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Investment Operations Team Leader, Permanent Job, Isle of Man

Permanent
Insurance & Captive
£25,000 – £50,000
PP12383

Description

Join a leading investment operations team and make a real impact while developing your leadership skills in a supportive and dynamic environment

The Role

Take charge of key investment processes and lead a team that delivers exceptional service to policyholders


  • Oversee account opening, AML requests, standing data, dividends, corporate actions, and assignment splits

  • Execute investment transactions in line with service standards and governance regulations

  • Process dividends, corporate actions, asset reviews, due diligence, and assignment splits

  • Coordinate corporate action notifications and responses with policyholders and advisers

  • Ensure timely settlement of investment transactions and accurate administration of custodian accounts

  • Provide training and coaching to team members to support management goals

  • Maintain technical knowledge to facilitate rotation within investment operations teams



About You

Bring your diligence, leadership and proactive attitude to excel in a fast-paced investment operation environment


  • Proven people leader with at least 2 years of experience

  • Excellent attention to detail and conscientious work ethic

  • Excellent customer service skills

  • Experience in training and coaching team members

  • Ability to work under pressure in a dynamic environment

  • Intermediate knowledge of MS Office

  • CISI Introduction to Securities, desirable but not mandatory



The Reward


  • Competitive salary with regular reviews

  • Generous pension and bonus scheme

  • Income protection, private medical insurance, and life assurance

  • Comprehensive personal and professional development opportunities

  • Flexible working arrangements to suit your lifestyle