Head Of Client Operations

Descompagnons Trabalho Temporário Lda; Lisboa; Presencial; EUR 80 000 - 100 000; Tempo integral

Resumo da oferta

A global wealth management firm in Lisbon seeks a Head of Client Operations to lead data operations and client reporting. Ideal candidates should have over 10 years in financial services, strong expertise in data governance, and proficiency in Excel. A master's in Finance or related field is preferred. The role involves managing a team, improving processes, and ensuring data integrity for high-net-worth clients.

Qualificações

• At least 10 years of experience in financial services operations.
• Experience in reconciliations and client reporting.
• Strong understanding of investment products across asset classes.

Responsabilidades

• Lead data operations, client reporting and billing team.
• Establish data governance policies.
• Drive process improvement initiatives.
• Manage and mentor the team and foster a performance culture.

Conhecimentos

Data governance

Investment performance analysis

Client reporting

Proficiency in Excel

Attention to detail

Fluent in Portuguese

Fluent in English

Formação académica

University degree in relevant subject

Master's degree in Finance or related field

Ferramentas

Excel

VBA

Python

Power BI

SQL

Descrição da oferta de emprego

AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c. 400 professionals across three continents.

Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.

We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a changing world.

As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

To learn more visit global.com.

Job Description

We are looking for a detail-oriented and analytical Head of Client Operations to join our team in Lisbon. This role will establish and lead a central team ensuring the accuracy, consistency and integrity of client, product and portfolio data to enable the availability of investment data and the delivery of client reporting and billing cycles. This is a critical function that underpins the delivery of investment management services to high net worth clients across multiple jurisdictions.

The ideal candidate will bring a strong understanding of data governance and maintenance in a financial services context, with deep knowledge of investment products and securities including liquid and illiquid instruments, public and private markets, derivatives, structured products, foreign exchange and alternative investments. You should also be familiar with asset class classification schemes and investment performance. You will have a genuine passion for data quality, reporting excellence, and operational improvement, and will play a key role in shaping and leading our Data Operations, Client Reporting & Billing function.

The successful candidate will be responsible for establishing the adequate governance and processes, through adequate policies and procedures, and to lead the Lisbon based team being established to support the International Wealth Management (IWM) business across all its jurisdictions.

Job Responsibilities

• Lead the data operations, client reporting and billing team with a view to standardise processes in support of all IWM jurisdictions.
• Establish data governance policies and processes to ensure the integrity and availability of client, product and portfolio data.
• Lead the design and implementation of standardised portfolio reconciliation (with custodian accounts), reporting and billing production processes, ensuring consistency and clarity across all outputs.
• Drive process improvement initiatives, identifying opportunities to enhance operational efficiency and reduce manual effort.
• Manage and mentor the team, fostering a collaborative and performance culture.
• Deliver detailed performance analysis using methodologies such as Time-Weighted Return (TWR) and Internal Rate of Return (IRR).
• Oversee banking reconciliation processes, ensuring accuracy and alignment with product classification schemas.
• Demonstrate deep knowledge across a wide range of investment products, including liquid and illiquid assets, public and private markets, and alternative investments.
• Collaborate with internal stakeholders to ensure reporting aligns with client and regulatory expectations.

Qualifications

• At least 10 years of experience in financial services operations with experience in reconciliations, investment performance analysis and client reporting, preferably within wealth management, asset management, or private banking.
• University degree required, ideally in a relevant subject.
• Master's degree or equivalent in Finance, Data Analytics, Mathematics, or a related quantitative discipline preferred.
• Strong understanding of investment products across asset classes, including structured products, private equity, hedge funds, and traditional securities.
• Proficiency in Excel and comfort working with large datasets.
• Familiarity with Addepar (custodian data aggregation, analytics and reporting) and Salesforce (CRM) is ideal.
• Exposure to VBA, Python, Power BI, or other BI tools is beneficial but not a core requirement.
• Experience in databases and SQL, with knowledge of analytical SQL functions would be advantageous.
• Fluent in Portuguese and English (spoken and written); additional European languages are an advantage.
• Exceptional attention to detail, with strong analytical and structured thinking.
• A starter with a proactive mindset and a passion for improving processes.
• A leader with a proven record of building teams and setting up a function.
• Able to execute and output driven.

Please send your resume in English for the team to review.

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.