About this role

Own the end-to-end operational framework supporting portfolio management and client servicing, including controls, exception management, and escalation protocols
Define operating standards and service models aligned with investment processes and client expectations
Establish controls, reporting, and governance to reduce operational risk and increase transparency
Serve as the primary operational partner to Portfolio Managers on complex servicing and exception-related issues
Project manage complex, cross-functional initiatives involving PMs, Engineering, Client Service, and Compliance
Lead process design, documentation, and continuous improvement initiatives across PM servicing workflows
Identify and prioritize opportunities for automation and tooling improvements; partner with technical teams to deliver scalable solutions

5+ years of experience in asset management, investment banking, consulting, or financial services operations
Direct or adjacent exposure to portfolio management or investment-related workflows, preferably in SMAs; a solid understanding on how markets work and how various instruments are traded
Proven track record leading process improvement and cross-functional initiatives
Strong executive communication skills and comfort partnering with senior investment professionals

Head of Client Portfolio Management Operations

Key skills