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Funds Dealing & Middle Office Manager

Posted 9 March by Marshall Moore Easy Apply Ended

Based in the heart of Liverpool city centre, my client is a market leading, global financial services firm who have an exciting opportunity within their Funds Dealing team. This is a senior level appointment that requires a candidate with proven managerial experience from the investment management industry, with a background in operating securities / fund operations exception and control processing.

This is a varied and fulfilling role which can offer an excellent salary alongside a highly competitive benefits package and clear paths of career progression.

Key responsibilities for the Funds Dealing & Middle Office Manager :

  • Responsible for overseeing the Fund Dealing team
  • Providing training and support to team members, ensuring that standards and KPIs are met
  • Working closely with External Audit, Internal Audit, Risk and Compliance
  • Responsible for departmental Operational Risk and Control processes’ identification and escalation (including Business Continuity Planning)
  • Represent CSD in meetings with existing and prospective Clients
  • Collation of management information to facilitate reviews of key performance and risk indicators, departmental budgets and planning

Essential Requirements are:

  • You must have solid experience from a people management role within the investment industry
  • You must have experience with funds order processing, operating securities and control processing
  • Proficient in Microsoft Office, ideally with advanced Excel e.g. Macros, Pivot Tables
  • Financial services and investment product exposure within the fund management, platform, private client, wealth management, or financial intermediary spaces
  • Confident and professional communication skills, with the ability to develop and maintain professional relationships

This is an excellent opportunity for an experienced Office Manager to join a professional and well-recognised investment services firm as an Funds Dealing & Middle Office Manager . In return for your expertise and commitment, my client can offer a negotiable salary alongside a competitive benefits package including 25 days holiday, pension scheme and healthcare.

If you meet all of the above requirements for the Operations & Middle office Manager then please apply now using the link below.

The above vacancy is only one of many thatwe are handling. Marshall Moore Financial Services division specialises in recruiting all types of senior/specialised operations vacancies for both temporary and permanent assignments within financial services, including:

  • Investment Operations Manager
  • Project Manager
  • Business Analyst
  • Compliance Officer / Compliance Manager
  • Risk Officer / Risk Manager

Marshall Moore is a leading specialist recruitment consultancy. If you would like a confidential discussion about your requirements, please don’t hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.

Reference: 34651238

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