Our Client, a privately owned financial planning and discretionary investment management house is currently recruiting for an Investment Management Operations Manager to join their dynamic and fast paced team.
As Manager you will have opportunity to lead and develop 2 direct reports, in addition to overseeing and managing dealing activities.
Primary day to day responsibilities will include the following: Key responsibilities: Management of two direct reports Overseeing and managing the dealing activities of the firm to ensure dealing activities are timely, accurate and compliant.
Strong knowledge of investment products OEICs/Unit Trusts, ETFs, FX, investment trusts, listed equities, bonds and structured products.
Oversee the day-to-day dealing operations, order execution, trade settlements, risk management, corporate actions, trade reconciliations and fund reporting to ACDs.
Ensuring compliance with industry regulations and internal policies to maintain the integrity of trading operations.
Provide performance guidance, training, and mentorship to help individuals achieve their goals, develop skills and knowledge and contribute to the success of the firm.
Oversee the implementation and maintenance of dealing systems and technology to optimise trading efficiency and effectiveness.
Ensure current and risk-based view of dealing operations, and maintain an effective and tested business continuity plan to ensure quick recovery from an operational incident that may impacting trading.
Background & Experience: Demonstrate a strong technical knowledge and understanding of all financial products.
Bachelor's degree in Finance, Business Administration, or related field.
Minimum of 5 years' experience in investment operations or a related role.
Strong knowledge of financial markets and investment strategies.
Excellent analytical and problem-solving skills.
Strong leadership and team management abilities.
Exceptional communication and presentation skills.
A strong passion for delivering excellent, high quality service.
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted