Sr. Manager – Investment

from 14 to 22 year(s) of Experience

Job Description

Roles and Responsibilities

It is an Interim role for a period of 6 -12 months

A senior figure with strong domain expertise and leadership capabilities

  • Excellent understanding of the investment management process across the full range of asset classes and client types
  • Act as senior contributor, lead the team and deliver on internal strategic initiatives and process improvements
  • Experience to include rule coding and exception monitoring and resolution with investment managers.
  • Investigate any escalated issues for clients which are more complex in nature
  • Present report / MI at Committees and Boards, as required
  • Strong relationships with clients and internal stakeholders
  • Leadership and process improvement/project experience would be viewed favourably.
Desired Candidate Profile

  • Experience in investment / Mandate / portfolio compliance monitoring within Investment firms or other Advisory or Consulting Firms
  • Experience of using investment guideline monitoring systems for pre and post-trade monitoring, escalation of investment guideline breaches and commenting on guideline violation reasons within the compliance monitoring system.
  • Experience using Black Rock Aladdin is a significant plus. Alternatively Charles River, Latent Zero Sentinel or Thinkfolio
  • Knowledge of security classification data, experience using Bloomberg, Reuters etc.
  • Strong understanding of financial instruments across asset classes, including equity, fixed income, alternatives, multi-asset and derivative instruments
  • Understanding of UK and European regulatory frameworks that impact investment guideline monitoring and UCITS/AIFM/NURS/COLL rules
  • Understanding of prospectus and IMA documentation
  • Microsoft Office (Excel, Word, PowerPoint etc) skills
  • Excellent partnership and stakeholder management skills as well as build strong relationships and work collaboratively with teams across the business
  • Experience of liaising, influencing and negotiating effectively with all internal and external parties and stakeholders
  • Ability to operate remotely, in a diverse and multi-cultural environment with international work or consultancy exposure.

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Operations/Processes

Role:Investment/Treasury Manager


Desired Candidate Profile

Please refer to the Job description above


UG:B.A - Economics, Maths, B.Com - Commerce, B.Sc - Maths

PG:M.A - Maths, MBA/PGDM - Finance

Doctorate:Other Doctorate

Company Profile

SuperCFO Advisory Services LLP.

The mentioned position is for a client of SuperCFO.

View Contact Details+

Contact Company:SuperCFO Advisory Services LLP.