Funds Investment Operations Manager Vice President

Job Location

FTC basis for 12months initially.

Type of Job

Published Date

25 May 2021, 20:30:00

London or Manchester based with some home working

About the job

Our client is a leading Financial Services business that has recently established a Fund and Investment Management (FIM) business division and is looking to establish a new Operations department within to support with existing and future portfolio acquisitions.

Working with FIM CEO, COO and CFO to define FIM Operations Group parameters, including agreeing allocation of responsibilities between FIM Operations, FIM Finance, FIM Legal and central functions, and relevant FIM Operations team

Developing robust pre-acquisition processes to ensure deals are optimally structured and all new entities/bank accounts/custody accounts/third-party relationships are set up in a timely manner

Developing robust and scalable post-deal management process maturity, from deal closing to onward portfolio management, in close collaboration with Fund Portfolio Management Group

Oversight of all FIM and fund-level entity structures and operating mechanics, including identifying areas for operating efficiency (cash maximisation and cost efficiency)

Oversight of external service providers and central functions, where services are provided to support FIM Operations (e.g. SS&C)

Development and maintenance of records management system

Maintenance of other fund documentation and information such as process library and CRM system

Leadership, coordination, governance and completion of specific programmes ensuring consistency with fund strategy, commitments and goals. Including:

Management of a portfolio of complex strategic initiatives that may span one or multiple lines of business.

Such initiatives may include the set up of new functions, insourcing of functions previously completed by third parties, developing new fund systems and expanding the fund manager franchise through the acquisition of businesses on a targeted/opportunistic basis.



  • Educated to degree level.

  • Experience in Finance Services (Banking or Accountancy) or Legal Services is essential

  • Experience with structuring and securitisation desirable

  • PRINCE II qualification is desirable.

  • Excellent Project Management skills are mandatory.

  • Excellent people and communication skills are mandatory.

  • Excellent problem-solving skills are required.

  • Excellent facilitation skills are required.

  • Excellent understanding of risks/issues and dependencies between tasks and projects.


  • Projects may be highly complex and varied meaning extensive knowledge of the fund operating model is required.

  • Strong commercial awareness is required.

  • Problems faced tend to be of a strategic level and will involve executive stakeholder engagement to help come to a decision.

  • A number of projects may be running at any one time so the holder will need to manage multiple, sometimes conflicting priorities

  • Stakeholder management is complex due to the senior/executive level at which relationships are managed.


  • High level of autonomy to act within the scope of the project/operation.

  • Initiative and reasoning skills key in making logical informed decisions.

  • Decisions may have far-reaching implications (internal & external) if made incorrectly or poorly.

  • Role will directly relate to the strategic objectives of the organisation.

  • Carries responsibility for the delivery of the project/initiative.


Will need to interact with, impact and influence stakeholders up to Executive level.

  • Will also deal with third parties at executive level.

  • Exchanging information and comms play a large and important part of their role.

  • Building rapport across the business is a key skill.

  • Needs to be assertive, proactive and able to make informed decisions, ultimately providing proposed direction/solutions to senior stakeholders


  • One direct report initially.

  • Responsible for managing operation/projects and in turn the operation/project budget/spend which could be up to £5m.

  • Matrix management of people in other teams.


  • Will need to be flexible to travel to other sites and also third-party sites.


Basic salary of c £75-80,000 + up to 50% bonus and leading corporate flexible benefits package

About us

Financial Careers Ltd is recognised as one of the Financial Services industry’s fastest-growing recruitment agencies. With nationwide coverage, we have the capacity to build meaningful, long-lasting relationships with our clients and candidates. We are dedicated to providing you with sound career advice, finding solutions and solving recruitment problems.

​We specialise in recruiting for the Financial Services industry and cover a wide range of roles and skillsets. Including, but not limited, to Financial, Mortgage Advisers, Paraplanners, Administration, Sales, Executive Support, Marketing, Operations, Compliance, Pensions, Employee Benefits, Business Development, IT, Digital, Project Management, and Business Transformation.

We cover permanent, contract and interim positions. Whether you are a client or a candidate, we pride ourselves on being honest, realistic and straightforward to deal with.

All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry. Please get in contact with us today.