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Operations Manager - Investment Management

Ref: 9222771

  • €55,000 - €65,000
  • 24 Mar 2021
  • Dublin (Central)
  • Perm

About the organisation

Established in Ireland over 20 years ago by some of the industry’s leading players, this boutique wealth manager provide investment management advice to high and ultra high net worth individual’s and their families. Over the years they’ve built a reputation for providing first class services to their clients and also establishing a team focussed, flexible and innovative company culture. To support the organisation’s further growth, an exciting opportunity has arisen for an Operations Manager to join their Dublin based head office and play a key role in the continued success of the firm.

About the position

Reporting directly to the Managing Director this role will see you take responsibility for all operational aspects relating to the provision of Wealth Management Services for this MiFID regulated firm. As such your primary responsibilities will include: • Checking and signing trades and cash transfers for clients ensuring correct procedures are followed. • Receipt and transmission of client order to custodian bank and monitoring of pre-trade and post-trade checks, including MiFID transaction reporting. • Sign off on new account opening packs. • Monitor and Refresh client AML and Investment Risk documentation and respond to any AML requests from 3rd parties. • Capture monthly revenue numbers and oversee bi-annual fee collection process. • Manage annual ARF distribution. • Manage bi-annual client statement process. • Manage Private Equity related investments on platform, including bookings of calls and distributions and pricing of investments on portfolio management system. • Production of annual ex-post cost and charges disclosure to clients. • Production of annual statement of suitability to clients. • Developing the operational processes to ensure compliance with regulations and maximizing efficiency. This will involve the development and management of new initiatives to meet these goals.

This is a Controlled Function 2 role (ensuring, controlling or monitoring compliance by a regulated financial service provider with its relevant obligations).

What’s required

To be successful in this role you will have the following skills and experience: • Min 7 + years’ experience in a supervisory capacity in a middle office or investment support role preferably with a wealth management company. • Knowledge of trading, MiFID, risk avoidance, new process setup, AML verification. • Experienced user of portfolio management software system / custodial systems. • Good understanding of the international investment markets. • Ability to work on own initiative; take ownership of the role and responsibilities. • Ability to understand client needs. • Relevant industry qualification such as QFA highly desirable

What you’ll receive

In return you will be rewarded with a generous salary and benefits package including a genuinely market leading bonus scheme. Alongside this you will be given the chance to work with a cohort of some of the industry’s leading players in a dynamic environment in which you will be an integral part. You’ll be given the chance to further develop and progress your career as the organisation continues to grow.

For more information on this position please contact James O’Donnell on 01 592 7883 or email [email protected]e