Investment Office Job Description
Investment Office Duties & Responsibilities
To write an effective investment office job description, begin by listing detailed duties, responsibilities and expectations. We have included investment office job description templates that you can modify and use.
Sample responsibilities for this position include:
Investment Office Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Office
List any licenses or certifications required by the position: PMP, CPA, CFA, SOC2, SOC1, MBA, CIPM
Education for Investment Office
Typically a job would require a certain level of education.
Employers hiring for the investment office job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, Management, MBA, Education, Financial Services, Business/Administration, Engineering
Skills for Investment Office
Desired skills for investment office include:
Desired experience for investment office includes:
Investment Office Examples
Investment Office Job Description
- Be a skilled communicator, with an ability to build strong relationships both with internal and external stakeholders
- Build and maintain strong relationships with key stakeholders in the assigned program or sub-program and ensue that all necessary parties are well informed and engaged appropriately
- Assisting with formatting and putting together presentation ahead of client pitches/meetings
- Organise monthly internal training
- Maintaining internal calendar to make sure monthly, quarterly and annual deadlines are met
- Responsible for setting up all new starters, transfers and leavers
- Responsible for approving and tracking equipment orders and team leave
- Manage Junior Assistant
- Elicits requirements from all functional areas
- Designs new processes by analyzing requirements
- Three to five years of work experience, investment banking experience a significant positive
- Experience in/Familiarity with Firm Wide/CIB Control Infrastructure/Systems
- Strong work ethic and ability to work independently being a team player
- Strong teamwork is essential, the ability to build “mutually beneficial” relationships with others
- Oversee tools required to support team objectives
- Provision of regulatory functional expertise pertaining to reporting, filing, exception management processing and auditing
Investment Office Job Description
- Manage development of business requirements and use cases for data-related projects
- Provide end-to-end analysis of business processes, data flows, and data usage to improve business productivity and data governance
- Work closely with Data Owners/Stewards on the development and update of the enterprise Business Glossary for key data elements and authoring of data quality rules
- Maintain business metadata, including data ownership and traceability, and issues tracking in data governance platform
- Manage change control process and participate in user acceptance testing (UAT) activities
- Investigate data issues by determining root cause and formulating corrective solution
- Manage the full spectrum of finance duties for the Singapore office including financial reporting, cash flow, payroll reports etc
- Liaise with the external parties such as fund administrators, tax agent etc on the fund accounting and finance matters
- Work closely with the senior management for updates and financial analysis
- Liaise with external vendors on IT and other office administrative duties
- Oversight of the GSAMi regulatory obligations that govern the functional processes, contributing to the SIF (Significant Influence Function) compliance requirements
- Experience with change management or process improvement
- Part / qualified accountancy qualifications are a preferred/nice to have but not mandatory
- Build strong, partnership-oriented, results-driven networks across functions and geographies
- Bachelor Degree in Computer Science, Information Technology, or related discipline
- 3+ years front office application support experience, preferably in Equities business
Investment Office Job Description
- Manage reporting for client's asset allocation strategies for entirety of investment portfolio, providing value-added insight into exposure, implied risk and liquidity concerns
- Assist with the preparation of inter-governmental meetings
- Assist with the drafting, designing and editing of publications (reports, brochures)
- Source and introduce to relevant clients equity business space investment opportunities (direct or through JVs) with a focus on the major Texan cities
- Report to the Head of the office regularly on pipeline and investment activities
- Oversee Investment Middle Office teams in EMEA
- Supporting the Middle Office team in the implementation of a new system for monitoring our larger, more complex investments (iLevel)
- Coordinate account transitions and new fund launches in conjunction with Client Services
- Provide oversight of back office services including reconciliation, cash processing, corporate action processing and direction for transaction posting
- Establish, monitor and manage to key risk indicators for all functions
- Strong interpersonal, written and verbal communication skills, including ability to convey complex ideas simply
- Must have a control-oriented mindset, and experience with regulatory influences
- Attend periodic calls/meetings with the Client
- Work closely with Senior Management to achieve both team and site wide goals and objectives
- Manage team specific goals
- Establish/Develop Internal processes and controls to ensure all Client deliverable Service Level Agreements
Investment Office Job Description
- In consideration of shared services organization, negotiate service level agreements and requirements with custodians, portfolio managers and other business units
- Ensure reporting to all constituents is overseen and that regular management reporting is provided to the Director, Trade Operations
- Maintain an understanding of how internal/external client’s or business unit’s procedures operate and identifying how best to satisfy the needs and operations of those areas
- Optimize existing processes and infrastructure- Role will need to look for constant process improvement in order to ensure client needs are being met
- Oversee day to day operations - Must maintain oversight of day to day operations
- Support the organisation of client visits to Henley, and monitor FM / Team capacity to support client facing activity
- Project administration support of key investment focused change initiatives
- Support Investment Office Director in preparing for meetings, events and other activities
- Develop, produce & update various management information reports relating to the IP Investment function
- Support the Investment Office Director and Corporate Properties Team with any logistics in relation to the environment in which the Investment Department operates
- Experience in a Research based organization – sell side or buy side
- Able to design guidance solutions for Mass Affluent customers
- Demonstrated history of insight and innovation
- University graduate with minimum 5 years working experience in the financial industry
- Must have knowledge, skill and experiences on MS .NET and MS SSIS development
- With C++ knowledge and experience will be an advantage
Investment Office Job Description
- Provide technical guidance and recommendation as a subject matter expert in order to support the local portfolio managers and to provide investment-related information to IM/Group stakeholders to the local authorities
- Assist with programmatic matters
- Provide copy-editing and writing support where needed
- 2-5 years relevant technical experience as a developer having a successful track-record of delivering applications
- Map, define and document process flows
- Provide key support and report to the IM COO and Head of Risk Management for Private Investments
- Present project-specific metrics for senior management
- Create key presentations on project status, set up project meetings and publish minutes as needed
- Assist with business analysis tasks, for example, documenting a business process flow / roles and responsibilities
- Perform monitoring of existing processes and procedures, once in place, and assist in the creation of desktop procedures related to current firm regulatory policies and processes
- Bachelor’s degree in Finance/Economics/Business highly preferred
- College degree or equivalent financial services/banking industry experience
- Degree in Accountancy or qualified experience CPA/ACCA etc
- Flexible and adaptability to work in a small office environment
- Degree in Business (Banking/Finance), Economics or Accounting
- Fresh graduates or 1 to 2 years of working experience in the financial industry