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  1. Job Roles
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  3. Investment Management Support Professional

Investment Management Support Professional

What does a professional in this career do?

Manages and implements operational delivery of investment management support functions.

In this job you will...

  • Provide effective oversight of back-office operations dealing with investments operations supporting all investments product offered by business.
  • Monitor performance adherence to Service Level Agreements in terms of accuracy and timelines.
  • Provide effective oversight of back-office operations dealing with investments operations supporting all investments product offered by business.
  • Monitors performance adherence to Service Level Agreements in terms of accuracy and timelines.
  • Perform day to day monitoring of key operational metrics for investment operations.
  • Ensure metrics are accurate and any inaccurate/incomplete data is challenged and completed appropriately within existing deadline.
  • Act as subject matter expert on investments and works with local operations managers to support business on any initiatives.
  • Understand end-to-end client journeys and find continuous improvement opportunities and maintain effective control environment.
  • Work closely with operations managers to understand changes to regulations and support implementation of changes by engaging key SME in operations teams onshore and offshore (outsourced service provider) train them and implement process change to comply with new/updated regulations.
  • Support operations managers with audit deliverables through coordination with operations and other internal stakeholders as appropriate.
  • Update and maintain procedure documents, including continuous process reviews (and adherence to process) and improvements in investments operations.
  • Identify new opportunities for process improvements and improve the efficiency and control environment.
  • Ensure all the risks are documented in risk & control systems and deliverables are provided in timely manner.
  • Ensure control breaches are minimized.
  • Monitor progress of corrective action plan with owners to ensure appropriate action is taken to resolve the breaches/issues and ensure timely completion.

Skills You Will Gain

Investment
Management Support
operations dealing
Service Level Agreements

Representative Journeys

Hedge Funds and Venture Capital
Hedge Funds and Venture CapitalVasco Patricio, John Colley, Doug Carroll | Finance | 27 hrs and 0 mins

Launch Journey

fundamentals-of-private-equity
Fundamentals of Private Equity
Vasco PatricioSkills: Alternative AssetsAsset ManagementDiscounted Cash Flows (DCF)Financial ModellingPrivate EquityValuationsVenture Capital
venture-capital-fundraising-masterclass
Venture Capital Fundraising Masterclass
John ColleySkills: FinanceFundraisingInvestment BankingVenture Capital
capital-market-immersion
Capital Market Immersion
Doug CarrollSkills: Capital MarketsEquities ProductsFinancial MathFixed Income SecuritiesYield Curve

Journey Completed

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Alternative job titles

  • Middle Office Operations Professional
  • Investment Management Analyst
  • Trade Support Analyst
  • Financial Analyst
  • Investment Analyst
  • Investment Product Support Team Member

SOME OF THE INSTRUCTORS AND EXPERTS SUPPORTING YOU ON THESE JOURNEYS

Fundamentals of Private Equity

Fundamentals of Private Equity

Venture Capital Fundraising Masterclass

Venture Capital Fundraising Masterclass

Capital Market Immersion

Capital Market Immersion