Senior Investment Operations Officer (Charities)
Up to £45,000 plus EXCELLENT bonus and benefitsHybrid working availableOur client, a highly prestigious private bank with Ultra-High-Net-Worth clients, is seeking highly skilled Operations Manager to be instrumental in managing the comprehensive operational landscape of their Charitable Trust, a prominent UK Donor Advised Fund. We are seeking a hands-on Operations Manager to play a pivotal role in managing and overseeing the critical operational activities of the Trust. This is a unique opportunity to ensure the highest standards of governance, efficiency, and control, underpinning seamless grant-making and data management processes. This is an exciting role is a busy and growing team, so candidates must be ready to hit the ground running! Candidates must have proven experience in philanthropy, impact investments or ideally Donor Advised Funds.Duties of the Senior Investment Operations Officer (Charities) to include:Grant Making: Implement policies, prepare due diligence for complex requests, and coordinate with donors/grantees to ensure smooth distribution and reporting.Investment Oversight: Support the oversight of investments to ensure they align with financial and charitable goals, including preparing documentation for asset acceptance.Financial Management: Support budget preparation, monthly reconciliations, financial statements, and fee collection.Data and Transformation: Maintain high data standards, assist with AI implementation, and support initiatives to simplify an
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