At a Glance
- Tasks: Lead investment operations and ensure precision in trade execution and client reporting.
- Company: Fast-growing, FCA-regulated multi-family office in Marylebone.
- Benefits: Competitive salary, performance-based bonus, and private health insurance.
- Other info: Opportunity for career advancement in a high-intensity, collaborative environment.
- Why this job: Join a dynamic team and grow into portfolio management roles while making a real impact.
- Qualifications: 5+ years in investment operations with strong analytical and technical skills.
The predicted salary is between 70000 - 100000 £ per year.
Own the full investment operations function of a fast-growing multi-family office.
Verity Capital is 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. Please check out our website www.verity.capital for more information.
Investment Operations Manager - Verity Capital in London employer: Verity Capital
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, the company provides clear career progression opportunities, including potential paths to portfolio management for high-performing individuals. The team enjoys a supportive culture, competitive salary packages, and comprehensive benefits, including private health insurance, making it an attractive choice for those seeking meaningful and rewarding employment in the investment operations sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Manager - Verity Capital in London
✨Tip Number 1
Network like a pro! Reach out to people in the investment operations field, especially those connected to Verity Capital. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by brushing up on your technical skills. Since this role involves Python and trade execution, make sure you can talk confidently about your experience and how you've used these skills in real scenarios.
✨Tip Number 3
Show your passion for the industry! Be ready to discuss current trends in investment operations and how they relate to Verity Capital's work. This will demonstrate your genuine interest and help you stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Verity Capital.
We think you need these skills to ace Investment Operations Manager - Verity Capital in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Investment Operations Manager role. Highlight your hands-on experience with trade execution and data analytics, as these are key for us at Verity Capital.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about investment operations. Share specific examples of how you've solved problems in previous roles, as we love candidates who can own outcomes end-to-end.
Show Off Your Technical Skills:Since we're looking for someone comfortable with Python and Excel, don’t shy away from mentioning any relevant projects or tools you've used. This will help us see how you can contribute to our data infrastructure and automation efforts.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures it gets into the right hands quickly. Plus, you’ll find more info about our culture and values there!
How to prepare for a job interview at Verity Capital
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially around trade execution and settlement processes. Be prepared to discuss specific asset classes like bonds and ETFs, and demonstrate your understanding of MiFIR reporting obligations.
✨Showcase Your Technical Skills
Since the role requires proficiency in Python and Excel, be ready to talk about your experience with these tools. Consider bringing examples of how you've used automation to improve operational efficiency in previous roles.
✨Demonstrate Problem-Solving Abilities
Think of instances where you've identified issues and built solutions in your past work. Verity Capital values candidates who can own outcomes end-to-end, so share specific examples that highlight your analytical skills and attention to detail.
✨Cultural Fit is Key
Verity Capital operates in a high-intensity environment, so convey your resilience and competitive drive. Be prepared to discuss how you thrive under pressure and your curiosity about global markets and investments, as this aligns with their entrepreneurial culture.