Job Description

The Operations Manager will be a core member of the investment consulting team and will assist with day-to-day management of business matters and provide admin support where required.

The team provides a full range of advisory and investment services including strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-going portfolio monitoring, in addition to bespoke consulting advice and analytics. The team covers all asset classes with a specialist focus on alternative investments, including private markets, specifically infrastructure, real estate, private credit and private equity.

Key Tasks and Responsibilities

• Be responsible for the day-to-day operations of the business, as detailed below:
• Manage, maintain, and updating where relevant, client contracts, marketing materials and other key documentation.
• Provide marketing support such as assisting with client pitches, business development initiatives, co-ordinating and responding to Requests For Proposals,
• Assist with procedure documentation, internal compliance matters and other key internal functions such as finance
• Maintain client lists and key documentation in a well organised manner
• Co-ordinate key meetings and provide assistance to senior team members where necessary
• Be main contact person for senior advisers (contractors) and for internal stakeholders where relevant

• Excellent organisation skills
• Strong attention to detail
• Ability to complete projects on time and accurately
• Ability to work on multiple tasks simultaneously and adjust to changing deadlines
• Ability to use initiative and work independently, taking ownership
• Good verbal communication skills
• Good MS office skills including powerpoint
• Ability to work in a team environment, but can work independently if necessary
• Interest in investment consulting
• Drive, energy and ambition to achieve results

• Previous experience in investment consultancy or asset management preferable

Apex Group