Head of Operations and Portfolio Management

About the Firm

We represent a well-established multi-family office serving both private and institutional clientele. The firm is structured into two main business streams: Wealth Management, which delivers discretionary portfolio management to ultra-high-net-worth individuals; and Direct Private Equity, managing a dedicated PE fund focused on middle-market buyout deals in Europe sourced via Independent Sponsors.

Role Overview

The firm seeks an experienced Head of Operations & Portfolio Management to lead enhancement and management of its operational workflows. This leadership position reports directly to the CEO and collaborates closely with the CIO, Head of Client Team, Head of Direct PE, and Head of Compliance. Responsibilities include overseeing the investment operations platform encompassing middle office, data/reporting functions, and operational risk management.

Key Responsibilities

• Provide leadership and strategic direction for operational aspects of the firm.
• Manage investment and client operational processes to ensure efficiency and accuracy.
• Oversee data governance policies and client reporting mechanisms.
• Ensure risk management, governance compliance, and regulatory adherence across operations.
• Lead technology and system platform initiatives, including the FA Solutions front-to-back portfolio management system implementation.
• Drive projects, change management, and contribute strategically to organizational growth.
• Lead and mentor the operations team to achieve performance goals.

Requirements and Experience

• Minimum of 15 years' experience in investment operations within a multi-family office, wealth management, or asset management environment.
• Demonstrated leadership in managing cross-functional operations teams, particularly in expanding businesses.
• Expertise in portfolio data management, client reporting, and operational control frameworks.
• Proven success in leading system implementations and organizational change initiatives.
• Capability to operate strategically and execute hands-on in lean team settings.
• Familiarity with private equity, hedge funds, and wealth management sectors is advantageous.