Senior Investment Operations

4 days ago


London, UK, United Kingdom Leverton Search Full time

Our client, a well-respected public and private equity boutique is looking for an experienced Investment Operations candidate to lead their team. This is a broad role across back and middle office operations and there is plenty of opportunity to get involved with process efficiency projects. Any experience in systems migration / implementation would be advantageous as well.


The role will also involve:

  • Back and Middle Office investment operations
  • Trade support and managing the pre and post trade lifecycle
  • Monitoring the Order Management System, Valuation and Performance Measurement System, Pricing, Positions, Index, and static data
  • NAV Calculations and reporting
  • Monitoring of trade execution allocations to broker and oversight of outsourced settlements monitoring, as well as reporting on performance and compliance.
  • Liaise with broker(s), custodians, and third-party administrators to resolve queries in a timely fashion
  • Corporate action, Proxy voting and corporate actions, settlements and reconciliations
  • Supporting teams across the business with operational projects
  • Oversight on any outsources operations
  • Ad hoc projects that focus on improvements, automation and efficiencies


The ideal candidate will be:

  • 6-10 years of experience within Investment Operations (across back and middle office)
  • Ideally experience in project management of systems implementation / transfer
  • Pro-active and independent, with fantastic stakeholder management
  • Managerial experience is ideal as this will effectively be a team lead position
  • Able to work well under pressure and prioritise multiple competing tasks


At Leverton Search, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.


Due to the number of applications, we regret we will only be able to respond to successful applicants



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