Senior Investment Operations Officer (Charities)

Up to £45,000 plus EXCELLENT bonus and benefits

Hybrid working available

Our 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 in 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 & Transformation: Maintain high data standards, assist with AI implementation, and support initiatives to simplify and develop our offering.
• Donor Onboarding: Facilitate the joining process for new donors and maintain accurate records of giving funds.

Requirements for the successful Senior Investment Operations Officer (Charities) to include:

• Candidates MUST have previous experience dealing with Philanthropy, Impact Investment, and ideally Donor Advised Funds.
• A proven track record in a role focused on operations, governance, or business transformation is essential.
• Familiarity with Microsoft Office (Word, Excel, PowerPoint) and the ability to quickly master grant making technologies.
• Strong numeracy skills and a firm understanding of the importance of accurate data in a data led organisation.
• An ability to work effectively in a close team, with a natural drive to learn, simplify, and improve internal processes.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency