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Investment Proposition – Operations Manager
Skybound Wealth Management. Act as the central investment contact for advisers and sales managers, providing guidance on strategy, asset allocation, portfolio construction, risk and performance .
About the role
Key responsibilities & impact- Act as the central investment contact for advisers and sales managers, providing guidance on strategy, asset allocation, portfolio construction, risk and performance
- Support adviser-led client meetings and explain Skybound’s investment proposition
- Respond to technical queries and requests for portfolio analysis, performance information and investment commentary
- Review client portfolios and construct bespoke solutions using approved managers and Skybound’s methodology
- Own the day-to-day implementation and consistent use of Skybound’s investment proposition across the Group
- Maintain understanding of approved managers, solutions and model portfolios and guide advisers on appropriate use
- Monitor external managers and model portfolios and communicate relevant changes
- Keep portfolio-construction methodology practical, documented and current
- Chair the Investment Committee, coordinate papers, record decisions and track actions
- Conduct formal due diligence on investment partners at least twice annually
- Coordinate portfolio reviews, maintain governance records and prepare oversight packs
- Work with Compliance and control functions on internal and regulatory requirements
- Lead quarterly investment workshops and proposition training for new advisers
- Provide ongoing education on markets, portfolio construction, approved solutions and proposition changes
- Lead and develop the Global Dealing Team and oversee service to advisers
- Ensure trades are checked in line with procedures, with effective controls, escalation and management information
- Identify dealing risks and opportunities to improve investment processes
- Coordinate client transitions, address significant cash balances and lead portfolio migrations
- Develop processes and management information showing proposition adoption and effectiveness
- Produce weekly investment operations MI and monthly investment reporting
- Prepare monthly investment performance packs covering approved managers and solutions
- Report directly to the Group Head of Proposition
Requirements
What you’ll need- Previous experience within wealth management, investment management, discretionary fund management, investment research, portfolio analysis or a related investment function
- Strong knowledge of investment funds, asset allocation, portfolio construction and risk profiling
- Good understanding of model portfolio services and discretionary investment management
- Experience working with investment managers, discretionary fund managers or investment platforms
- Ability to analyse portfolios and investment information confidently
- Experience constructing or supporting bespoke investment portfolios
- Ability to work within an established investment framework
- Strong analytical skills and attention to detail
- Excellent written and verbal communication skills
- Confidence holding technical investment conversations with experienced financial advisers
- Ability to explain complex investment concepts clearly and rationally to advisers and clients
- Strong presentation and training skills
- Structured and operationally minded approach to work
- Ability to manage multiple projects and recurring operational responsibilities simultaneously
- Strong stakeholder-management skills and ability to work effectively across an international business
- Confidence chairing formal meetings and challenging constructively where appropriate
- Previous experience managing or developing colleagues would be beneficial
- Genuine interest in financial markets, investment management and the wealth-management industry
- An appropriate professional investment qualification is highly desirable, including IMC, CFA qualification or progress through the CFA programme, CISI investment qualifications, or equivalent recognised investment or wealth-management qualifications
- Some international travel may be required
Benefits
Comp & perks- 25 days’ annual leave plus applicable public holidays
- Support towards relevant industry qualifications and ongoing CPD
- Company pension contribution and life assurance where applicable
- Significant exposure to a growing international wealth-management business
- Direct interaction with senior management, advisers and external investment partners
- Opportunities to travel across the international Group
- Regular company events, including Skybound's annual SOAR conference
- Strong opportunities for continued professional development and career progression