Investment Operations Senior Specialist

Job Description

Purpose of the role

To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution. 

Accountabilities

• Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
• Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
• Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
• Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
• Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
• Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Join us as an Investment Operations Senior Specialist. In this role, you will report into the Investment Head, working as a core member of the investment team and acting as a subject matter expert on technically focused initiatives. You will play a key role in supporting investment activity through structured project delivery and close collaboration across functions.

The role has a strong technical project focus, requiring you to work closely with Technology and other partner teams to translate business requirements into effective, well‑controlled solutions. You will support investment operations, including settlements and custody processes, while contributing to process improvement, escalation management, and stakeholder communication.

This role is well suited to someone with solid investment and operational experience who is comfortable navigating complex environments and driving delivery through strong collaboration.

To be successful as an Investment Operations Senior Specialist, you should have:

• Proven experience in investment activities, with a strong understanding of investment and operational processes.
• Solid project management experience, including defining business requirements and working closely with Technology teams.
• A good understanding of settlements, including dependencies, controls, and operational considerations.
• Strong stakeholder management skills, with the ability to communicate clearly and manage expectations across teams.

Some other highly valued skills and experience include:

• Experience working with Avaloq, particularly in an investment or operations context.
• Hands‑on experience in escalation management, identifying issues and driving resolution across multiple teams.
• A track record of process improvement, focusing on efficiency, control enhancement, or operational resilience.
• Experience in custody management, including asset servicing and related operational processes.
• Strong written and verbal communication skills, including the ability to operate confidently in both English and French.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in Monaco.