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- Tasks: Manage fund operations, onboard new funds, and ensure compliance.
- Company: Join a growing investment business in London with a dynamic team.
- Benefits: Enjoy hybrid working, a supportive team, and exposure to exciting projects.
- Why this job: Be part of a transformative phase and make a real impact.
- Qualifications: 5+ years in funds operations; proactive and detail-oriented.
- Other info: Immediate start for the right candidate; fixed term contract.
The predicted salary is between 43200 - 72000 £ per year.
We’re looking for a hands-on Funds Operations Manager to join a growing investment business on a 13-month fixed term contract. This role is ideal for someone who’s available at short notice and enjoys getting stuck into a challenge.
You’ll be part of a small, experienced team at a time of change. With new funds launching, operations evolving and regulatory demands increasing, we need someone who can hit the ground running and help shape what comes next.
What you’ll be doing:
- Supporting the day-to-day running and improvement of fund and external custody operations.
- Helping onboard new funds and custody mandates while optimising existing ones.
- Managing relationships with service providers (custodians, administrators, platforms).
- Ensuring compliance, from reporting deadlines to regulatory updates.
- Getting involved in wider projects that impact the operating model and infrastructure.
- Working closely with teams across the business – product, finance, compliance, marketing to keep things running smoothly.
What we’re looking for:
- Ideally 5+ years’ experience in a similar funds operations or custody role.
- Someone who can start quickly and bring value from day one.
- A team player who’s proactive, curious, and not afraid to ask questions or challenge the status quo.
- Strong organisational skills and attention to detail.
- Confident managing multiple priorities and deadlines.
- Comfortable working with external partners and internal stakeholders.
What’s in it for you:
- A genuinely varied role where your contribution will be valued.
- The chance to work with a supportive and high-performing team.
- Exposure to exciting fund developments and strategic projects.
- Potential for further opportunities as the business continues to grow.
Please note that only applicants with direct experience within a similar role/environment will be considered for this role.
Portfolio Operations Director employer: Oxley & Partners
Contact Detail:
Oxley & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Operations Director
✨Tip Number 1
Network with professionals in the investment and funds operations sector. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends, which can give you an edge in interviews.
✨Tip Number 2
Familiarise yourself with the specific regulatory requirements and compliance standards relevant to fund operations. Being well-versed in these areas will demonstrate your readiness to tackle the challenges of the role.
✨Tip Number 3
Prepare to discuss your experience with onboarding new funds and managing relationships with service providers. Have specific examples ready that showcase your ability to optimise operations and improve processes.
✨Tip Number 4
Showcase your organisational skills by preparing a plan for how you would approach the first few weeks in the role. This proactive mindset will impress interviewers and highlight your readiness to contribute from day one.
We think you need these skills to ace Portfolio Operations Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in funds operations or custody roles. Emphasise your 5+ years of experience and any specific achievements that demonstrate your ability to manage multiple priorities and deadlines.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive nature and curiosity. Mention how you can bring value from day one and your willingness to challenge the status quo. Be specific about why you're interested in this role and how it aligns with your career goals.
Highlight Team Collaboration Skills: In your application, emphasise your experience working closely with various teams such as product, finance, compliance, and marketing. Provide examples of how you've successfully managed relationships with external partners and internal stakeholders.
Showcase Problem-Solving Abilities: Demonstrate your strong organisational skills and attention to detail by providing examples of how you've improved fund operations or managed compliance in previous roles. This will show that you're capable of getting involved in wider projects that impact the operating model.
How to prepare for a job interview at Oxley & Partners
✨Showcase Your Experience
Make sure to highlight your 5+ years of experience in funds operations or custody roles. Be prepared to discuss specific examples of how you've successfully managed operations, onboarded new funds, and improved processes.
✨Demonstrate Proactivity
This role requires someone who can hit the ground running. Share instances where you've taken initiative in previous positions, whether it was improving workflows or addressing compliance issues before they became problems.
✨Emphasise Team Collaboration
Since you'll be working closely with various teams, it's crucial to demonstrate your ability to collaborate effectively. Discuss how you've built relationships with internal stakeholders and external partners to achieve common goals.
✨Prepare for Regulatory Questions
Given the increasing regulatory demands, be ready to discuss your understanding of compliance and reporting requirements. Familiarise yourself with current regulations that may impact the role and be prepared to share how you've ensured compliance in past positions.
