Operations Manager

This is an exciting opportunity for an ambitious individual to join a fast-growing, independent private client asset management business which has the provision of exceptional client service at its core.

The role involves:

- All aspects of investment and securities operations, including liaising with sub-custodian and outsourced custody and back-office services provider, processing of investment dealing and settlement instructions and payment requests;
- Regular liaison with Investment Front Office to deal with requests, remediation and query resolution.
- Assist in the preparation of valuations and packs.
- Reviewing client due-diligence and take-on documents.
- Setting up client accounts and investment portfolios.

Ideal candidates will have a Level 4 qualification and 3 years’ industry experience.