Investment Operations Analyst

Hymans Robertson LLP.; Glasgow, City of Edinburgh; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

An opportunity has arisen for an Investment Operations Analyst to join Hymans Robertson's Investment Services Operations team. This role involves collaboration with portfolio managers and investment analysts, overseeing portfolio administration and participating in governance meetings. With a focus on team growth and a supportive work culture, this full-time position offers competitive benefits and a flexible working environment.

Benefits

Competitive salary and profit share scheme

Flexible employee benefits

Mental health and wellbeing assistance

Development opportunities

Social activities, volunteering leave, and birthday leave

Hybrid working model with two in-office days per week

Flexible working hours between 7am and 7pm

Qualifications

• Experience in investment portfolio administration preferred.
• Ability to understand and articulate complex issues.
• Thorough and detail-oriented.

Responsibilities

• Administer changes to portfolios on management systems.
• Review and prepare client reports, including portfolio Factsheets.
• Implement and monitor portfolios on retail wrap platforms.

Skills

Attention to detail

Proactivity

Teamwork

Complex issue articulation

Microsoft Office skills

Excel

Job description

This is a Permanent, Full Time vacancy that will close in a month at 23:59 BST.

The Vacancy

We are seeking an Investment Operations Analyst to join our Hymans Robertson Investment Services Operations team. This role offers a significant opportunity to help shape the team and play a key part in our business growth as a Discretionary Fund Manager.

What will your role look like?

As part of the Investment Operations team, you will report to a Senior Investment Operations Analyst and work collaboratively with a wide range of business partners including portfolio managers, business development managers, investment analysts, and other support units.

The role requires some experience of investment administration, preferably from a portfolio or fund management background, but brokerage, custodian, and platform administration experience will also be considered.

Key tasks include:

• Administer changes to portfolios on our management systems and external databases.
• Review and prepare client reports, including portfolio Factsheets.
• Implement and monitor portfolios on retail wrap platforms.
• Reconcile and validate portfolio records.
• Monitor client fee collection and payments.
• Engage with Wrap Platforms on asset availability and onboarding.
• Support governance meetings and relationship management.
• Maintain procedure guides and checklists.
• Assist in mailbox management and query resolution.
• Contribute to projects and initiatives.

Candidate requirements:

• Experience in investment portfolio administration preferred; fund or asset administration considered.
• Thorough and detail-oriented.
• Proactive with ideas and improvements.
• Collaborative with strong teamwork skills.
• Ability to understand and articulate complex issues.
• Microsoft Office skills, especially Excel.

Benefits include:

• Competitive salary and profit share scheme.
• Flexible employee benefits.
• Supportive work environment with mental health and wellbeing assistance.
• Development opportunities via mentoring and Aspire portal.
• Social activities, volunteering leave, and birthday leave.
• Hybrid working model with two in-office days per week.
• Flexible working hours between 7am and 7pm.

We recruit on a rolling basis; early applications are encouraged.

About Us

We’ve been building better futures for over 100 years, focusing on diverse teams and innovative thinking. We offer pensions, investments, benefits, and risk consulting services, with over 1000 employees. We are committed to inclusivity and developing our people, welcoming applications from all backgrounds.

Our hybrid model combines home and office working, supporting flexible patterns to meet individual needs. Find out more about our careers here.

If you need assistance related to a personal requirement or condition during our process, please let us know.

Join us and make this the best job you’ll ever have.

We Offer

• Our culture: We embody our values—friendly, confident, partnering, straightforward—and care about our people, clients, community, and environment.
• Job satisfaction: Make a real difference, contribute to building better futures, and enjoy volunteering and sustainability initiatives.
• Reward and wellbeing: Competitive salaries, profit sharing, and comprehensive benefits, with attention to mental, physical, social, and financial health.
• Flexible working: Work patterns that suit your circumstances, balancing home and office.
• Latest technology: Up-to-date software and tools to facilitate our business solutions.
• Career development: Opportunities for learning and carving your own career path.