Investment Operations Senior Specialist (m|f|x) Monaco

Join us as an Investment Operations Senior Specialist. In this role, you will report to the Head of Investment, working as a core member of the investment team and serving as a subject matter expert on technically focused initiatives. You will play a key role in supporting investment activities through structured project delivery and close collaboration across functions.

The role has a strong technical project focus, requiring you to work closely with Technology and other partner teams to translate business requirements into effective, well-controlled solutions. You will support investment operations, including settlement and custody processes, while contributing to process improvement, escalation management, and stakeholder communication.

This role is well suited for someone with solid investment and operational experience who is comfortable navigating complex environments and driving delivery through strong collaboration.

To be successful as an Investment Operations Senior Specialist, you should have:

• Proven experience in investment activities, with a strong understanding of investment and operational processes.
• Solid project management experience, including defining business requirements and working closely with technology teams.
• A good understanding of settlements, including dependencies, controls, and operational considerations.
• Strong stakeholder management skills, with the ability to communicate clearly and manage expectations across teams.

Other Highly Valued Skills and Experience Include
Experience working with Avaloq, particularly in an investment or operations context.

• Hands-on experience in escalation management, identifying issues, and driving resolutions across multiple teams.
• A track record of process improvement, focusing on efficiency, enhanced controls, or operational resilience.
• Experience in custody management, including asset servicing and related operational processes.
• Strong written and verbal communication skills, including the ability to communicate confidently in both English and French.

Tasks

• Provide support for day-to-day Private Banking and Wealth Management initiatives, including processing, reviewing, reporting, and resolving issues related to accounts, products, and services.
• Support the management of the bank’s client relationships to clearly identify their needs and provide a service that meets their expectations.
• Collaborate with teams across the bank to align and integrate Private Banking and Wealth Management processes.
• Identify areas for improvement and provide recommendations for changes to Private Banking and Wealth Management processes.
• Develop and implement Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
• Develop reports and presentations on Private Bank and Wealth Management performance and communicate findings to senior internal stakeholders.
• Identify industry trends and developments to implement best practices in Private Banking and Wealth Management services.
• Participation in projects and initiatives to improve the efficiency and effectiveness of Private Banking and Wealth Management.

Profile / Your qualification / Your personality

• To advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness. Collaborate closely with other functions and business divisions.
• Lead a team performing complex tasks, using well-developed professional knowledge and skills to deliver results that impact the entire business function. Set objectives and coach employees in pursuit of those objectives, evaluate performance relative to objectives, and determine compensation outcomes.
• If the position involves leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment where colleagues can thrive and consistently deliver to an excellent standard. The four LEAD behaviors are: L – Listen and be authentic, E – Energize and inspire, A – Align across the enterprise, D – Develop others.
• OR, for an individual contributor, they will lead collaborative projects and guide team members through structured assignments, identifying the need to involve other areas of expertise to complete the work. They will identify new directions for assignments and/or projects, determining a combination of cross-functional methodologies or practices to achieve the required outcomes.
• Consult on complex issues; provide advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and develop new policies and procedures to support the control and governance agenda.
• Take ownership of managing risk and strengthening controls related to the work performed.
• Perform work that is closely related to that of other areas, which requires an understanding of how these areas coordinate and contribute to achieving the objectives of the organization’s sub-function.
• Collaborate with other departments to ensure that business-aligned support functions stay abreast of business activities and the business strategy.
• Engage in complex analysis of data from multiple sources of information—both internal and external, such as procedures and practices (in other departments, teams, companies, etc.)—to solve problems creatively and effectively.
• Communicate complex information. “Complex” information may include sensitive information or information that is difficult to convey due to its content or the nature of its audience.
• Influence or convince stakeholders to achieve desired outcomes.

Application

You may be assessed on the key critical skills relevant to success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, and digital and technology, as well as job-specific technical skills.

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Location

Avenue de la Costa 31, MC 98000 Monaco