Assistant Manager – Operations (Investment Management)

TL;DR

Assistant Manager – Operations (Investment Management): Delivering high-quality operational support for Private Office and Investment Management services with an accent on scaling Model Portfolio Services (MPS) and managed accounts. Focus on managing end-to-end portfolio transitions, ensuring robust operational controls, and building strong relationships with platforms and custodians.

Location: Hybrid role based in Leeds, UK

Company

hirify.global is a progressive advisory firm providing expert services in pensions, employee benefits, and wealth advisory with a strong focus on quality and fresh perspectives.

What you will do

• Provide operational support for client onboarding, account set-up, and ongoing maintenance.
• Collaborate with the Portfolio Management team to implement portfolio changes and rebalancing activities.
• Act as a key interface for outsourced partners, platforms, and custodians to resolve queries and drive improvements.
• Manage end-to-end portfolio implementations and asset transitions with strong project discipline.
• Ensure operational tasks meet high standards of accuracy, governance, and regulatory compliance.
• Identify operational bottlenecks and contribute to building scalable processes and documentation.

Requirements

• Must be based in or able to work from the Leeds office (Hybrid).
• Strong project management skills with a structured approach to delivery.
• Proven experience in managing multiple priorities in a fast-paced environment.
• High attention to detail with a focus on control, accuracy, and governance.
• Proficiency in Microsoft 365 applications.

Nice to have

• Working knowledge of investment platforms and experience with custodians.
• Exposure to portfolio implementation or transition activity for Wealth or Institutional clients.
• Investment Management Certificate (IMC).

Culture & Benefits

• Hybrid and flexible working approach to support work-life balance.
• Commitment to career development through diverse, meaningful work and training.
• Inclusive and equitable workplace culture valuing respect and fairness.
• Opportunities to work across diverse markets within a fast-growing professional services firm.