Descrição da Função
Your New Company
An international financial institution, part of a leading global banking group, is strengthening its operations hub in Lisbon within a context of sustained growth. The organization delivers high-quality operational services across Wealth Management, Asset Services and Asset Management, ensuring efficiency, accuracy and strong alignment with global standards.
Your New Role
As Head of Fund Data Flow Management, you will be responsible for leading a critical operational team, ensuring the accurate and efficient management of fund-related data flows, while driving continuous improvement and supporting business growth.
You will combine team leadership with operational oversight, playing a key role in optimising processes and ensuring high service quality across international stakeholders.
Your main responsibilities will include:
Leading the day-to-day management of the Data Flow Team, including workload supervision, prioritization and team development
Ensuring the timely and accurate receipt, analysis and distribution of correspondence from Fund Administrators and Transfer Agents
Coordinating the efficient electronic dissemination of information to relevant operational teams
Overseeing accurate data extraction from documentation to support downstream processing and automation initiatives
Collaborating closely with internal operational departments to prioritize critical activities
Driving process optimization by reviewing communication channels, data flows and system functionalities
Leading and contributing to projects impacting processes, systems and team scope
Ensuring strong operational controls, risk awareness and service quality standards
Acting as a key point of contact between local teams and international stakeholders
Promoting a collaborative, proactive and client-oriented culture within the team
What You’ll Need to Succeed
Minimum 5 years’ experience in banking operations or fund administration, with at least 2 years in a management role within an international environment
Strong understanding of fund administration, custody operations or transfer agency workflows
Solid analytical and problem-solving skills, with the ability to manage priorities in a fast-paced environment
Proven leadership and people management capabilities
Excellent communication and stakeholder management skills
High level of organization, accountability and decision-making ability
Proactive, solution-oriented and autonomous mindset
Experience with operational data flows, document management systems or process optimization (nice to have)
Knowledge of data management, machine learning or AI-based processing (plus)
Fluent English (French is a plus)
What You’ll Get in Return
A strategic leadership role within an international environment, offering strong exposure to operations and data management in the funds industry.
You will have the opportunity to contribute to the setup and growth of a key operational function in Lisbon, with direct impact on processes, systems and team development.
Additional benefits include a hybrid working model (3 days in the office), health insurance, meal allowance and performance bonus.
What You Need to Do Now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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