• Team Lead - Investment Operations

    Job Locations CZ-Brno
    # of Openings
    Position Type
    Permanent Full-Time
  • Role Description

    Responsible for assisting the FNZ management team with the day to day running of the  teams within the Brno Investment Operations department.


    Team Responsibilities:


    This is a key role in the BAU management, control and oversight of Brno Operations. Tasks will include oversight of team tasks, client interaction, MI development, & Team development, among others.



    • Resource / Workload; work with Head of Corporate Actions to allocate and monitor the progress of team tasks on a daily basis to ensure KPIs are met
    • Effective Communication; work with Brno/Edinburgh Team and Management to ensure effective output of performance is shared
    • Team Development; responsible for the training & mentoring of team members
    • Procedures; work with Brno/Edinburgh Team and Management to review and improve procedures
    • Procedures & Processes; champion procedure and process enhancements to negate future repetition
    • Record Keeping; maintain records as are required to ensure the investment process is transparent to regulators and external auditors regarding breach and reconciliation recording
    • Information Systems; make effective use of the Company’s information systems that are relevant to the role, raise system issues and suggest improvements to negate future repetition
    • CPD; develop professional and technical knowledge and skills via training and development in order to meet Continuing Professional Development requirements
    • Other tasks; to undertake any other projects/ tasks as may reasonably be required to facilitate the smooth operation of the company

    This role is in scope for activities which have a direct impact on CASS processing which takes place within FNZ for FNZ and/or FNZ’s clients. This role has a requirement to remain up to date with CASS developments and changes as communicated with FNZ.


    Experience Required

    • Desirable to have experience in an Investment Operations environment
    • Good people management and conflict resolution skills
    • Understand development needs of sub-ordinates and address the same while maintaining high motivation levels
    • The ability to build effective relationships, both within the immediate team and wider business
    • Has demonstrated an ability to work under pressure whilst ensuring KPI’s are met
    • Strong verbal and written communication skills
    • Well organized, highly motivated

    About FNZ

    FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers.  We partner with banks, insurers and asset managers to help consumers better achieve their financial goals.  The business has grown rapidly in recent years, as its institutional customers have used FNZ’s platform to improve transparency, choice and drive down long-term costs for consumers of wealth management products across all segments: from mass-market workplace pensions to mass-affluent and high-net-worth clients.


    Today, FNZ is responsible for over £330 billion in assets under administration (AuA) held by around 5 million customers of some of the world’s largest financial institutions, including Standard Aberdeen, Santander, Lloyds Bank, Vanguard, Generali, Barclays, Quilter, UOB, Aviva, Zurich, UBS, BNZ, Findex and FNZC. In total, FNZ partners with over 60 financial institutions across the UK, Europe, Australia, New Zealand and South-East Asia.  The company has over 1,400 employees in the UK, Czech Republic, Shanghai, Singapore, Australia and New Zealand.


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