Curious About Asset Management Operations Careers? Start Here!

Ever wondered what happens behind the scenes in the world of finance? Join us as we unveil the hidden secrets of Asset Management Operations, a vital yet often unseen part of the industry. 

Welcome to episode 47 of The Career Discovery Podcast, the show that’s all about helping you broaden your career horizons, discover your professional potential and empower your career journey.  

In this episode, we’re pulling back the curtain and taking you behind the scenes into the captivating world of asset management operations. If you’ve ever wondered what it takes to keep the gears turning in the world of finance, optimize financial assets and ensure compliance with ever-changing regulations, the vital functions of asset management that often go unseen, then you’re in the right place.  

Discovering the Industry 

Asset management involves professionally managing investments and financial assets to help clients grow their wealth and achieve financial goals, while also managing associated risks and optimising returns.  

Asset management operations involve the day-to-day processes of acquiring, tracking and optimising financial assets, ensuring efficient execution and compliance with regulatory requirements.

Discovering the Roles 

As this week’s guest shares, the asset management operations involves:

  • Client Operations: Responsible for onboarding clients, verifying assets and managing internal client data.
  • Trade Support Teams: Collaborate closely with traders to ensure accurate trade settlement, including handling various currencies and complex processes.
  • Compliance: Ensures alignment with regulatory requirements, upholding industry integrity.
  • Fund Accounting: Focuses on tracking incoming funds and ensuring reconciliation accuracy.
  • Performance Monitoring: Observes fund performance, analysing both highs and lows.
  • Reporting: Concentrates on various reporting tasks, including client, internal and management reporting, to explain investment performance.

Discovering the Appeal 

A career in asset management operations may appeal to you if you:

  • Find joy in being detail-oriented, working with numbers, data and precise information.
  • Take pleasure in solving complex problems and making data-driven decisions.
  • Enjoy understanding and mitigating financial risks associated with investments.
  • Appreciate being attentive to rules and regulations and ensuring that investment activities adhere to legal and industry standards.
  • Have a liking for technology, as the industry becomes increasingly reliant on financial software and tools.
  • Thrive in managing multiple tasks, deadlines and processes, making organisational skills important.
  • Are passionate about finance, investments and the financial markets.
  • Value client interactions, as there is often a need to communicate clearly and provide excellent customer service.

Ready to Discover More? 

Intrigued by the world of asset management operations? Whether you’re an aspiring asset management operations professional or you simply seek inspiration, enjoy this preview and join us for the full conversation to learn much more! 

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PS – If you have any questions, comments, or suggestions, we’d love to hear from you. Feel free to reach out. 

Full Episode