Investment Operations Manager

A highly regarded, investment management firm is seeking an Investment Operations Manager to join the operational function and support the continued growth of the business.

This is a hands-on leadership role, reporting directly into senior management, with responsibility for overseeing trading support, post-trade processes, reporting, fees, tax and regulatory operational delivery. You’ll also manage and develop a junior team member, ensuring robust controls and high-quality outputs across all operational activity.

Key Responsibilities:

• Oversee day-to-day investment operations across discretionary and advisory client mandates
• Line management and development of a Trade Analyst
• Maintain oversight of trading workflows, post-trade processing and reconciliations
• Manage corporate actions, events reporting and exception investigation
• Ownership of CGT and broader investment tax reporting, including complex client queries
• Oversight of fee processes including quarterly fee calculations and costs & charges disclosures
• Ensure accurate MiFID transaction reporting and adherence to operational regulatory requirements
• Drive process improvement, automation and operational risk reduction
• Support system configuration and data integrity across multiple platforms
• Partner closely with Investment, Client Services and Compliance teams to improve workflows

Skills & Experience Required:

• Minimum 5+ years’ experience in investment operations within asset management, wealth management or a fintech environment
• Strong understanding of trading operations, post-trade workflows and reconciliations
• Experience with fees, costs & charges, and investment reporting processes
• Knowledge of MiFID transaction reporting and operational regulatory requirements
• Exposure to CGT / tax reporting highly desirable
• Experience managing or mentoring junior staff
• Strong attention to detail, control mindset and investigative/problem-solving ability
• Comfortable working in a fast-paced, small-team environment
• Strong Excel skills; SQL knowledge beneficial but not essential

This is an excellent opportunity for an experienced investment operations professional looking for a role with genuine ownership, visibility, and the ability to shape operational processes in a growing firm.

Apply now to discuss confidentially.