At a Glance
- Tasks: Lead investment operations and ensure smooth trade execution and compliance.
- Company: Fast-growing multi-family office in Marylebone, London.
- Benefits: Competitive salary, performance bonuses, and private health insurance.
- Other info: Opportunity for career growth into portfolio management.
- Why this job: Join a dynamic team and shape the future of investment operations.
- Qualifications: 5+ years in investment operations with strong analytical and technical skills.
The predicted salary is between 70000 - 100000 £ per year.
A fast-growing, FCA-regulated multi-family office based in Marylebone. This is a senior, hands-on role at the centre of everything we do — working directly with the Founding Partner/CIO across investment operations, data infrastructure and client delivery. The role is broad by design. You will be the operational backbone of the investment process, ensuring the firm runs with precision and scalability. For the right candidate, there is a genuine path towards portfolio management responsibilities (if suitable). You will be as comfortable writing Python as you are executing a bond trade or preparing a client performance report. You will be expected to identify problems, build solutions, and own outcomes end-to-end. This is an office-based role at our Marylebone headquarters. We are a small, high-intensity team and we work best together in person.
Key Responsibilities
- Trade Execution & Settlement
- Execute trades across asset classes (bonds, ETFs/stocks, hedge funds) on behalf of client portfolios
- Manage the full trade lifecycle: bookings, confirmations, settlement, and corporate actions
- Regulatory & Compliance Reporting
- Own MiFIR transaction reporting, ensuring completeness and accuracy across all instruments
- Support the compliance function with data preparation for FCA obligations
- Custodian Operations & Reconciliations
- Perform position reconciliations across custodian accounts
- Identify and resolve pricing discrepancies, data feed issues and valuation breaks promptly
- Maintain data integrity across all systems with timely escalation of material issues
- Cash & Portfolio Management Support
- Oversee cash management across clients (reinvest redemptions/early calls, FX where necessary)
- Support portfolio-level reporting, performance attribution and accurate calculation of fees
- Assist with front-office reporting workflows and bespoke client deliverables
- Data, Automation & Technology
- Build and maintain automated workflows to reduce manual processes and improve operational efficiency
- Act as the firm’s internal data analyst — maintaining clean, reliable data across all systems
- Evaluate and implement operational/portfolio management tools as the firm scales
About You
- Work Experience
- 5+ years in investment operations, middle office, or a closely related function within a hedge fund, asset manager, private bank, or family office
- Practical, hands-on experience with trade execution across asset classes
- Custodian reconciliations and data analytics
- Working knowledge of MiFIR/MiFID II transaction reporting obligations
- Experience with hedge fund bookings, NAV oversight or fund valuations
- Technical Skills
- Strong Excel/VBA skills
- Proficiency in Python (or similar) for data processing and workflow automation
- Programming skills would be preferential
- Curiosity about applying LLM and AI tools to our workflows
- Experience with custodian portals and portfolio management systems
- Academic Background
- Degree in Mathematics, Physics, Computer Science or Engineering preferred. Finance, Economics considered
- Character & Culture
- Intellectually curious about global markets, investments and portfolio management
- Comfortable operating in an entrepreneurial environment
- Exceptional attention to detail
- Resilience under pressure, coachability, competitive drive without ego.
What We Offer
- Salary: £70,000 – £100,000 depending on experience
- Bonus: Discretionary, performance-based
- Benefits: Private health insurance (AXA)
- Location: Marylebone, London (office-based)
- Reporting Line: Directly to the Founding Partner / CIO
- Career Path: Head of Operations, COO, Portfolio management for the right candidate
About Verity Capital
Verity Capital is one of London's leading multi-family office platforms, directly regulated by the FCA. We provide institutional-grade, product-led wealth management to ultra-high-net-worth families, entrepreneurs and corporations. Our investment universe is Liquids but also Alternatives. Our partners are seasoned professionals from top-tier institutions, and we pride ourselves on delivering independent, technically sophisticated and genuinely tailored advice to some of the most discerning families/single family offices in the world. We are in a period of strong growth and are looking for the right candidate to grow with us by helping scale the platform.
Investment Operations Manager - Verity Capital employer: Jobs via eFinancialCareers
Verity Capital is an exceptional employer located in the vibrant area of Marylebone, London, offering a dynamic work environment where innovation and collaboration thrive. With a strong focus on employee growth, we provide clear career progression opportunities towards senior roles such as Head of Operations or Portfolio Management, alongside competitive salaries and performance-based bonuses. Our culture fosters intellectual curiosity and resilience, making it an ideal place for professionals eager to make a meaningful impact in the investment operations space.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Manager - Verity Capital
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We think you need these skills to ace Investment Operations Manager - Verity Capital
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