The Institutional Oversight (IO) team has primary responsibility for various aspects of account onboarding, portfolio accounting, and serves as the single point of contact for all operational queries relating to institutional clients. The team covers a wide range of client segments within the institutional space and a complex product range, including equities, fixed income, derivatives and alternative products. The group supports Portfolio Managers, Sales and Client Relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best-in-class client experience and working closely with the business to maintain and enhance client relationshi...
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