Global Head of Fixed Income Service
About the role
This role owns the global operating model, long-term strategy, and execution of services supporting the end-to-end fixed income investment lifecycle, including complex instruments and global markets. You will partner closely with senior investment, trading, risk, and technology leaders to deliver scalable, resilient, and high-quality operating capabilities that enable portfolio performance and risk-aware execution.
Key Responsibilities
Enterprise Strategy & Fixed Income Operating Model
- Define and lead the global strategy for fixed income data, portfolio administration, and trade support services
- Align operating priorities with fixed income investment objectives, including rates, credit, securitized products, and derivatives
- Establish strategic guardrails to ensure quality, resiliency, scalability, and strong risk management across regions
- Own the design and evolution of the global operating model, including standardization, automation, and sourcing strategies
Fixed Income Trade Lifecycle & Execution Excellence
- Oversee end-to-end fixed income trade lifecycle execution, including complex instruments (e.g., derivatives, structured products, and global bonds)
- Ensure readiness for market events, new issuances, index changes, and liquidity-driven activity
- Manage data dependencies, valuation considerations, and operational risks inherent to fixed income markets
- Drive continuous improvement in execution quality, scalability, and efficiency
Executive Advisory & Investment Partnership
- Serve as a strategic advisor to portfolio managers, traders, and senior investment leadership on execution risk and operational readiness
- Influence outcomes on large-scale market events, portfolio transitions, and trading initiatives
- Partner with investment leadership to align operating capabilities with evolving strategy and product innovation
Risk, Governance & Regulatory Oversight
- Establish and govern enterprise frameworks for operational risk management, escalation, and issue resolution
- Ensure alignment with regulatory expectations, audit requirements, and risk management standards across global markets
- Represent the function in executive, regulatory, and audit forums
- Strengthen control environments and oversee remediation of material issues
Transformation & Data Strategy
- Lead modernization of investment data and trade support platforms supporting fixed income investing
- Drive adoption of advanced data architecture, analytics, and automation to improve decision-making and control
- Sponsor enterprise initiatives that enhance integration across the investment lifecycle
- Deliver sustained improvements in efficiency, scale, and risk management
Organizational Leadership
- Lead, develop, and scale a high-performing global organization
- Set performance standards, evaluate talent, and drive development and succession planning
- Foster a culture of accountability, innovation, and operational excellence
Business Enablement & Market Responsiveness
- Own operational readiness for new fixed income products, mandates, and strategies
- Direct enterprise response to market, index, and regulatory changes impacting fixed income portfolios
- Ensure scalable support for growth, complexity, and global expansion
- Build and sustain executive partnerships across Investment Management, Technology, Risk, and external providers
Qualifications
Experience:
- 10+ years of leadership experience across investment operations, fixed income trading support, portfolio administration, or investment data
- Deep expertise across fixed income markets (rates, credit, securitized products, derivatives) and trade lifecycle complexity
- Proven success leading global teams and enterprise-scale operating models
Leadership & Influence:
- Strong executive presence with the ability to influence senior stakeholders
- Demonstrated track record driving transformation, automation, and operating model redesign
Functional Expertise:
- Strong knowledge of investment data, portfolio operations, and trade support in fixed income contexts
- Deep understanding of risk management, regulatory frameworks, and control environments
Education:
- Undergraduate degree or equivalent experience required
- Advanced degree preferred