Head of Operations - Investment Management

Head of Operations - Investment Management

Exeter

c. £50,000 - £60,000 per annum, plus benefits

Our client is a national Investment Management firm, who have a current opening on a fixed term contract, for an experienced Head of Operations. You will be responsible for managing and leading an experienced team in the smooth running and administration of their unitised products and model portfolios. You’ll be skilled in people management and have solid knowledge of the investment management industry.

Duties will include:

• Overseeing the delivery of administration services for unitised products and model portfolios, including literature production, fund valuation reconciliation, and providing date to clients and third parties.
• Coordinate with Fund Managers to execute instructions on unitised products and manage the update and rebalance process for investment portfolios.
• Play a vital role in managing relationships with fund ACD’s, investment platforms, and other third-party firms, ensuring smooth communication and service delivery.
• Lead a dedicated team by managing, developing, and training Fund and Model Operations Assistants.
• Engage with various projects and contribute to broader team initiatives.
• Stay up to date on Consumer Duty regulations, ensuring that all client interactions are fair, transparent, and compliant with regulatory standards.

Requirements:

You will need strong communication, people skills, and a professional, approachable demeanour, with excellent attention to detail. Ideally with relevant qualifications, or progress towards an Investment Management Certificate.

How to apply:

Please send your CV directly to Stuart at Reward Recruitment, or call him on 0 7 7 4 7 7 8 2 9 3 4 for a discreet and confidential chat.