At a Glance
- Tasks: Lead the implementation of a new Portfolio Management System in a dynamic investment environment.
- Company: Trinity House Group, a leader in financial services with a focus on innovation.
- Benefits: Competitive salary and the chance to work on impactful projects.
- Other info: Join a fast-paced team with opportunities for professional growth and development.
- Why this job: Be at the forefront of transforming investment operations and make a real difference.
- Qualifications: Experience in PMS implementations and strong project management skills required.
The predicted salary is between 60000 - 80000 £ per year.
Trinity House Group is seeking an experienced PMS Implementation Lead (Interim) to drive the end-to-end delivery of a new Portfolio Management System (PMS) within a complex multi-asset investment environment. The programme is at execution stage, with the strategic design and data migration approach already approved. This role will take ownership of implementation, operational readiness, and go-live success. This is a hands-on leadership role requiring operational expertise within a financial services environment, strong project management experience, and the ability to translate target operating models into live production environments.
Key Responsibilities
- Lead the full PMS implementation lifecycle from detailed design through to go-live and stabilisation
- Own the operational readiness plan, including UAT strategy, parallel run, and cutover execution
- Coordinate across vendors, internal operations, custodians, fund administrators, and data providers
- Define and enforce front-to-back operational workflows (trade capture, pricing, reconciliation, valuation, reporting)
- Oversee data migration validation, including positions, transactions, securities master, and performance history
- Design and run parallel accounting / NAV validation processes to ensure accuracy and control
- Manage issue resolution, break management, and production readiness governance
- Ensure integration of PMS with surrounding ecosystem (pricing feeds, OMS/EMS, risk systems, reporting tools)
- Act as the operational authority ensuring the system is fit for purpose at go-live and beyond
Required Experience
- Proven track record delivering at least 1 full PMS / investment accounting system implementations
- Strong understanding of buy-side investment operations, ideally across multi-asset or alternatives environments
- Hands-on experience with systems such as: Dynamo, eFront, Solovis / Allvue, or similar investment platforms
- Experience working with or alongside analytics / risk systems such as MSCI or Barra-style models
- Deep knowledge of data reconciliation, NAV validation, and shadow accounting processes
- Prior experience in hedge funds, private equity, asset management, or third-party administrators
- Comfortable operating in high-pressure cutover environments with production accountability
Desirable Experience
- Exposure to private markets, alternatives, or hybrid public/private portfolios
- Experience working in global operating models (multi-currency, multi-custodian setups)
- Familiarity with regulatory reporting and audit controls in investment operations
- Previous role in transformation programmes, not just steady-state operations
What Success Looks Like
- Clean, controlled cutover into the new PMS environment
- Stable NAV/valuation production within agreed tolerance from day one
- Fully functioning front-to-back operational workflows
- Clear reduction in manual reconciliations and operational risk
- Embedded operating model with trained BAU teams
For further details please reach out to Lauren De Quincey at Trinity House Group. We require a July start date so please only apply if you can be available within this time frame.
Operations Manager - PMS Implementation Lead in Slough employer: Trinity House Group
Trinity House Group is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration in the financial services sector. With a strong focus on employee growth, we provide opportunities for professional development and hands-on leadership experiences, particularly in the implementation of cutting-edge Portfolio Management Systems. Our culture promotes teamwork and operational excellence, ensuring that every team member plays a vital role in driving success within a complex multi-asset investment landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Manager - PMS Implementation Lead in Slough
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We think you need these skills to ace Operations Manager - PMS Implementation Lead in Slough
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Trinity House Group will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Trinity House Group. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Trinity House Group confidence in your short-term commitment to the role.
How to prepare for a job interview at Trinity House Group
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Trinity House Group.
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Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
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For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Trinity House Group that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
