At a Glance
- Tasks: Manage investment operations and ensure accurate reporting and compliance.
- Company: Join a leading insurance firm with a focus on innovation.
- Benefits: Attractive salary, flexible working options, and opportunities for professional growth.
- Other info: Collaborative team culture with a focus on continuous improvement.
- Why this job: Be the key link between strategy and execution in a dynamic investment environment.
- Qualifications: Experience in investment operations and strong knowledge of regulatory processes.
The predicted salary is between 60000 - 80000 £ per year.
Oversee the operational integrity of the investment portfolio, ensuring investment activities are accurately recorded, monitored, and controlled. Acting as the link between strategy and execution, you will manage investment operations, systems, third-party providers, and regulatory compliance.
Key Responsibilities
- Manage end-to-end investment operations, including trade settlement, accounting, reporting, mandate monitoring, and data integrity across multiple asset classes.
- Oversee relationships with custodians, fund managers, administrators, and data providers.
- Ensure correct asset positioning across trust funds and compliance with Lloyd's requirements.
- Maintain investment systems (e.g., Aladdin, Power BI) and ensure accurate portfolio data for internal, regulatory, and Lloyd's reporting.
- Investigate and resolve operational issues, breaches, and risk events while driving process improvements.
- Lead operational change initiatives, including manager transitions, new mandates, and account openings.
Requirements
- Investment operations, ideally within a Lloyd's Syndicate or insurance or asset management.
- Strong knowledge of Lloyd's processes, trust fund rules, and regulatory reporting.
- Understanding of traded assets, pooled investments, and illiquid asset valuation.
- Experience with investment systems (e.g., Aladdin), data management, and process automation.
Investment Operations Manager (Insurance) in West Bromwich employer: High Finance (UK) Limited
As an Investment Operations Manager at our esteemed insurance firm, you will thrive in a dynamic work culture that prioritises collaboration and innovation. We offer competitive benefits, including professional development opportunities and a commitment to employee growth, all within a vibrant location that fosters both personal and professional fulfilment. Join us to be part of a team that values integrity and excellence in managing investment operations.
