Head of Digital Portfolio Services

1 month ago


London, Greater London, United Kingdom William Blake Group Full time
Head of Digital Portfolio Services

William Blake Group is seeking an experienced professional to lead our digital portfolio services team. As Head of Digital Portfolio Services, you will play a critical role in ensuring the efficient execution of investment transactions, compliance with regulatory requirements, and effective oversight of our dealing operations.

Key Responsibilities:
  1. Oversee the efficient and effective execution of investment trades across asset classes, ensuring alignment with SLA's/KPI's and regulatory requirements.
  2. Perform dealing-related due diligence on outsourced service providers, including oversight of brokers, order execution policy, and other relevant processes.
  3. Collaborate with portfolio managers and outsourced service providers to optimize trade execution and ensure best execution practices.
  4. Oversee cash management activities and ensure robust control environments are established and maintained.
  5. Manage investment services owned critical suppliers, including governance, oversight of service delivery, maintenance of SLA's, and ongoing due diligence.
Requirements:
  1. 10+ years of experience in investment management, dealing, or related roles, with a minimum of 5 years in a senior position.
  2. Experience in managing outsourced service providers, with strong management of key deliverables and robust feedback.
  3. Strong understanding of risk management principles, regulatory requirements, and front office controls.
  4. Excellent interpersonal and stakeholder management skills, with the ability to collaborate with cross-functional teams.
  5. An analytical thinker, effective at problem-solving, with strong planning, organizing, and delivery skills.

William Blake Group is a market-leading Buy-side recruitment consultancy, focusing on three vertical specialisms across EMEA: Asset Management Distribution, Private Markets, and Buy-side Digital Solutions.



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