Portfolio Operations Manager

Job Description

As a Portfolio Operations Manager, you'll play a crucial role in overseeing the administration and operations of our investment banking portfolios. Your expertise will help streamline processes, enhance productivity, and ensure compliance across the board. This position requires a keen eye for detail and the ability to manage complex financial data efficiently.

Responsibilities

• Act as the primary contact for portfolio-related inquiries from clients and internal teams.
• Manage and optimise workflows, identifying opportunities for process enhancements.
• Ensure compliance with legal and financial regulations affecting investment portfolios.
• Work closely with auditors during compliance reviews and audits.

Requirements

Education

• Bachelor's degree in Finance, Business Administration, or related field
• Master's degree in Finance or related discipline is advantageous

Experience

• 5+ years of experience in financial operations or investment management

Technical Skills

• Data Analysis Tools
• Portfolio Management Software

Soft Skills

• Problem Solving
• Team Management

Languages

• English: Fluent

Advantageous

• Training in investment banking: Strong training or certification in investment banking operations.
• Knowledge of investment instruments: Familiarity with various investment instruments and their operations.

Benefits

• Flexible working hours and remote work options
• Pension scheme with company contribution
• Access to wellness programmes and support
• Social and team-building events throughout the year

Company Culture

• Client Focus: We prioritize our clients' needs, ensuring that our services always exceed their expectations.
• Continuous Improvement: We are dedicated to continuous improvement, constantly seeking ways to enhance our processes and services.
• Respect: Respect for individuals and their contributions is at the core of our values.