enjoy collaborating with a diverse range of stakeholders, including third-party managers, custodians, and fund administrators, and acting as a trusted technical liaison.
- Find satisfaction in problem-solving and leading process improvements, whether addressing operational risks, mandate breaches, or driving change initiatives across investment operations.
- Are motivated by continuous learning, particularly in mastering new systems, automation tools, and navigating the evolving landscape of insurance and Lloyd's trust fund regulations.
- Appreciate working within a dynamic team where your analytical skills, data management expertise, and professional qualifications are highly valued.
What You’ll Need
Experience: A background in investment operations or middle-office roles, preferably within a Lloyd's Syndicate or large insurance investment environment.
Skills: Extensive understanding of Lloyd's processes, trust fund rules and regulatory reporting requirements. Deep knowledge of daily traded operational cycles, comingled investments, and illiquid asset valuation. Strong analytical ability with experience in data management and key custody, accounting and risk systems (e.g. Aladdin) including process automation.
Professional qualifications: Investment or operational qualification (e.g. ACA, CFA, FIA)
What Can You Expect From Us?
Competitive base salary and performance-related discretionary bonus. Hybrid working model with flexibility – typically 3 days a week in the office. Benefits include access to company resources, training opportunities, and participation in company-wide initiatives.
Investment Operations Manager employer: CFA Institute
As an Investment Operations Manager in London, you will join a dynamic team that values precision and collaboration, ensuring the operational integrity of our investment portfolio. We offer a competitive salary, performance-related bonuses, and a hybrid working model that promotes work-life balance, alongside ample opportunities for professional growth and development within a supportive environment. Our commitment to continuous learning and process improvement makes us an excellent employer for those seeking meaningful and rewarding careers in investment operations.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Manager
✨Network Like a Pro
Get out there and connect with people in the investment operations field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Show Off Your Skills
When you land an interview, make sure to highlight your experience with systems like Aladdin and your understanding of Lloyd's processes. Use specific examples to demonstrate how you've tackled operational challenges in the past. We want to see that you can bring real value to our team!
✨Prepare for the Unexpected
Interviews can throw curveballs, so be ready for situational questions about risk management or process improvements. Think through your past experiences and how they relate to the role. We love candidates who can think on their feet and adapt to new challenges!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in being part of our dynamic team.
We think you need these skills to ace Investment Operations Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Operations Manager role. Highlight your experience in investment operations, especially any work with Lloyd's or similar environments. We want to see how your skills match up with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention specific experiences that relate to operational oversight and risk management.
Showcase Your Analytical Skills:Since this role requires strong analytical abilities, make sure to include examples of how you've used data management and problem-solving in your previous roles. We love seeing how you’ve tackled challenges and improved processes!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at CFA Institute
✨Know Your Investment Operations
Make sure you brush up on your knowledge of investment operations, especially within a Lloyd's Syndicate or large insurance environment. Be ready to discuss specific processes, regulatory requirements, and how you've managed operational risks in the past.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical abilities, particularly in data management and risk systems like Aladdin. Think of situations where you’ve solved complex problems or improved processes, as this will resonate well with the interviewers.
✨Familiarise Yourself with Key Systems
Since the role involves maintaining investment management systems, it’s crucial to demonstrate your familiarity with tools like PowerBI and Aladdin. If you have experience with these systems, be sure to mention it and discuss how you’ve used them to enhance operational integrity.
✨Engage with Stakeholders
The job requires collaboration with various stakeholders, so prepare to discuss your experience in managing relationships with third-party managers and custodians. Share examples of how you’ve acted as a technical liaison and facilitated smooth communication between different parties.
