Head of Asset Investment
Permanent,Full-time
Job Description
- Act as the main London based client relationship contact on data analytics, investment reporting and Solvency II for all clients
- Oversee all client related production based in Chennai, Warsaw and London
- Act as the lead contact and escalation point in the event of urgent or unresolved queries
- Meet regularly with the client to ensure the service delivery is of a high standard
- Take overall responsibility for the quality and accuracy of services delivered tracking via agreed KPIs
- Work alongside other IRP service managers to ensure effective transversal coverage is on place across all clients
- Take oversight for the full book of change and transformation project work related to Investment Data & Reporting
- Ensure there are initiatives in place to constantly monitor and review processes, measure risk, effectiveness of controls and improve productivity and profitability
- Define and agree methodologies and operating model changes for your clients, and ensure their effective implementation across all portfolio types.
- Help assess and understand all incoming change controls and work Investment Analytics teams such as the global Business Change Management team, the Business Implementation team, and the UK Head of Change & Transformation to priorities and implement
- Define internal improvement initiatives, presenting proposals for sign off by the Head of IRP UK. Take an active role in the implementation of process changes
- Work at a management level to create develop the client relationship in relation to Investment Reporting & Performance services, building the revenue base and growing the overall client profitability
- Connect with global / local relationship managers and Head of IRP UK to define and deliver strategic roadmaps for each of your clients
- Maintain Service Level Agreements and KPIs definition in partnership with your clients
- Participate in client relationship meetings as directed
- Ensure a consistency of approach across our business
- Leverage process and services developments across the client base
- Ensure that an effective collaborative work ethic is achieved across the department
- Share in the challenges presented to us by a multi-client service model
- Management oversight of offshore team and a small client facing team in London
Required Knowledge, Skills, and Abilities
- Considerable experience working in performance measurement and/or client reporting function
- Good practical understanding on market data such indices, analytics, and standard classification structures
- Good practical understanding of core performance and attribution methodologies
- Understand ex-post risk statistics such as tracking errors, sharpe ratios, alpha, beta, volatility etc.
- Practical experience using performance / attribution / risk calculation & reporting systems
- Practical understanding of Client Investment Reporting such as, portfolio structure reporting and Solvency II tripartite templates; understanding of SCR calculations a significant plus
- Strong Operational Risk awareness
- Proven track record building strong connections with new and existing clients
- Strong written and verbal communication skills
- Ability to exercise good judgment in commitments made in response to client needs whilst balancing with the commercial and operational needs of the bank
- Practical experience helping to plan the on boarding of new activity into a production process
- Strong deadline orientated approach to project delivery
- Practical experience writing business specification documents, test plans, implementation plans and governance documents
- IAQ, IMC or relevant BA / BSc degree
- MA / MSc degree
- Financial Risk Manager (FRM) GARP
- Chartered Financial Analyst (CFA) CFA Institute
- Certificate in Investment Performance Measurement (CIPM) CFA Institute
Reference no: 106500