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Head of Operations - Investment Management

Reward Recruitment
Posted 21 days ago, valid for 18 days
Location

Exeter, Devon EX4 2PL

Salary

£50,000 - £60,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Head of Operations position in Investment Management is based in Exeter, offering a salary of approximately £50,000 - £60,000 per annum, plus benefits.
  • This role requires an experienced professional to manage and lead a team responsible for the administration of unitised products and model portfolios.
  • Candidates should possess strong people management skills and a solid understanding of the investment management industry.
  • Key responsibilities include overseeing administration services, coordinating with Fund Managers, and managing relationships with third-party firms.
  • The ideal candidate should have relevant qualifications or be progressing towards an Investment Management Certificate, along with strong communication skills and attention to detail.

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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.