Investment Operations Analyst 12 month FTC

Nucleus Financial; City of Edinburgh; On-site; GBP 30,000 - 40,000; Full time

Job summary

Join a leading financial services company as an Investment Operations Analyst on a 12-month fixed-term contract. This role requires strong organizational skills and attention to detail, managing tasks across trading, settlements, and client interactions. You will support the investment operations team, ensuring timely execution and fostering relationships with clients and suppliers. A culture of inclusion and service obsession makes this a dynamic workplace where you can thrive.

Benefits

Pension

Bonus

Enhanced Parental Leave

Paid Time Off for Emergencies

Health and Wellbeing Initiatives

Flexible Working Options

Qualifications

• Experience in the financial services industry, ideally with a wrap platform.
• Understanding of the trading process from execution to settlement.

Responsibilities

• Ensure trades in all securities types are executed correctly.
• Support the investment operations team across the investment lifecycle.
• Manage internal and external queries across multiple channels.

Skills

Communication

Relationship Building

Organizational Skills

Education

Experience in Financial Services

Job description

Investment Operations Analyst 12 month FTC

Join to apply for the Investment Operations Analyst 12 month FTC role at Nucleus Financial

Investment Operations Analyst 12 month FTC

23 hours ago Be among the first 25 applicants

Join to apply for the Investment Operations Analyst 12 month FTC role at Nucleus Financial

We’re on the lookout for an Investment operations analyst to join our Investment Operations department for a 12 month fixed term contract.

Integral to this role is organisation and attention to detail. This means being a pro at managing work flow items assigned to you and supporting the team in a variety of investment operations functions. You may also get the opportunity to get involved in other aspects of Investment Operations too including Trading, Confirmations, Settlements, Dividends, Corporate Actions and Asset Onboarding. Every day you’ll manage your assigned tasks, ensuring actions are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.

You’ll Spend Your Time

• Ensuring trades in all securities types are executed in line with our order execution policy
• Supporting the investment operations team across the investment lifecycle, from asset onboarding through the trading process and corporate actions as required.
• Monitoring our outstanding trades position and chasing counterparties where necessary
• Managing internal and external queries, across multiple channels
• Matching trade confirmations and monitoring automated jobs
• Arranging settlement with counterparties
• Check peers work
• Supporting the investment operations team across the investment lifecycle, from asset onboarding through the trading process and corporate actions as required.
• Updating procedures & controls
• Sharing your knowledge across the platform operations team and wider business
• Building and maintain third-party relationships, ensuring we get the best from our suppliers and our clients are at the heart of everything you do
  
  

A Bit About You

Your friends would probably describe you as the "super-organised" one, ridiculously well planned and someone who takes time to really understand people and their needs. You’re the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.

We’ve always placed more importance on cultural contribution above technical ability, but we’d really like you to have/be:

• Previous experience in the financial services industry and ideally working with a wrap platform
• Understanding of the trading process, from execution through to settlement and reconciliation.
• Knowledge of different asset classes and impact to operational processes
• Excellent relationship building skills
• Able to prioritise the high impact work, but never neglect the details
• Excellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style
• Able to anticipate the needs of those you work with, juggling conflicting priorities
• The ability to think laterally and come up with new solutions to old problems
• Helping people makes you happy
  
  

A Little About Us

Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Whether you are working in a role that is client facing or not, you’ll need to be service obsessed to work here.

It’s a fast paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our clients. We believe in you having your own chunk of responsibility and being trusted to make things happen.

Nucleus’ culture is something our people believe sets us apart from other places they’ve worked. This short film gives you an insight into what it is like to work with us.

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us this is not a box-ticking thing, it’s a commercial imperative. It isn’t about being PC. It’s about being future relevant and durable.

Find out more on our inclusion page

We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Management and Manufacturing

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