Overview
Investment Operations Manager - Family Office. A leading family office is seeking an experienced Operations Manager to support the smooth delivery of investment solutions to high-net-worth clients. The firm provides premium service, a collaborative environment, and a long-term growth approach.
This is an opportunity for an investment operations professional who thrives in a hands-on environment and wants to be part of a dynamic, high-performance business.
Role
As an Operations Manager, you will be a central part of the team, responsible for coordinating and administering day-to-day operational functions. This includes investment administration, compliance support and client reporting.
Key responsibilities
* Daily administration of client investment portfolios.
* Coordinating and preparing client documentation, including KYC and investment paperwork.
* Managing workflow to ensure timely delivery of operational tasks.
* Preparing accurate reporting for client meetings and reviews.
* Supporting compliance and regulatory obligations, including drafting periodic reports.
* Liaising with fund managers, accountants, banks, and other external service providers.
* Management of execution of investments.
About You
The ideal candidate will bring proven experience in investment operations within a family office or boutique wealth management firm. You will be detail-oriented, client-focused, and capable of balancing competing priorities.
Key skills and experience
* Strong organisational skills and attention to detail.
* Demonstrated understanding of investment processes for sophisticated investors.
* Broad knowledge of investment products and asset classes.
* Experience in investment reporting, reconciliations, and performance reporting.
* Familiarity with accounting/tax principles relating to investments.
* Understanding of AFSL compliance obligations (advantageous but not essential).
* Previous client-facing or service provider engagement experience (advantageous).
* Excellent communication skills and a collaborative approach.
How to apply
Contact Jordan Cavani with a copy of your resume ( ) for further consideration.
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