Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

March 2019 investment update

Markets have rallied despite what appears to be the largest economic deceleration in recent years. How long will markets ignore the fact that corporate revenue, earnings and margin forecasts are deteriorating? It seems as if risk markets once again see bad news as good news, writes Dolfin’s Head of Investment Management, Richard Gray.

Postcard from the Netherlands

A key question facing players in a vibrant and rapidly growing fintech hub is whether to disrupt, collaborate, build or buy. Nikolay Pomortsev, Project Manager, reports from Dolfin’s Amsterdam office.

Dolfin shortlisted for Citywealth’s Magic Circle Awards 2019

Dolfin has been shortlisted for Industry Newcomer of the Year and Innovation of the Year in this year’s Citywealth Magic Circle Awards. Voting closes on 12 April.

Head of Operations
Malta

Purpose of job

A fantastic Head Of Operations Manager role has opened up at Dolfin. The successful candidate will be responsible/go-to person for the day to day processes and procedures surrounding Dolfin’s depositary, custody and brokerage business. The role requires a mix of day to day tasks as well as strategic project work.

Reports to

Chief Executive Officer in Malta

Interacts with

This is a great role for an experienced Operations expert with strong technical and people skills to develop and lead on delivering the operations plans in a fast paced and growing organisation. You will play a key role in the company, working closely with trading, legal & compliance and business development teams in Malta and London (HQ).

Duties

  • Daily monitoring of client transactions, production and review of P&L and Exposure reports
  • Managing day to day issues and acting as a point of contact for Trading, Investment Management, Sales and other senior management
  • In charge of the Depositary services to collective investment schemes and the Custody business for professional and retail clients.
  • In charge of Oversight function within the Depositary services.
  • Main point of contact for clients and in charge of delivery of reports at client board of directors’ meetings
  • Assist Management with proposals for prospective clients and in charge of client on-boarding for Depositary and Custody business.
  • Key technical point of contact for industry stakeholders on depositary and custody services including, including attendance at key networking events
  • Managing operational processes across client accounts: trade booking, settlement, reconciliations, P&L calculations and fee monitoring
  • First point of contact for queries, problems etc. relating to trades
  • Post-trade order processing including subsequent allocations, settlements instructions and trade confirmations within the Investment Management System to ensure timely and accurate bookings
  • General data maintenance and adhering to a strong compliance culture within the firm.
  • Assisting with the production and review of regular and ad-hoc client reports (Valuation, Transactions etc.)
  • Working with Counterparties to ensure timely and accurate bookings
  • Proactively participating in ongoing systems and process development, enhancement and stress-testing
  • Maintaining operational procedures and updating when necessary
  • Project managing ad-hoc projects within Depositary and Custody Operations
  • Ensure controls are maintained and the daily task checklist is up to date

Skills & abilities

Fluent English

Excellent project management

A good team player, capable of leading in a fast-paced pressured environment maintaining accuracy and quality

Excellent Communication Skills, with the ability to deal efficiently with different internal departments and external counterparts

Ability to build relationships effectively, both in the immediate team and wider business

Experience

7+ years’ experience gained within a middle/back office environment, ideally within Wealth Management or Hedge Fund

Education

Strong academic record in Finance or business    studies degree

Personal attributes

Confident and self-sufficient

Entrepreneurial with a desire to be accountable and make a difference

Flexible and comfortable with a broad variety of duties that may change at short notice

Genuine passion for operations, finance and technology

Strong values combined with a readiness to challenge convention

Proactive, emotionally intelligent individual with great people skills and keen eye for detail

Apply for this position

Personal Info

Resume

Cover Letter

Additional Info

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