Investment Operations Analyst

Barclays Business Banking; Glasgow; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented Investment Operations Analyst to join their Wealth Planning Operations Team. This role involves supporting Private Banking Wealth Management by ensuring efficient processing, reviewing, and reporting of various financial products. You will collaborate across teams to enhance client relations, identify areas for improvement, and implement best practices. Ideal candidates will possess strong strategic thinking and stakeholder management skills, along with a deep understanding of Wealth Planning. Join us to make a significant impact in a dynamic financial environment!

Qualifications

• In-depth knowledge of Wealth Planning and Investment Operations.
• Experience in Private Banking sector is highly valued.

Responsibilities

• Support day-to-day processing and issue resolution for Private Banking.
• Collaborate with teams to align and improve Wealth Management processes.

Skills

Wealth Planning knowledge

Strategic thinking

Stakeholder management

Delivering outcomes

Identify initiatives

Job description

Join us at Barclays as an Investment Operation Analyst within the Wealth Planning Operations Team. You will support Private Banking Wealth Management with day-to-day servicing of our product range including EIS/VCTs, Business Relief Products, Offshore Bonds, and SIPPS.

Some essential skills you will need to be successful in the role of an Investment Operations Analyst are:

• Wealth Planning knowledge
• Strategic and critical thinking
• Delivering outcomes
• Identify initiatives
• Stakeholder management across different business functions

Some Other Highly Valued Skills Are

• Investments operation knowledge
• Previous experience working in Private Banking sector

You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.

This role is based in Glasgow.

Purpose of the role

To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.

Accountabilities

• Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution regarding accounts, products, and services.
• Support the management of the bank's client relations to clearly identify their needs and provide a service that meets expectations.
• Collaborate with teams across the bank to align and integrate Private Bank and Wealth Management processes.
• Identify areas for improvement and provide recommendations for change in processes.
• Develop and implement procedures and controls to mitigate risks and maintain operational efficiency.
• Create reports and presentations on performance and communicate findings to senior stakeholders.
• Identify industry trends and implement best practices.
• Participate in projects to improve efficiency and effectiveness.

Analyst Expectations

• Perform activities timely and to a high standard, fostering continuous improvement.
• Possess in-depth technical knowledge and experience in the area of expertise.
• Understand the principles within the area of expertise.
• Lead and support a team, guiding professional development, allocating work, and coordinating resources.
• If in a leadership role, demonstrate leadership behaviors: Listen, Energize, Align, Develop.
• For individual contributors, develop technical expertise and act as advisors.
• Impact related teams and partner across functions.
• Manage operational risks and ensure compliance with policies and regulations.
• Build understanding of how the sub-function integrates within the organization.
• Make evaluative judgments and resolve problems based on factual analysis.
• Communicate complex information effectively and build stakeholder networks.

All colleagues are expected to embody Barclays Values: Respect, Integrity, Service, Excellence, and Stewardship, and demonstrate the Barclays Mindset: Empower, Challenge, Drive.