Head of Portfolio Services

4 weeks ago

London, UK, United Kingdom William Blake Group Full time

Main Responsibilities:

Dealing Operations

  • Oversee the efficient and effective execution of investment trades across asset classes (Equities, fixed income, derivatives, FX) by the outsourced service provider in line with SLA’s/KPI’s, providing escalation or challenge where required.
  • Perform dealing related due diligence on the outsourced service provider including oversight of brokers, order execution policy and other relevant processes, policies and procedures.
  • Collaborate with portfolio managers and the outsourced service provider to optimise trade execution.
  • Oversee cash management activities.
  • Oversee FX activities including portfolio overlay and shareclass hedging.
  • Management of investment services owned critical suppliers, including ownership of governance, oversight of service delivery, maintenance of SLA’s, performance of ongoing due diligence and relationship management.
  • Monitor the daily dealing activity across all funds and segregated mandates and ensure that any trade issues are resolved in a timely manner by working closely with our outsourced dealing desk, internal dealing desk, technology team and investment teams.

Investment Oversight

  • Oversee the monitoring of investment portfolios to ensure alignment with the firm’s risk appetite, and regulatory requirements.
  • Conduct regular reviews of investment compliance with relevant rules and investment mandates.
  • Develop and maintain investment policies, procedures, and controls to safeguard client assets.
  • Provide feedback to fund managers as appropriate including facilitating feedback from outsourced service provider.
  • Foster a good relationship with Risk & Compliance team.

Team Management

  • Ensure that the team operating model and systems meet business needs and are operated and delivered to the highest standards.
  • Ensure that all team owned policies and procedures are accurate, up to date and reviewed and approved on a regular basis.
  • Oversee, own and act as an escalation point in the resolution of complex operational issues in a timely and effective manner, including those between the firm and its third-party suppliers.
  • Ensure good outcomes are delivered for all The Firm’s clients and customers
  • Produce management information and reporting in respect of the team including best execution reporting.
  • Ensure that risks across the teams are identified and understood and that robust control environments have been established, maintained, documented and delivered.
  • Have appropriate and effective business continuity plans for all areas of functional responsibility and ensure these are regularly updated and tested.
  • Manage budgets and costs effectively.
  • Keep up to date with regulatory and industry developments that may affect the risk profile of the firm and the function.
  • Collaborate with other areas of the firm, on issue management, escalation, resolution and on-going change deliverables and in contributing to the strategic deliverables of the business.
  • Responsible for key accountabilities under the Risk Management Policy and Framework, including documenting procedures for and oversight of key processes and controls; understanding and managing key risks; remediating control weaknesses; managing risk events; ensuring the team understand the requirements of the Risk Management Policy.

Desired Attributes and Skills:

  • 10+ years of experience in investment management, dealing, or related roles, with a minimum of 5 years in a senior position.
  • Experience of being responsible for managing an outsourced service provider, with the ability to show strong management of key deliverables and provide robust feedback.
  • Experience of being the key interface between the firm and an outsourced service provider, ensuring that all parties have the relevant information to support and deliver a successful operating model.
  • In-depth knowledge of financial markets, trading strategies, and investment products.
  • Strong understanding of risk management principles and regulatory requirements.
  • Extensive knowledge and experience of buy-side trading, ideally having led a trading desk in a buy side environment.
  • Extensive knowledge of regulatory requirements in relation to front office controls and best execution requirements.
  • Previous experience of presenting to and chairing internal governance meetings.
  • Working knowledge of the FCA, their current areas of focus and their views on best practice and conduct in relation to the function.
  • Excellent communication and leadership skills.
  • Keen attention to detail.
  • Ability to work in a fast-paced environment.
  • Proven track record of developing and documenting process and procedures.
  • Strong influencing skills and the ability to build effective relationships.
  • Excellent interpersonal and stakeholder management skills.
  • An analytical thinker, effective at problem solving with strong planning, organising and delivery skills

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