Manager, Investment Services

• Supervise staff and oversee day-to-day investment operations activities.
• Monitor trade lifecycle activities, settlement status, cash positions and corporate actions processing.
• Oversee outsourcing agents and service providers supporting investment operations.
• Ensure timely resolution of operational issues, reconciliation breaks and settlement exceptions.

• Oversee NAV production, valuation controls and reconciliation processes performed by external service providers.
• Coordinate with custodians, fund administrators, auditors and portfolio managers on operational matters.
• Support fund lifecycle events including fund launches, mergers, restructuring and termination activities.

• Conduct due diligence reviews and oversight of outsourcing providers, custodians and fund administrators.
• Monitor service level performance and escalation management processes.

• Identify process inefficiencies, manual touchpoints, control weaknesses and operational risks and develop target-state operating models.
• Develop and maintain process maps, operating procedures, control frameworks and workflow documentation.

• Drive automation initiatives using available technologies, including Microsoft Power Platform, AI-enabled tools, workflow automation solutions and system integrations.
• Develop automated management reporting, dashboards and operational metrics to improve transparency and decision-making.

• Bachelor's degree in Business Administration, Finance, Accounting, Information Systems or related discipline.

• At least 7 years of relevant experience in investment operations, fund operations, fund administration, middle office or related functions within financial institutions.

• Strong understanding of investment operations, fund administration and operational control processes.

• Experience in operational transformation, process improvement, workflow redesign or automation initiatives.

• Experience in system implementation, enhancement projects and UAT testing.

• Knowledge of NAV oversight, reconciliations, cash management and service provider oversight.

• Familiarity with investment systems such as Aladdin, Eagle, Citidirect or similar platforms.

• Advanced proficiency in Microsoft Office applications, particularly Excel.

• Experience leveraging technology, automation tools or AI-enabled solutions to improve operational efficiency.

• Strong analytical, project management and stakeholder management skills.

• Self-motivated, proactive and able to balance business-as-usual responsibilities with change initiatives.

• Good command of written and spoken English

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