Investment Operations Manager 05D25

An Investment Operations Manager plays a critical role in overseeing the day-to-day functions involved in managing investments. This position requires an individual who can handle the complexities of operational aspects related to investments, ensuring efficiency, compliance, and alignment with organizational objectives. An Investment Operations Manager diligently manages processes such as fund transfers, reconciliations, trade settlements, and reports preparation. They coordinate between different departments to facilitate smooth operations, identify areas of improvement, and implement strategic initiatives to enhance performance. The role demands excellent analytical abilities, attention to detail, and the capacity to thrive in a fast-paced, dynamic environment, ensuring that all investment operations are managed seamlessly.

Responsibilities

• Oversee daily investment operations, including trade settlements and fund transfers management.
• Ensure all transactions are processed accurately and in a timely fashion to prevent discrepancies.
• Collaborate with portfolio managers to support the investment decision-making process.
• Develop and implement policies to streamline operations while ensuring compliance with regulations.
• Conduct regular audits and reviews of existing operations to identify areas for process improvement.
• Liaise with external vendors and service providers to optimize operational efficiencies.
• Prepare detailed reports on operational performance for senior management review.
• Supervise and mentor operations staff, providing necessary training and support.
• Monitor compliance with regulatory guidelines and achieve internal risk management objectives.
• Coordinate with IT department for system updates and maintenance enhancing operational workflows.
• Address issues related to discrepancies promptly and implement corrective measures.
• Manage project timelines and budgets for new operational initiatives related to investment management.

Requirements

• Bachelor’s degree in Finance, Business Administration, or related fields is required.
• Extensive experience in financial operations, with a focus on investment management.
• Proven leadership skills with the ability to manage and develop a team effectively.
• Excellent analytical and problem-solving skills, capable of process optimization.
• Strong knowledge of financial regulations and compliance standards in investment operations.
• Exceptional communication skills, both written and verbal, to interact with stakeholders.
• Proficiency in using financial software tools and systems for operational efficiency.