Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Manageme... Apply now
Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Manageme...

Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Manageme...

London Full-Time 72000 - 108000 £ / year (est.)
Apply now
Z

At a Glance

  • Tasks: Lead and manage the Investment Operations team in a dynamic asset management environment.
  • Company: Join a growing boutique Asset Management firm with multi-billion $ AUM in London.
  • Benefits: Enjoy a hybrid work model and a competitive salary package.
  • Why this job: Make a significant impact on operations and work closely with the CEO and executive team.
  • Qualifications: Extensive experience in Wealth Management and Institutional Asset Management is essential.
  • Other info: Opportunity to redesign operational infrastructure and launch new products.

The predicted salary is between 72000 - 108000 £ per year.

<p>Job Description</p><p><strong>The Role</strong></p><p><strong>Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Management company</strong></p><p>Martis Search are representing a London-based boutique Asset Management company to hire a permanent Head of Investment Operations.</p><p>This is one of the most exciting senior Buyside Head of Operations roles this year.</p><p>The role requires someone with extensive Wealth Management & Institutional Asset Management Operations experience as a Head of Operations from a reputable company with AUM between $2 bn – $15 bn.</p><p>The chosen incumbent needs a strong working knowledge of Equities, Fixed Income, Fund-of-Funds, and Private Equity, along with strong Securities, Funds, and Private Equity Operational knowledge.</p><p>This is an amazing opportunity to join a growing boutique Asset Manager and make a significant impact on the business. The role reports to the CEO, and the company boasts multi-billion $ AUM. The business is growing with new clients and innovative market/investment ideas.</p><p>The role involves managing an existing Investment Operations team. You will be expected to lead, manage, and coordinate all operational infrastructure within the team, the wider business, external systems, and service providers in all aspects of investment activity and client interaction.</p><p>The client base includes global Ultra-High-Net-Worth individuals and families, as well as Institutional clients such as Pension Funds and Insurance companies. Strong Asset Management Operations experience across both client types is essential.</p><p>This is a strategic and senior Head of Operations role requiring significant change, including new product/fund launches, selecting new systems suppliers and custodians/administrators/3rd party suppliers, implementing a new OMS/PMS from inception, and creating new Client Operations departments in 2025.</p><p>The role is hybrid and encompasses extensive senior Operations experience across various investment asset classes, fund types, and working with multiple custodians. You will be expected to redesign much of their operational infrastructure and be the most senior leader in the business regarding Operations. There is no current COO, but you will have a direct line to the CEO and work with the Executive team, including the Head of Compliance and CFO.</p><p>As a senior Operations Director, your responsibilities will cover global clients trading in global markets. Although there is a separate Head of Compliance, you need to understand the implications of external Compliance that affects the Operations department, such as MiFID II, EMIR Trade & Transaction Regulatory Reporting. Experience with UCITs and SICAV Fund entity types is also mandatory.</p><p><strong>Responsibilities include, but are not limited to:</strong></p><ul><li>Portfolio Management queries & Operations support</li><li>Trade Support</li><li>Settlements</li><li>NAV Oversight</li><li>Static Data</li><li>Performance Reporting</li><li>Client Reporting</li><li>Client Services</li><li>RFP Preparation/Marketing packs for the Sales & Relationship Management team</li></ul><p>Please feel free to reach out to Martis Search for a more detailed spec.</p><p><strong>Salary</strong></p><p>Very good salary and package. Please feel free to reach out to Martis Search for more information.</p> J-18808-Ljbffr

Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Manageme... employer: ZipRecruiter

Join a dynamic and innovative boutique Asset Management firm in the heart of London's West End, where your expertise as Head of Investment Operations will directly influence the growth and success of the business. With a strong focus on employee development, a collaborative work culture, and the opportunity to lead significant operational changes, this role offers a unique chance to make a meaningful impact while working with a prestigious client base. Enjoy a competitive salary package and the flexibility of a hybrid work environment, all while being part of a forward-thinking team dedicated to excellence in Wealth and Institutional Asset Management.
Z

Contact Detail:

ZipRecruiter Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Manageme...

✨Tip Number 1

Make sure to highlight your extensive experience in Wealth Management and Institutional Asset Management Operations. Focus on your previous roles where you managed teams and led operational changes, as this is crucial for the Head of Investment Operations position.

✨Tip Number 2

Demonstrate your knowledge of various asset classes such as Equities, Fixed Income, and Private Equity. Be prepared to discuss specific examples of how you've successfully navigated operations in these areas during interviews.

✨Tip Number 3

Familiarize yourself with regulatory frameworks like MiFID II and EMIR, as well as fund types like UCITs and SICAV. Being able to speak confidently about compliance implications will set you apart from other candidates.

✨Tip Number 4

Network with professionals in the boutique asset management space. Attend industry events or webinars to connect with potential colleagues or mentors who can provide insights into the company culture and expectations for the role.

We think you need these skills to ace Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Manageme...

Wealth Management Operations
Institutional Asset Management
Equities Knowledge
Fixed Income Expertise
Fund-of-Funds Understanding
Private Equity Operations
Securities Operations Knowledge
Client Interaction Skills
Operational Infrastructure Design
Change Management
Product Launch Experience
System Supplier Selection
OMS/PMS Implementation
Client Operations Development
Regulatory Compliance Knowledge (MiFID II, EMIR)
UCITS and SICAV Fund Familiarity
Trade Support
Settlements Oversight
NAV Oversight
Performance Reporting
Client Reporting
RFP Preparation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your extensive experience in Wealth Management and Institutional Asset Management Operations. Focus on your previous roles as a Head of Operations and emphasize your knowledge of Equities, Fixed Income, Fund-of-Funds, and Private Equity.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your strategic vision aligns with the company's growth plans and your experience in managing operational infrastructure and leading teams.

Highlight Relevant Achievements: Include specific examples of your past achievements in similar roles, such as successful product launches, system implementations, or improvements in operational efficiency. Quantify your impact where possible to demonstrate your value.

Understand Regulatory Requirements: Showcase your understanding of relevant regulations like MiFID II and EMIR Trade & Transaction Regulatory Reporting. Mention any experience you have with UCITs and SICAV Fund entity types to strengthen your application.

How to prepare for a job interview at ZipRecruiter

✨Showcase Your Extensive Experience

Make sure to highlight your extensive experience in Wealth Management and Institutional Asset Management Operations. Be prepared to discuss specific examples from your previous roles that demonstrate your ability to manage operations effectively in a similar environment.

✨Demonstrate Knowledge of Investment Products

Familiarize yourself with various investment products such as Equities, Fixed Income, Fund-of-Funds, and Private Equity. During the interview, be ready to discuss how your knowledge of these products can contribute to the operational success of the firm.

✨Discuss Change Management Experience

Since this role involves significant change, including new product launches and system implementations, be prepared to share your experiences with change management. Highlight any successful projects where you led operational improvements or implemented new systems.

✨Understand Regulatory Implications

Given the importance of compliance in this role, ensure you have a solid understanding of relevant regulations such as MiFID II and EMIR. Be ready to discuss how these regulations impact operations and how you have navigated compliance challenges in the past.

Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Manageme...
ZipRecruiter Apply now
Z
  • Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Manageme...

    London
    Full-Time
    72000 - 108000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-16

  • Z

    ZipRecruiter

  • Other open positions at ZipRecruiter

    Z
    Senior Operations Manager - Family Office - 12-month FTC

    ZipRecruiter

    London Temporary 72000 - 100000 £ / year (est.)
    Z
    Senior Project Manager (Construction Consultancy)

    ZipRecruiter

    London Full-Time 55000 - 80000 £ / year (est.)
Similar positions in other companies
R
Operations Manager

RedTusk Talent

Full-Time 43200 - 72000 £ / year (est.)
L
Operations/Chief of Staff - Hybrid/W1

Leaman Consulting LLP

Full-Time 72000 - 108000 £ / year (est.)
Europas größte Jobbörse für Gen-Z
discover-jobs-cta
Discover now
>