Client Operations Manager
22 December 2023
Our client is a highly reputable investment management firm renowned for its bespoke and client-centric approach. Due to continued business success, they are now seeking a skilled Client Operations Manager to join the team.
Reporting directly to the Head of Client Operations, the Client Operations Manager will take on the following responsibilities:
- Overseeing the generation of any and all client reports, ensuring performance and data metrics are accurate and precise.
- Enhancing Operational Procedures in order to support the seamless implementation of accurate post-trade transactions.
- Streamlining the transition to new internal databases, ensuring all data capture is relevant to Client communications.
- Supporting in the preparation of meeting packs and client documentation in order to inform bespoke portfolio strategy.
- Implementing strategic measures and contributing to investment recommendations in order to mitigate risk during the transition phase.
- Performing portfolio modelling and employing enhanced data analysis to ensure metrics are accurate.
The ideal candidate for this role will possess the following skillset:
- Minimum 5 years of experience across Client Services and Operations within Investment Management.
- Demonstrated expertise in long-only asset classes.
- Exceptional analytical skills and attention to detail.
- Experience with ultra-high net worth clients or high net worth.
- Humble, hardworking attitude with excellent communication skills.
This presents a remarkable opportunity for an ambitious Operations professional to make a substantial impact within a respected Investment Management firm.
The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.
If you feel your experience resonates with the outlined criteria, please submit your CV for consideration.
Please note that due to the volume of applications received, we regret that we are unable to respond to each applicant individually.
“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”