Investment Implementation VP

As an Investment Implementation VP within Oak Pensions Asset Management, you will be responsible for the effective implementation/ execution of the investment strategy across the portfolio; ongoing operational support and oversight; and operational risk management/ mitigation. The role encompasses the delivery of investment implementation activity, including the onboarding and transition of external investment managers, development and maintenance of investment infrastructure, oversight of cash and liquidity management, and monitoring, management and mitigation of operational risks.

Implementation of Investment Strategy

• Lead investment implementation activity across internal and external stakeholders, including managers, custodians, and advisers
• Manage operational & legal due diligence for investment changes, including reallocations, IMAs, and custody arrangements
• Oversee contractual and markets documentation, onboarding, and cash, liquidity, and FX processes
• Maintain a deep understanding of multi-asset class investment strategy and its operational implications across the portfolio

Portfolio Management – Operational Support & Oversight

• Utilise Aladdin and related systems to support portfolio implementation, transaction lifecycle oversight, and data integrity
• Support data, controls, and onboarding processes, ensuring accuracy across reporting and decision‑making systems
• Maintain knowledge of private assets, derivatives and oversee e2e transaction execution and cash management
• Contribute to supplier oversight and operational due diligence, stakeholder management ensuring service quality and issue resolution

Operational Risk Management & Mitigation

• Ensure all activity align with governance standards, robust controls, supporting documentation, and audit trails
• Identify and lead on risk mitigation and process improvement initiatives including use of AI tools
• Oversee operational readiness for new investment products and system capabilities for new assets

To be successful as an Investment Implementation VP, you should be able to demonstrate:

• Experience working in Investment Bank, Asset Management, Consulting, Operations, or Risk and Control Function
• Experience with front office portfolio IMS systems (e.g. ideally Aladdin and CRM systems)
• Confident with good verbal and written communication skills with excellent organisation, prioritisation and leadership skills

Some other highly valued skills may include:

• Investment operations and working knowledge or understanding of global custodians and Swift
• Experienced in, or had exposure to, Pension Fund investment operations or transition management
• Project or change management execution experience

You may be assessed on 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 deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks

Purpose of the role

To manage change projects that help the organisation achieve its strategic objectives, while ensuring that projects are delivered on time, within budget, in control and in compliance with regulatory requirements and internal policies and procedures. 

Accountabilities

• Management of change projects within the organisation, ensuring that they are delivered on time, within scope, budget, and to the required quality standards.
• Development and management of project plans that outline the scope, objectives, timelines, and resource requirements for change projects.
• Communication with stakeholders, including senior management, project teams, and external partners, to ensure that they are informed about project progress and that their needs and expectations are being met.
• Management of project teams, ensuring that they are properly resourced and that they have the necessary skills and expertise to deliver on project objectives.
• Management of project budgets, ensuring that projects are delivered within the agreed budget.
• Creation of reports on project progress to ensure that proposed solutions are delivered on time and within budget.
• Management of project risks, ensuring that risk, assumptions, issues and dependencies are identified, assessed, and mitigated as necessary.
• Facilitation of change management activities, including training and communication, to ensure that change projects are successfully implemented and embedded in the organisation.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• 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 be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills 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.