Senior Manager Investment Servicing
2 weeks ago
Senior Manager Investment Servicing
We are seeking an experienced and client-focused Senior Manager – Investment Servicing to lead strategic delivery and operational excellence for global asset management clients. The ideal candidate will bring deep expertise in investor servicing operations, a proven ability to manage large-scale engagements, and a track record of building strong client partnerships. This role demands strategic thinking, hands-on leadership, and a commitment to continuous improvement.
Experience & Credentials
- 12+ years of experience in investor servicing or fund operations, with at least 5 years in a leadership role.
- Strong client management experience with global asset managers, fund administrators, or custodians.
- In-depth understanding of investor servicing processes, regulations, and best practices.
- Proven ability to lead large teams, manage cross-functional stakeholders, and deliver high-quality outcomes.
- Postgraduate degree in Finance, Accounting, or Business Administration; professional certifications (CA, CPA, CFA) preferred.
Roles & Responsibilities
- Own end-to-end strategy, service delivery, client engagement, and business growth within the investor servicing domain.
- Primary liaison for global asset managers; lead governance forums and ensure service alignment with client objectives.
- Experienced in overseeing all service lines to ensure consistent delivery, quality, and efficiency.
- Oversee multiple service lines—such as fund accounting, transfer agency, investor onboarding, AML/KYC, and reporting—ensuring accuracy, timeliness, and consistency.
- Monitor team utilization, productivity, and commercial performance; track SLA adherence, KPIs, and performance scorecards to drive accountability.
- Maintain robust control frameworks to ensure audit readiness, regulatory compliance, and risk mitigation.
- Lead process transformation through automation (RPA, AI), technology adoption, and workflow optimization.
- Develop talent capabilities through structured training, cross-skilling, and succession planning.
- Foster a culture of operational excellence, client centricity, and continuous improvement across teams and functions.
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