Investment Office Job Description

Investment Office Job Description

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Investment office provides research and analytical support leadership for fixed income to VP & CIO, Pension Investments and as necessary for fixed income special projects also.

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:

Have mastery of Microsoft Excel and competent at analysing data
Work with business owners to provide solutions to address issues and improve controls
Initiate policy and control improvement and drive programs that enhance transparency, governance or control
Accountable for coordinating the resolution of all operations issues with both internal and external parties, particularly with the investment/trading teams, other MSIM support functions
Serve as the point of escalation for all operational risk exposures, and lead discussions regarding new or enhanced operational requirements and deliverables
Examples of longer term projects might include a migration to a new system, to a new vendor, new Fund set up, internal projects such as risk control self-assessments or activity based costing analysis
Responsible for training staff, performance management, implementing controls and ensuring adherence to all procedures
Develop, analyze and maintain metrics for measuring adherence to nd Operations standards and processes and improvements
Manage vendor for Trade Execution Services tasks performed by our vendor
Project management skills including project scope definition

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:

Fixed income and Treasury products
FX and Interest Derivatives products
Fixed Income
Treasury
Bloomberg
FX & credit products in general
Financial markets and interest rate
Accounting for derivatives and securities held as AFS
Excel

Desired experience for investment office includes:

Exposure to structured products
Create the appropriate team structure, hiring the right candidates to ensure flawless execution and coverage of the control environment
Be responsible for driving our Global Trade Reporting strategy with particular focus on Europe and Asia
Within the team establish a framework and governance structure that allows us to evaluate and validate the infrastructure and supports and drives our regulatory processing obligations
Represent the organisation at external industry forums and various roundtable and industry events that allow us to be best in class in evaluating and responding to regulatory change
Liaison with global counterparts, Technology, Legal, Compliance, Internal Audit and the GSAM business

Investment Office Examples

1

Investment Office Job Description

Job Description Example
Our company is growing rapidly and is hiring for an investment office. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment office
  • 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
Qualifications for investment office
  • 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
2

Investment Office Job Description

Job Description Example
Our innovative and growing company is looking for an investment office. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment office
  • 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
Qualifications for investment office
  • 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
3

Investment Office Job Description

Job Description Example
Our innovative and growing company is hiring for an investment office. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment office
  • 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
Qualifications for investment office
  • 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
4

Investment Office Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of investment office. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment office
  • 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
Qualifications for investment office
  • 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
5

Investment Office Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of investment office. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment office
  • 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
Qualifications for investment office
  • 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

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