At a Glance
- Tasks: Manage investment operations and ensure accuracy in portfolio data and reporting.
- Company: Dynamic investment firm based in London with a focus on innovation.
- Benefits: Competitive salary, performance bonuses, hybrid working model, and training opportunities.
- Other info: Collaborative team environment with opportunities for continuous learning.
- Why this job: Be the vital link in investment operations and drive impactful change.
- 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 in London employer: CFA Institute
Join a leading investment firm in London as an Investment Operations Manager, where you will thrive in a collaborative and dynamic work culture that values attention to detail and continuous learning. Enjoy competitive salaries, performance-related bonuses, and a hybrid working model that offers flexibility, alongside ample opportunities for professional growth and development within the investment operations field.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Manager in London
✨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. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching common questions for Investment Operations Managers. Practice your answers, focusing on your experience with operational oversight and risk management. We want to see your analytical skills shine, so bring examples of how you've solved problems in the past.
✨Show Off Your Skills
When you get the chance, demonstrate your knowledge of systems like Aladdin or PowerBI. We love candidates who can talk about their experience with data management and process automation. Make sure to highlight any professional qualifications you have too!
✨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, we’re always looking for passionate individuals who are eager to contribute to our dynamic team.
We think you need these skills to ace Investment Operations Manager in London
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 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 the 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, such as trade settlement and mandate monitoring, as well as any relevant experience you have with systems like Aladdin.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical abilities during the interview. Think of examples where you've successfully managed data integrity or resolved operational risks. Highlight your experience with data management and how it relates to the role.
✨Understand the Regulatory Landscape
Familiarise yourself with Lloyd's trust fund rules and regulatory reporting requirements. Being able to discuss these topics confidently will show that you’re not just qualified but also genuinely interested in the compliance aspects of the role.
✨Emphasise Collaboration and Change Management
Since the role involves working with various stakeholders, be prepared to talk about your experience in collaborating with third-party managers and custodians. Share examples of how you've led change initiatives or improved processes in previous roles to showcase your leadership skills.
