Investment Operations Manager Job at Orbis Consultants (London)

Investment Management Operations Associate

As an Operations Associate, you will support day-to-day investment operational a...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

3+ years of wealth operations experience
Strong understanding of a broad range of financial instruments
Knowledge of financial markets, investment strategies, and operational processes
Excellent analytical capabilities with strong problem-solving skills
Clear and confident communication, both written and verbal

Job Responsibility

Manage daily dealing activity, order execution, trade settlements, and reconciliation
Oversee cash management, corporate actions, and risk-related controls
Support fund reporting and communication with Authorised Corporate Directors (ACDs)
Ensure client portfolios remain aligned to agreed model strategies, maintaining appropriate tolerances across multiple platforms
Uphold regulatory standards, internal controls, and operational best practices
Ensure all trading and operational processes meet industry and governance requirements

Fulltime

Investment Operations Reporting Manager

Join an organisation committed to sustainable development and private sector gro...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

Strong experience managing Investment Operations (Reconciliations a must) and investee Reporting
Deep understanding of financial products, reconciliations, and portfolio management systems (ideally eFront)
Private Equity and/or Emerging Markets experience
Ability to analyse discrepancies, review financial reports, and present data clearly
Proven success implementing process improvements and managing complex stakeholder relationships
Advanced Excel skills and data-driven decision making

Job Responsibility

Build and lead a newly created team (initially 1–2 people in London, with potential to grow across geographies)
Drive cash and stock reconciliations, improving tools, reducing aged breaks, and enhancing processes
Oversee investee reporting workflows, including fund reports, loan covenant data, and post-trade documentation
Collaborate with Finance, Portfolio Administration, and investment teams to maintain robust data governance and ensure timely, accurate reporting
Deliver operational improvements that enhance transparency, scalability, and risk control across the portfolio

Fulltime

Project Manager – Investment Domain

We are seeking a skilled Project Manager with extensive experience in the Invest...

Location

United States , Whippany, New Jersey

Salary:

Not provided

Realign

Expiration Date

Until further notice

Requirements

8+ years of experience as a Project Manager in the Investment domain (e.g., Asset Management, Investment Management, Wealth Management, Institutional Investing)
Proven experience working with major U.S.-based investment institutions such as BlackRock, Vanguard, Fidelity, JPMorgan Asset Management, Goldman Sachs Asset Management, etc.
Deep understanding of investment products (mutual funds, ETFs, fixed income, equities, alternatives)
Solid knowledge of investment operations and front-to-back office workflows
Excellent stakeholder engagement and communication skills
Hands-on experience using tools like JIRA, MS Project, Excel, and Confluence
Familiarity with Agile or hybrid project methodologies

Job Responsibility

Lead the delivery of strategic projects in the investment management domain, such as portfolio accounting, asset allocation, compliance, performance reporting, and client reporting initiatives
Collaborate closely with Portfolio Managers, Operations, Compliance, IT, and other stakeholders to ensure business objectives are met
Drive end-to-end project management: planning, budgeting, execution, risk management, and reporting
Manage multiple concurrent projects and deliverables within tight timelines and regulatory expectations
Coordinate cross-functional teams, including both onshore and offshore resources
Ensure alignment of project goals with overall investment business strategy
Present status updates to senior leadership and manage project governance routines

Wealth Regulatory Reporting Operations Manager

The Wealth Regulatory Reporting Operations Manager is an managerial role respons...

Location

Switzerland , Zurich

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum 9 years of experience in Operations, preferably in regulatory reporting space
Minimum 4 years of experience in leading team
Solid experience in transactional regulatory reporting
Proven experience working with demanding business stakeholders within a cross-functional matrix environment
Deep understanding of regulations and operational processes
Good understanding of Investments and Capital Market products as well as trade execution and settlement processes
Analytical thinking skills
Effective workload management
Effective, adjusted to recipient communication skills
Critical thinking and drawing logic conclusions

Job Responsibility

Preparation and submission of regulatory reports covering different jurisdictions and products
Analyzing regulatory reporting process front to back
Resolving issues related to regulatory reporting
Communicate operational changes arising from remediation or process or control enhancements to Operations & Technology
Develop Business Requirements for system-related enhancements and End to end management of implementation of new or amended regulations
Reconciliation of positions and ensuring of completeness, accuracy, and timeliness of reporting
Executing the road map to improve regulatory reporting operations efficiency, controls, and resilience
Streamlining process inconsistencies, mitigate risks, and process documentation
Sharing knowledge among team to manage regulatory reporting operations functions
Anticipate details of future regulations by communicating directly with key stakeholders and staying informed of relevant trends and industry new

Fulltime

Investment Operations Specialist

You will be a senior team member responsible for daily Investment Operations wit...

Location

United States , Minneapolis

Salary:

82000.00 - 150000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

5+ years of experience in investment operations dealing with Corporate Bonds, Agency MBS, Structured Securities
Bachelor's degree in finance, accounting, or related field
Good understanding of investment management processes
Strong analytical, problem-solving, and organizational skills
Ability to work independently and as part of a team
Excellent communication and interpersonal skills
Attention to detail and accuracy
Must have basic to high proficiency with AI and/or business intelligence
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future

Job Responsibility

Facilitate the timely and accurate booking of trades and resulting positions
Monitor cash balances and ensure that all cash transactions are processed accurately and in a timely manner
Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies in a timely manner
Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately
Produce reports to provide insight into accounting, compliance and risk management, and operational efficiency
Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
Monitor and ensure sound investment operational controls both internally and with external asset managers over core processes including trade settlement, cash, and related reconciliations
Building strong relationships internally and with asset managers

What we offer

Comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Generous annual paid leave
Outstanding 401(k) company match
Life insurance
Onsite health center
Child development center
Fitness facility

Fulltime

Investments Product Manager

GCG business in the UAE has a robust wealth management proposition serving a wid...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Results oriented with proven track record
Excellent written and oral communication skills
Ability to explain financial and economic topics in easy to understand language
Strong client service orientation & focus and capacity to recognize and assess risks and opportunities
Strong analytical and influencing skills
Team player, collaborative and team oriented work
Expert competence level in MS Excel, MS PowerPoint, MS Word and preferably Bloomberg / Morningstar Direct
Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
Self-starter with high work ethic and willingness to go the extra mile
High level analytical skills with in-depth knowledge on financial markets

Job Responsibility

Responsible for the local investment products offering, with special focus on Mutual Funds, Secured Lending, Structured Notes and Alternative Investments product proposition with the aim of enhancing their contribution to overall wealth management revenues as per country plan
Design & end-to-end implementation of investment campaigns & RM tacticals in order to increase investment penetration as well as increase investment active clients
Be responsible for Segment specific differentiation & investment product offers, to keep attractiveness of customer proposition intact and continuously present, in line with regional & global initiatives
Closely work with key stakeholders to timely resolve any issues and make tangible improvements on the client experience journey
Communicate to internal & external stakeholders consistently important KPI metrics such as Investor Profile, Investment Penetration and new Investment Accounts in order to increase awareness and focus on key qualitative and quantitative targets
Be responsible for the timely renewal of Product Programs, process manuals within the stated guidelines
Maintain ownership & excellent understanding of booking systems used in order to facilitate and enable system enhancements as per regional guidelines
Closely cooperate with the Investment Operations team to ensure seamless delivery of all aspects of process and controls, including documentation completeness
Efficiently support the front line sales team efforts by providing them timely responses on product related requests
Maintain Audit readiness at all times, achieve satisfactory internal and external audit ratings and provide relevant inputs into the periodic Manager’s Control Assessment reviews in order to mitigate operational risks in the product platform & respective processes

Fulltime

Investment Management Counsel

We are seeking a mid-level Investment Management Counsel to support clients in t...

Location

United States

Salary:

158000.00 USD / Year

Axiom Law

Expiration Date

Until further notice

Requirements

JD or equivalent with active bar membership in good standing
5–15 years of post-qualification experience in investment management, financial services, or regulatory law
Strong knowledge of broker-dealer regulations, OCC compliance, and institutional investment frameworks
Demonstrated experience with investment agreements, indemnification clauses, and fiduciary duties
Ability to operate independently and manage client relationships in dynamic, fast-paced environments

Job Responsibility

Draft, review, and negotiate investment management and advisory agreements, including term sheets, side letters, and indemnification provisions
Provide legal support on broker-dealer operations and regulatory compliance matters, including OCC, FINRA, and SEC requirements
Advise on ERISA matters related to investments, pension funds, and fiduciary responsibilities (non-employment)
Counsel clients on trust and pension fund governance, institutional asset structures, and investment allocation strategies
Support regulatory inquiries, audits, and compliance assessments, staying current on securities laws and fiduciary standards
Collaborate with investment, compliance, and legal teams to develop and refine investment product and institutional strategies

What we offer

health benefits
401k
professional development tools and resources
learning and development programs

Fulltime

Director of Investment Operations

Join a leading firm specializing in responsible, sustainable investing. The firm...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

15+ years in investment servicing, finance, or fund accounting
10+ years of team management experience
Deep knowledge of mutual funds, ETFs, and separately managed accounts
Strong understanding of financial reporting, GAAP, and regulatory compliance
Advanced education (MBA or relevant designation) preferred

Job Responsibility

Oversee investment product operations, including reporting, accounting, fund expenses, performance calculations, trade settlement, and SEC disclosures
Serve as the primary liaison for audits, SOX testing, and compliance reviews
Manage relationships with external administrators, custodian banks, and third-party providers
Prepare investor communications and ensure timely month-end reporting
Contribute to strategic planning, new product launches, and special projects
Assist with board-related matters as Assistant Treasurer for the Mutual Funds Board

What we offer

competitive compensation
comprehensive benefits
100% healthcare coverage for employees and families
commuter subsidies

Fulltime

Investment Operations Manager

Orbis Consultants

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 14, 2026

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