Investment Operations Officer at Blue Marina Asset Management Limited

Job Summary

The Investment Operations Officer at Blue Marina Asset Management Limited is responsible for executing and supporting day-to-day investment operations, client transactions, and portfolio administration activities. The role ensures accuracy, timeliness, and compliance in all investment-related processes while supporting the delivery of excellent client service and operational efficiency across the firm. This position offers a great opportunity for career growth.

Key Responsibilities

• Handle onboarding of new clients and updates for existing clients, ensuring all required documentation is duly vetted and processed in compliance with regulatory and internal standards
• Process client redemption requests, interest payments, and return distributions promptly and accurately
• Maintain and update client data, transaction histories, and investment portfolio records within internal systems
• Execute equity investment mandates, including buy and sell orders, portfolio valuation, reconciliation, and management of CSCS positions through the CSCS portal
• Manage client communications via telephone, email, and meetings, ensuring timely and professional responses to inquiries
• Prepare and process investment bids for Commercial Papers (CPs) and other fixed-income instruments
• Ensure accurate and timely movement of client funds in line with internal controls and compliance requirements
• Provide periodic transaction updates, investment confirmations, and portfolio performance reports to clients
• Collaborate with the investment, finance, and compliance teams to ensure smooth settlement, reconciliation, and reporting of transactions
• Support continuous process improvement initiatives to enhance operational efficiency and client satisfaction
• Perform any other related duties as may be assigned

Education

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, or any related field
• Professional Certifications (CFA or equivalent)