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The Investment Services Team provides support to the Investment teams and other related groups operating on the investment platform. The group aims to enable business growth, deliver improvements, control risk, simplify the business operating model, as well as providing some core operational services. Investment Services works with teams across Schroders to implement change in line with the firm's objectives. The team also has responsibility for the firm's relationship with key vendors, including BlackRock Solutions for the Aladdin platform and market data providers.
The Head of Investment Services APAC, is a senior role within the Investment Services function reporting directly to the COO - Investment (based in the UK). The Head of Investment Services, APAC will also have a regional reporting line into the APAC Head of Operations. The role requires the establishment of strong working relationships with the APAC Investment team leadership. Understanding the regional Investment teams' evolving priorities and operational challenges is central to connecting Investment with our global operating model.
What you'll do
Provide regional leadership of Investment Services, including all functions within the team: Investment and Trading Support, Cash Management, Investment Services Platform Team, Derivatives Services, Portfolio Compliance, Investment Data Group and Market Data Services. This will involve developing talent in the team in collaboration with the functional leaders. This will require coaching and mentoring as well as management focus.
Contribute as a member of the Investment Services global management team and identify opportunities to enhance the team's global functional model.
Work closely with the global function heads of Investment Services to align process, structure and strategy into APAC. A key element of this role is connecting the people in the team both across the APAC region and with EMEA and the Americas.
Maintain exceptional level of delivery to the Investment community by being the relationship contact for senior stakeholders in the region, including but not limited to the Head of Investment Desks. The Head of Investment Services, APAC will need to develop and maintain strong working relationships with the Investment teams in the region.
Manage relevant vendors and ensure the quality of service to Schroders in the APAC region (e.g., BlackRock Solutions (BRS) for Aladdin). This includes, regular service reviews, risk assessment and due diligence on service providers. The Head of Investment Services APAC will play a leading role in managing the relationship with BRS for the region.
Work closely with Operations, Legal and other adjacent functions to deliver seamless support to the Investment, Product & Distribution teams. A key element of the role in ensuring that Investment Services remains closely connected with the regional functions and leadership.
Lead, sponsor & represent Investment Services in strategic programmes, both regional and global in nature.
Keep abreast of industry changes in investment technology, instruments, and overall landscape. Assess opportunities/risks and make recommendations accordingly
Represent regional Investment team's interests on global forums/committees.
Actively update APAC stakeholders on global initiatives.
Maintain a good knowledge of regulations and upcoming developments in this area.
Identify and assist functional managers in the reduction of operational risk and enhancement of efficiency.
Knowledge and Experience
Significant experience in financial services - ideally asset management
Deep experience in financial services operations with a focus on working closely with investment teams to deliver required services.
Strong client service focus, ability to diffuse complex situations into executable solutions.
Strong communication skills, both verbal and written
Good knowledge of asset management process and systems preferably front-to-back. The role is central to delivering the entire investment operating platform to our internal clients of the platform
Experience with the Aladdin platform preferred but not compulsory.