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Investment Team Leader

Search Consultancy
Closing date
25 Oct 2021

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Contract Type
Full Time
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Investment Team Leader

Search Business Support is on the lookout for an Investment Team Leader with experience in investment's to work with an extremely trendy and reputable company within the financial sector. The purpose of this role is to assist the Investment operations manager in ensuring our client delivers the best possible outcome for their customers by ensuring the trading processes and risks are effectively managed on a day to day basis.

Our client is looking to speak with people who are extremely well organised and have a knack for highlighting where a process can be improved and implementing this from start to finish and overall someone who can come in and make an impact on the team to benefit everyone in it.

A bit about the role ....
  • Managing internal and external queries in relation to our client's assets and trading activity
  • Resource planning, ensuring adequate cover for anticipated volumes
  • Maximising STP (Straight through processing) opportunities
  • Being the SME for trading processes on Sonata and assist is any testing required
  • Sharing your knowledge across the investment operations team and wider business
  • Ensuring trading activity runs smoothly, highlighting areas where process improvements can be made
  • Escalate issues as they arise to the investment operations manager and work on solutions
  • Understanding the consequences of all actions and manage these in line with the risk framework

A bit about you....
  • Previous experience in the financial services industry and ideally working with a wrap platform in an investment operations capacity
  • Experience leading a team and coaching others
  • Excellent relationship building skills
  • Able to prioritise and manage a varied workload
  • Excellent communication skills in line with our clients culture and values
  • Able to anticipate the needs of those you work with, juggling conflicting priorities
  • The ability to think outside the box and come up with new solutions

If you feel like you have what it takes to be successful within this role then please apply by sending your CV to and I will be in touch in shortly.

Please note that due to the expected high number of applicants I will be unable to contact everyone, so please assume that you have been unsuccessful if you have not been contacted within 7-10 days and I wish you every success in your job search.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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