Head of Client Operations Head of Client Operations …

William Blake Group
in London, United Kingdom
Permanent, Full time
Last application, 20 Oct 21
Competitive + Bonus
William Blake Group
in London, United Kingdom
Permanent, Full time
Last application, 20 Oct 21
Competitive + Bonus
Posted by:
Liam McHale • Recruiter
William Blake Group
Posted by:
Liam McHale
Recruiter
I am working on a brand new position with a Boutique Investment Management firm based in the West End who are looking to recruit a new Head of Client Operations. This person will be responsible for overseeing a team within Operations who are responsible for a broad range of client lifecycle activities including client account set-up and on-boarding/terminations for both pooled fund and segregated mandates as well as Client Reporting.

Responsibilities

  • Team management responsbilites
  • Responsible for the oversight, and occasional completion, of all day-to-day tasks, such as client onboarding, cashflows, Due Diligence Questionnaires (DDQ) and client reporting for both pooled fund investors and segregated mandates
  • Ensure the team are engaged, motivated and developed in order to produce high quality outcomes that exceed client expectations
  • Define and implement the strategic direction of the team by building strong internal relationship with all teams within the firm
  • Encourage and instil a culture of open communication across the team and wider firm
  • Focus on aligning the needs of the client with the firm’s capabilities, including the production of client reporting; ad-hoc client and prospect requests; and government and development of the pooled fund vehicles to meet an evolving client base

Required Skillset

  • Extensive experience in the Investment Management Industry 
  • Experience in managing a team
  • Knowledge of both segregated and pooled fund clients 
  • Extensive knowledge of client reporting systems 
  • Good understanding of performance and attribution reporting preferred
  • Experience managing third-party relationships
Company Overview

William Blake Group is a privately-owned recruitment consultancy led by experienced members of the industry. We specialise in partnering with the world’s leading investment managers, placing experienced professionals into roles within Distribution, Finance and Fund Operations. Working in a consultative, client-focused and flexible manner, the team partners with a select group of clients to identify and hire diverse and talented professionals.

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