Investment Operations Lead

British Business Bank; Sheffield; Hybrid; GBP 65,000 - GBP 78,000; Full time

Job summary

A national financial institution in Sheffield is looking for an Investment Operations Lead to drive performance in the Product Operations team. This multifaceted role requires managing a cross-functional team, ensuring service level delivery for the Investment division, and cultivating robust stakeholder relationships. Candidates should possess strong financial services experience, leadership in complex environments, and a focus on efficiency improvement. This position offers competitive benefits including flexible working and a substantial pension contribution.

Benefits

30 days annual leave plus bank holidays

15% employer pension contribution

Flexible working

Cycle to work scheme

Healthcare cash plan

Group Income Protection

Life assurance

Paid voluntary days

Maternity, paternity, adoption leave

Discounts on retail and dining

Qualifications

• Experience leading teams in a multidisciplinary environment.
• Expertise in investment, fund, or venture capital operations.
• Regulatory experience preferred.

Responsibilities

• Accountable for performance and delivery of the Product Operations team.
• Manage a team focused on delivering service levels in Investment division.
• Drive stakeholder relationships and manage operational risk.

Skills

Leadership in cross-functional teams

Financial services experience

Efficiency and standardization focus

Stakeholder relationship management

Operational risk management

Job description

Investment Operations Lead

Application Deadline: 23 February 2026

Department: Operations (COO)

Employment Type: Permanent

Location: Sheffield

Compensation: £65,000 - £77,500 / year

Description

Investment Operations Lead

Location: Sheffield / Hybrid Working (Expectation that you will attend an office 2 days per week)

Contract: Permanent

Hours: Full time 37.5 hours per week / flexible days and/or hours (Mon-Fri)

Salary: £65,000 - £77,500 p/a

THE ROLE

As a member of the Chief Operating Office division, you will have accountability for the performance and delivery of the Product Operations team and bring experience, knowledge, and future vision for evolving the team including its strategy, operating model, product and service offerings and workforce.

You will manage the Operational team (circa 17 FTE) focused on delivery of service levels to the Bank’s Investment division, ensuring the delivery of key processes and the management of the associated risk. To do this you will require the ability to develop solutions whilst maintaining delivery will be critical in ensuring that the team retains the ability to evolve to meet the Bank’s ongoings need. You will also drive stakeholder relationships with key internal colleagues and work in conjunction with their peers across COO to deliver on this, and build core relationships with the Investment Business as the primary service provider to this team.

The portfolio is focused on direct and indirect equity, debt, fund of funds and lending products. Key processes will include portfolio reporting, drawdowns and distributions, reconciliation, treasury management, NAV calculation and reconciliation, fee checking and portfolio reporting, and you will need to drive the integration of new activities into the Product Operations team which continue to centralise operational roles from within the product teams to help define and implement changes to the target operating model for the Bank’s Corporate Services.

The Product Operations Team provide operational processing support as well as prepare key financial reconciliations for financial management and reporting, and the function combines product and operational knowledge to support the delivery of key projects. You will therefore need to have a focus on efficiency, standardisation and continuous improvement of the core processes.

This capability has strong functional alignment with Investments, Finance, Risk, Data and Change & Innovation functions. In addition, the role will support the management of critical operational and risk management within the Bank

With broad experience in financial services, you will also be able to demonstrate substantial experience in leading cross-functional teams, multidisciplinary environments, operating and influencing effectively across the organisation and within complex contexts. Expertise leading and building high performing operations teams is also essential as is experience of Investment, Fund, Venture Capital and/or Banking Products. Regulatory experience preferred

Please note: this is a description of responsibilities and requirements as provided.

Key Benefits

• 30 days annual leave plus bank holidays, opportunity to buy and sell up to 5 days holiday
• 15% employer pension contribution
• Flexible working
• Cycle to work scheme, healthcare cash plan, Group Income Protection and life assurance
• Paid voluntary days, maternity, paternity, adoption, and shared parental leave
• Benefits designed to suit your lifestyle - from discounts on retail and dining, to health and wellbeing, travel, and technology...and plenty more