Investment Operations Manager

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations.

Our advisers work with internationally mobile clients whose investment requirements can often span multiple currencies, jurisdictions, platforms and investment structures. Our investment proposition has been developed to provide advisers with a robust framework of approved asset managers, model portfolios, investment solutions and portfolio-construction methodology that can be applied consistently across the Group.

We are now looking for an experienced investment professional to take ownership of the day-to-day delivery, governance and development of this proposition across the business. This is a highly visible, adviser-facing role sitting at the centre of Skybound’s investment proposition.

We are looking for someone with strong investment knowledge who can take the proposition and framework already established at Skybound and ensure it is understood, appropriately used and effectively delivered across the business.

You will act as a key point of investment expertise for advisers, managers and senior leadership, explaining clearly and confidently how portfolios are constructed, why particular investment approaches are used and how different elements of the proposition can be applied to individual client circumstances.

A significant part of the role will involve supporting advisers with client-specific investment requirements. This may include portfolio analysis, responding to technical investment queries, supporting client meetings and constructing bespoke portfolios using approved asset managers, existing investment solutions and Skybound's portfolio-construction methodology.

Alongside the investment-facing responsibilities, you will lead the Group's investment operations function, including management of the Global Dealing Team, delivery of central investment projects, investment governance, management information and reporting.

The role reports directly to the Group Head of Proposition and will chair Skybound's Investment Committee.

Our preference is for this role to be based in Poole or London.

The role supports advisers and stakeholders across a global business spanning the USA, UK, Europe and Middle East, making the UK time zone particularly effective for communication across the Group.

Dubai may also be considered for an exceptional candidate with the right investment knowledge, communication skills and operational experience. Some international travel may be required.

• Be the central investment contact for advisers and sales managers, providing clear guidance on strategy, asset allocation, portfolio construction, risk and performance
• Support adviser-led client meetings and explain Skybound’s investment proposition in a clear, commercially relevant way
• Respond to technical queries and requests for portfolio analysis, performance information and investment commentary
• Review client portfolios and construct bespoke solutions where standard models are unsuitable, using approved managers and Skybound’s methodology within the client’s risk profile, objectives and governance requirements

• Own the day-to-day implementation and consistent use of Skybound’s investment proposition across the Group
• Maintain a detailed understanding of approved managers, solutions and model portfolios, and guide advisers on their appropriate use
• Monitor external managers and model portfolios for changes in allocation, funds, risk and…