At a Glance
- Tasks: Lead a dynamic team in investment operations, overseeing NAV production and reporting.
- Company: Boutique investment firm known for innovation and strong performance.
- Benefits: Opportunity for leadership growth, collaborative culture, and exposure to diverse asset classes.
- Other info: Join a high-performing team with a clear pathway to leadership.
- Why this job: Shape processes and drive efficiency while making a real impact in investment operations.
- Qualifications: Must hold ACA/ACCA qualification with experience in investment operations.
The predicted salary is between 50000 - 70000 £ per year.
A high-performing boutique investment firm, specialising in equities and alternatives, is seeking an ambitious Investment Operations professional to step into an aspiring Team Lead role. Known for its strong performance and innovative product offering, the firm provides a collaborative, flat structure and genuine opportunity to progress into leadership.
This role will initially focus on Investment Operations, with structured development across Fund Accounting and Valuations, offering a clear pathway into a broader leadership position spanning both functions.
Working within a lean, high-impact team, responsibilities will include oversight of NAV production, reconciliations, and reporting, alongside wider middle and back-office activities. The role partners closely with front office teams and external providers, supporting fund activity, investor deliverables, and fund launches.
A key element of the position is involvement in an ongoing systems transformation, providing the opportunity to shape processes, improve controls, and drive operational efficiency across the platform.
From the outset, the successful candidate will take on informal leadership responsibilities, supporting junior team members, overseeing workflow, and contributing to team development, with a clear route into a formal Team Lead role.
Candidates must hold a formal accounting qualification (ACA, ACCA, or equivalent) and bring strong experience in investment operations within asset management. Exposure to equities and/or alternative asset classes is highly desirable. A solid understanding of NAV processes and fund accounting principles is essential.
Prior mentoring or supervisory experience, a proactive mindset, and experience in process improvement or system implementation will be highly valued. Strong Excel skills, including VBA or macros, are advantageous.
This is an excellent opportunity for someone looking to step into leadership within a growing, high-performing investment platform, gaining broad exposure and real influence over how the function evolves.
We are committed to promoting fairness and equity throughout the recruitment process. If there is anything we can do to make the process more accessible or inclusive for you, please let us know.
Operations Team Lead ACA/ACCA Required employer: Leverton Search
As a high-performing boutique investment firm, we pride ourselves on fostering a collaborative and innovative work environment that empowers our employees to excel. With a flat organisational structure and a commitment to professional development, we offer clear pathways for career progression into leadership roles, particularly within our dynamic Investment Operations team. Our focus on operational efficiency and process improvement not only enhances our service delivery but also provides our team members with the opportunity to make a tangible impact on the firm's success.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Team Lead ACA/ACCA Required
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Leverton Search, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Leverton Search.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Leverton Search.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Leverton Search, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Operations Team Lead ACA/ACCA Required
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Leverton Search want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Leverton Search.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Leverton Search will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Leverton Search. Numbers speak louder than words!
How to prepare for a job interview at Leverton Search
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Leverton Search want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withLeverton Search.
