• Investment Operations Manager

    Job Locations UK-Edinburgh
    # of Openings
    Position Type
    Permanent Full-Time
  • Role Description

    The Investment Operations Manager is responsible for providing leadership and day to day management of several investment operations functions ensuring that FNZ provides a high quality service to its clients.


    The role will report into the Head of Investment Operations, Edinburgh and will form part of the Operations Management Team. The role holder will have responsibility for a team of individuals in Edinburgh covering all the activities related to processing of cash in multiple currencies and reconciliations.

    This role will require some customer engagement for ongoing service provision as well as understanding any change to operational process or structure as a result of the change in customer proposition.

    • Proactive approach to the management of exceptions.
    • Partial client facing role requiring the holder to represent FNZ in client meetings.
    • Monitoring and ensuring adherence to SLA’s, KPI’s and department procedures.
    • Ensuring that all work is carried out in accordance with any relevant compliance or regulatory requirements with particular focus to ensure adherence to CASS, SYSC and COBs rules.
    • Liaising with other departments and clients as required.
    • Efficient workflow or process management identifying and implementing improvements as necessary to optimise team performance.
    • Manage the team’s performance to ensure adherence to team and individual objectives.
    • Keeping staff informed of any changes in regulatory rules and adherence to them and implementation to procedures.
    • Provision of qualitative department MI.
    • Resource management in accordance with the business plan, business volumes, budget etc.
    • Root cause analysis of all instances of losses, compensation or any other issues, to understand why they occurred and to identify and implement any processes to reduce losses / mistakes
    • Provide leadership and development for individuals
    • Comply with the Training and development standards and requirements as outlined in FNZ's T&D Framework, including CPD.

    Experience Required

    • Management experience within investment operations - able to demonstrate management of complex operational activities across
    • Strong management experience - ability to build and motivate high performing teams
    • Experience of building strong cross-functional and multi-location relationships.
    • Ability to exceed in a high volume environment with effective management of multiple simultaneous and competing objectives.
    • Proactive, flexible approach to working.
    • First class verbal and written communication skills.
    • Self-motivated and of high integrity.
    • Copes well under pressure and can deliver to deadlines.
    • Good relationship building skills, both internally and externally.
    • Strong attention to detail, analytical and problem solving skills.
    • Commercially aware and service driven.
    • Financial Services Industry recognised qualifications are desirable.
    • Fluency in Microsoft Office (Outlook, Word, PowerPoint, Excel).

    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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