Operations Analyst

Operations Analyst, Investment Management, 3 days/wk job-share, Remote/London, £37k-£47k fte doe, 12 month contract.

Our Client

Our Client is an Investment Management firm. It has over £20 billion under management and just over 300 members of staff. It manages investments on a discretionary basis for individuals, trusts, charities, companies and pensions as well as collective investment schemes.

The Role

Reporting to the Operations Client Servicing Manager, the Operations Analyst will hold responsibility for new clients, leaving clients, deceased clients, internal stock transfers and maintenance of static client data. (A full job description is available to interested candidates).

Key tasks include:

Set up/On-board new clients within CRM & Pulse
Transition of assets for new and leaving clients.
Process portfolio restructures (internal transfers) in a timely manner in accordance with Front Office requests.
Process and reconcile non-company portfolios for quarterly valuation production.
Administration of deceased clients
Administration of leaving clients
Maintaining Client static data
Complete daily control tasks and ensure they are signed off by the due date.
LEI processing including renewals and queries
Production of monthly and quarterly stats to enable us to provide the relevant management information.

The Candidate

Core competencies

Demonstrate self-awareness and emotional intelligence
Demonstrate honesty and integrity
Value and respect the contribution of others
Maintain high standards of accuracy, demonstrating the initiative and self-discipline to work on your own and take responsibility for output
Demonstrate enthusiasm, drive and commitment
Absolute focus on client service

Skills, knowledge, experience and qualifications

Preferably working towards or have completed the Investment Operations Certificate (formerly IAQ)
Maintain high standards of diligence and accuracy at all times.
Ability to adopt best working practices.
Absolute focus on client service, including awareness of cultural differences in working practices.
Good standard of oral and written communication.
High standard of IT literacy (MS Office, especially Word, PowerPoint, Excel).
Ability to multitask, prioritise workloads and plan/organise effectively

Terms

This part-time position is seeking a candidate to join a job-share 3 days per week (Weds-Fri with Weds in the office). The role will be hybrid working between remote and the company offices in Victoria. A competitive salary of £37k-£47k fte is on offer depending on experience. The role is for a 12 month contract with the opportunity to convert to permanent. There is a generous package of benefits including Group pension (9% company contribution), 25 days holiday (pro-rata), Life Assurance, Income Protection, Private Medical Insurance, Travel Insurance, Cycle to Work, My Family Care and Volunteer Days.

This is a great opportunity to use your operations skills and continue to develop your career, whilst being part of a job-share.

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