Portfolio Services Operations Manager, VP (Buy-side)
Portfolio Services Operations Manager (VP level) opening working for a well established and leading global Financial Services firm providing Investment Management, Investment Banking and Wealth Management services. The business specialises in providing first-class level of service and invests in Fixed Income, Equity, Liquidity and Alternative products.
As VP for the Portfolio Services you will be servicing Portfolio Manager, Investment and Trading teams. Your core focuses is to be the Fixed Income specialist for Portfolio Managers, ensuring daily outsourced functions from the outsourced-service provider is within limits and trade/ information processing, and manage a highly skilled team.
Your daily duties will include but are not limited to:
*Management of a team of 4 - reviewing and conducting performance reviews, goal setting and career management for direct reports.
*Provide production support for the Fixed Income Investment and Trading team dealing with all types of queries and monitoring trade activity.
*Oversight of functions performed by the outsourced-service provider - monitoring SLA, KRIs and KPIs to assess current trend risks, and make recommendations highlighting specific risks to the appropriate escalation channels.
*Applying Risk Awareness and identifying potential risk factors that will affect the business area, and performing appropriate remedial action.
*Managing and building relationships with key internal stakeholders including IT to deliver tactical and strategic solutions required by the Investment teams.
*Partnering with other Operational teams including Client Service and Transitions to quickly resolve client queries and delivery solutions.
*Leading various local and global projects that meet the business' goals, including outsourcing conversion activities.
*Pro-actively working with global counterpart and making recommendations for process improvements and consistency.
*Supporting and assisting in new Products and Instruments.
To qualify for the role you MUST have:
*In-depth Fixed Income and Derivatives product/ instrument knowledge (in addition to other asset classes), as you will be facing off to Portfolio Managers and answering technical Investment queries.
*Solid experience working in a similar role within an Investment Management firm.
*Practical experience of working and dealing with out-sourced service providers.
*Practical experience of managing direct reports, including the daily oversight, performance reviews, goal setting and conflict resolution.
*Practical experience of interacting with multiple internal and external parties.
*Strong Excel skills (macro level)
*Strong risk awareness.
*Excellent attention to detail and a curious mind that creates innovative ideas/ methods to improve processes and exceed expectations.
*Ability to work autonomously.
Desired skills are:
*Working knowledge of multiple jurisdictions and legal requirements, including but not limited to: Italian Pension Funds, German KAG's, Australian Superannuation Funds, Luxembourg SICAVs and Dublin register funds.
*Native/ Fluent European language skills.
Your application will only be considered if you match the requirements above.
If interested in the role please apply today.
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