Requirements
Education & QualificationsBachelor’s degree in finance, Accounting, Economics, or related field. Professional qualifications (CFA, CPA, FRM) preferred. Experience Requirements7–10 years of experience in investment operations or financial services. Experience managing end-to-end investment operations processes. Exposure to transformation, automation, or system projects preferred. Technical SkillsStrong knowledge of investment operations lifecycle. Experience with portfolio systems, data platforms, and reporting tools. Strong analytical and leadership capability. Management AccountabilityAccountable for operational performance, accuracy, and controls. Responsible for process efficiency and system improvements. Ensure alignment with governance, risk, and reporting requirements.
Description
PurposeThe Investment Operations Manager is responsible for managing key components of the investment operations function, ensuring effective execution, strong controls, and operational efficiency across the full investment lifecycle.The role oversees operational processes, supports governance, manages complex workflows, and contributes to transformation initiatives aligned with EIA’s operating model. Strategic ResponsibilitiesSupport the implementation of the Investment Operations strategy and operating model. Drive process standardization, efficiency, and control enhancements. Contribute to digital transformation, automation, and system improvements. Core Responsibilities1. Operations Oversight & ExecutionOversee trade processing, settlement, reconciliations, valuation, and data management activities. Ensure timely and accurate execution across the investment operations lifecycle. Monitor KPIs, SLAs, and operational performance. 2. Control Framework & Risk ManagementEnsure adherence to internal controls, policies, and procedures. Identify operational risks and implement mitigation measures. Maintain audit-ready documentation and control processes. 3. Data, Systems & Process ImprovementEnsure integrity and consistency of data across systems. Lead process improvement and automation initiatives. Support system upgrades and integration projects. 4. Stakeholder & Vendor CoordinationCoordinate with internal teams (Investment, Finance, Risk, IT). Manage relationships with custodians, administrators, and vendors. Resolve operational issues and ensure service delivery standards. 5. Reporting & GovernancePrepare management reporting and operational dashboards. Support governance forums, audits, and compliance reviews. Ensure alignment with EIA governance framework. Education & QualificationsBachelor’s degree in finance, Accounting, Economics, or related field. Professional qualifications (CFA, CPA, FRM) preferred.