Our financial services client is seeking an experienced professional to support a major transformation program within Investment Operations. This role will focus on driving future-state processes and workflows, strengthening controls, and enhancing integration with third-party vendors.
Key Responsibilities
- Support the Investment Operations Services Lead in shaping and implementing the future operating model.
- Review and refine the scope and role of Investment Operations in line with the future-state vision.
- Partner with subject matter experts (SMEs) to define and implement effective controls that strengthen end-to-end processes, including outsourced vendor integrations.
- Conduct impact assessments to analyze current (as-is) processes and design future processes, systems, and structures.
- Identify key risk areas, recommend mitigations, and propose new controls for robust operational processes.
- Collaborate closely with internal stakeholders and service providers, ensuring alignment and formal sign-off of requirements.
- Facilitate workshops and discussions with custodians, service providers, and counterparties to define and document optimal solutions.
- Contribute to project management activities, including reporting, risk/issue tracking, and governance processes.
- Support change management initiatives by providing content and context for effective stakeholder communication.
Candidate Attributes
- Deep understanding of the asset management industry, its business models, and terminology.
- Strong stakeholder engagement skills with the ability to interact confidently with portfolio managers, dealers, and operations staff.
- Detail-oriented with strong coordination and project management skills.
- Risk-aware, with a controls-driven mindset and proven ability to design effective risk mitigations.
- Mature, collaborative, and able to deliver results in a fast-paced environment.
Qualifications & Experience
- Bachelor's degree or equivalent.
- Minimum of 10 years experience in the asset management industry with significant exposure to operations.
- At least 3 years of direct experience leading change initiatives and implementations.
- Strong knowledge across multiple asset classes (derivatives, fixed income, equity markets) and their associated analytics.
- Solid understanding of Middle Office and Back Office outsourcing arrangements.
- Experience with BlackRock Aladdin is advantageous.
If you or anyone within your network is keen to discuss it further then please share your resume with [Confidential Information]
