Purpose
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The 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.
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The role oversees operational processes, supports governance, manages complex workflows, and contributes to transformation initiatives aligned with EIA’s operating model.
Strategic Responsibilities
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Support 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 Responsibilities
1. Operations Oversight & Execution
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Oversee 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 Management
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Ensure 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 Improvement
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Ensure integrity and consistency of data across systems.
- Lead process improvement and automation initiatives.
- Support system upgrades and integration projects.
4. Stakeholder & Vendor Coordination
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Coordinate with internal teams (Investment, Finance, Risk, IT).
- Manage relationships with custodians, administrators, and vendors.
- Resolve operational issues and ensure service delivery standards.
5. Reporting & Governance
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Prepare management reporting and operational dashboards.
- Support governance forums, audits, and compliance reviews.
- Ensure alignment with EIA governance framework.
Education & Qualifications
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Bachelor’s degree in finance, Accounting, Economics, or related field.
- Professional qualifications (CFA, CPA, FRM) preferred.
Requirements
Education & Qualifications
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Bachelor’s degree in finance, Accounting, Economics, or related field.
- Professional qualifications (CFA, CPA, FRM) preferred.
Experience Requirements
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10–15 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 Skills
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Strong knowledge of investment operations lifecycle.
- Experience with portfolio systems, data platforms, and reporting tools.
- Strong analytical and leadership capability.
Management Accountability
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Accountable for operational performance, accuracy, and controls.
- Responsible for process efficiency and system improvements.
- Ensure alignment with governance, risk, and reporting requirements.