Head of Investment Operations: West End Boutique Wealth Management
5 days ago
The Role
Head of Investment Operations: West End Boutique Wealth Management & Institutional Asset Management company
Martis Search are representing London based, boutique Asset Management company to hire a permanent “Head of Investment Operations.”
In-our-opinion this is one of the best and most exciting, senior Buyside Head of Operations roles this year.
The role requires someone with both extensive Wealth Management & Institutional Asset Management Operations experience as a “Head of Operations” from a reputable between $2 bn AUM - $15 bn AUM Asset Management type company
The chosen incumbent needs strong working knowledge of Equities, Fixed Income, Fund-of-Funds and Private Equity (must have strong Securities, Funds and Private Equity Operational knowledge).
This is an amazing opportunity to join a growing boutique Asset Manager and to really make your mark on the business. The role reports into their CEO and the company already boast a multi-billion $ AUM. The business is growing with new clients coming onboard and new market/ investment ideas being generated too.
The role involves managing an existing Investment Operations team and the role will also require a strategic Head of Operations; you will be expected to lead, manage and co-ordinate all Operational infrastructure within the team, the wider business, external systems and service providers in all aspects of investment activity and the client interaction.
Their client base is a mix of global “Ultra-High-Networth” individuals and families, as well as Institutional clients such as Pension Funds and Insurance companies. Our client is expecting for someone to have strong Asset Management Operations experience (as a Head of Operations) across both client types.
This a strategic and senior Head of Operations role with a lot of change needed such as new product/ fund launches, choosing new systems suppliers and Custodians/ administrators/ 3rd party suppliers, implementing a new OMS/ PMS from its’ inception, as well as creating new “Client Operations” departments in 2025.
The role is hybrid and encompasses extensive senior Operations experience across a wide range of different investment asset-classes, fund types and working with multiple Custodians. You will be expected to re-design a lot of their Operational infrastructure and be the most senior leader in the business relating to anything within Operations. There is no current COO, but a straight line into the CEO and you will be working with their Executive team (which you will be part of) i.e. Head of Compliance, their CFO etc.
Being a senior Operations Director, the role responsibilities will cover global clients, trading in global markets. Although there is a separate Head of Compliance, at this level you still need to understand the ramifications of external Compliance that affects the Operations department such as MiFID II, EMIR Trade & Transaction Regulatory Reporting. In addition, having experience UCIT’s and SICAV Fund entity types is also mandatory.
Responsibilities include, but are not limited to:
- Portfolio Management queries & Operations support
- Trade Support
- Settlements
- NAV Oversight
- Static Data
- Performance Reporting
- Client Reporting
- Client Services
- RFP Preparation/ Marketing packs for the Sales & Relationship Management team
Please feel free to reach out to Martis Search for a more detailed spec.
Salary
Very good salary and package. However, please feel free to reach out to Martis Search for more information
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