Senior Operations Specialist Oversight-Asset Management Banking

Found in: beBee jobs GB - 3 weeks ago


London, Greater London, United Kingdom Telstra Associates Limited Full time

A Big 4 Consultancy is seeking a Senior Operations Specialist on a contract basis to work for a leading Investment Bank based onsite full time in London.

The Operations Specialist must have experience in Asset Management, Oversight, Onboarding, Operations and/or Financial Services within Investment Banking.

The Role


Institutional Oversight (IO) and MAS Operations (MAS Ops) team sits within Client Operations and has primary responsibility for all aspects of institutional account onboarding, portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries.

These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives.

The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios.

This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture.

The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships.


The role on a day to day basis:
Ensure the project is delivered on-time, within scope and budget

Developing project scopes and objectives, involving all relevant stakeholders, and ensuring technical feasibility

Develop a detailed project plan to track progress

Measure project performance using appropriate systems, tools and techniques

Report and escalate to management as needed

Manage the relationship with the client and all stakeholders

Create and maintain comprehensive project documentation

Understand operational risks within the team and actively work to mitigate risks

Holistic ownership and understanding of client accounts from a business Operations perspective by coordinating client events and issues across all operations teams and business partners

Coordinate and manage tasks across a multi-disciplined team to ensure key deliverables are met

Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact

Apply process reengineering methodologies in executing strategies and tactical solutions

We are looking to engage with individuals who have the following skills/experience:

Solid organizational skills including attention to detail and multi-tasking skills

Strong leadership skills

Excellent client-facing and internal communication skills

Excellent written and verbal communication skills

Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint

Bachelors degree required

Demonstrate strong risk management principles

Preferred Qualifications

Significant prior experience in Onboarding, Operations and/or Financial Services - relevant work experience

Demonstrate ability to partner across product groups, regions and functional responsibilities

Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions
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