Job Description
Job Code: PM-HPO-013-01
Job Description
- The Head of Portfolio Operations is responsible for overseeing the day-to-day management of the organization's investment portfolio.
- They work closely with the Head of Portfolio Planning and Strategy and other members of the C-Suite to ensure that the organization's investment operations align with its overall goals and objectives.
- The Head of Portfolio Operations is responsible for managing investment operations, ensuring compliance with legal and ethical standards, and optimizing portfolio performance.
Responsibilities
- Develop and implement operational strategies and processes to support the portfolio management team.
- Oversee the daily management of the investment portfolio, including monitoring performance and identifying opportunities for improvement.
- Collaborate with other teams and departments to ensure that investment decisions are aligned with the organization's goals and objectives.
- Manage and mentor the portfolio operations team, including conducting performance evaluations and providing training and development opportunities.
- Develop and maintain relationships with external stakeholders, such as investment managers, custodians, and vendors.
- Ensure compliance with regulatory requirements and internal policies and procedures.
- Analyse market trends and conditions to identify potential risks and opportunities.
- Prepare reports and presentations for the senior leadership team and the board of directors.
- Assist in the development and implementation of investment strategies.
- Perform other duties and responsibilities as assigned.
Educational Qualifications, Experience, and Attributed Skills
- Bachelor's Degree in Business Administration, Finance, Economics Management, or a related field. MBA or other advanced degree is preferred.
- Professional qualifications such as CFA, CIA, PMP, Prince 2, ACCA, CIMA, etc. desired
- Minimum of 10 years of experience in investment operations, ideally from a complex investment environment.
- Strong understanding of financial markets, asset classes, and investment operations.
- Comprehensive knowledge of operations & strategy implementation.
- Excellent leadership, interpersonal, relationship-building, and communication abilities.
- Proven ability to lead and motivate teams to achieve strategic objectives.
- Strong analytical, problem-solving, and decision-making skills.
- Demonstrated success in applying independent judgment.
- Proficient use of Microsoft Office.