DPM CR Support Manager

Barclays UK; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading banking institution is seeking a DPM CR Support Manager to oversee global rule management within the Charles River platform. The role includes coordinating submissions and implementing governance processes, while ensuring operational excellence across multiple regions. The ideal candidate should possess strong financial knowledge and experience with investment systems, along with excellent communication and organizational skills. This position is based in London.

Qualifications

• Solid working knowledge of Charles River (CR) investment management system.
• Strong financial knowledge to understand complex investment rule logic.
• Ability to challenge the status quo and drive change strategically.

Responsibilities

• Main contact for DPM platforms on operational issues.
• Coordinate submission and deployment of CR rules.
• Lead clean-up initiatives on inactive rules.
• Document governance processes for rule creation.

Skills

Working knowledge of Charles River (CR)

Financial knowledge

Organizational skills

Communication skills

Proactive mindset

Problem-solving ability

Job description

Overview

We are seeking a driven and detail-oriented DPM CR Support Manager to take ownership of global coordination and governance for rule management within the Charles River (CR) platform, supporting the Discretionary Portfolio Management (DPM) function. The successful candidate will be responsible for end-to-end rules oversight including new rule submissions, amendments, template management, and system-wide clean-ups across the UK, Jersey, and Ireland. They will play a key role in aligning rule logic and naming conventions globally, leveraging past clean-up efforts in locations such as Geneva and Monaco to improve operational efficiency.

In this role, you will formalize and implement governance processes for rule creation and change, manage regular engagement with global stakeholders including CRRD and DPM Governance, and support the implementation and import of rules for CR SAAS PB. You will also serve as the global point of contact for DPM-related CR issues—logging, managing, and resolving incidents while identifying cross-platform synergies and raising key business issues in forums.

Key Responsibilities

• Become the main point of contact for all DPM platforms for Charles River operational issues
• Coordinate the submission, testing, and deployment of new and amended CR rules across all supported DPM platforms.
• Manage rule template libraries and implement global naming conventions to streamline lookups and avoid unnecessary duplication.
• Lead clean-up initiatives by identifying and deleting inactive rules, aligning rule sets across regions (UK, JSY, IRE) and benchmarking against streamlined models used in Geneva and Monaco.
• Formalize and document governance processes for rule creation and amendments to ensure consistency and quality across platforms.
• Submit rule changes to DPM Global Governance for validation of accuracy and completeness.
• Participate in and contribute to weekly calls with CRRD to track, escalate, and resolve Charles River operational issues efficiently.
• Support CR SAAS PB rule implementations and imports.
• Log all CR-related incidents in the IT system and manage issues to resolution, including those related to PRT.
• Maintain a global incident log to identify trends, synergies, and opportunities for process alignment.
• Represent DPM operational and platform issues at the monthly CR business forum

Essential Criteria

• Solid working knowledge of Charles River (CR) investment management system.
• Strong financial knowledge with the ability to understand complex investment rule logic.
• A proactive, driven mindset with a commitment to delivering operational excellence.
• Ability to challenge the status quo and drive forward change in a controlled and strategic manner.
• Excellent organizational and communication skills to manage stakeholders across multiple regions and functions.

Desirable Criteria

• Strong team player with a collaborative approach to problem-solving.
• In-depth or detailed financial knowledge relevant to discretionary portfolio management.
• Experience in global operations or platform alignment across investment systems.

This role is based in London.

Purpose of the role

To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.

Accountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
• Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product strategy and development process, and communicate key findings to relevant stakeholders to improve and implement new product offerings.
• Response to colleague and stakeholder inquiries, resolution of issues, and provision of guidance on product usage. .
• Presentation of the advantages and features of the product to potential customers and stakeholders, building trust and encouraging adoption.
• Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.
• Participation in and delivery of training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

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.