Investment Operations Associate

Flair for Recruitment; Bath; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Discretionary bonus scheme (up to £2,500-£3,000)

9% employer pension contribution

33 days annual leave including bank holidays

Option to buy or sell up to 5 additional days of annual leave

Opportunities for professional development

Job summary

Flair for Recruitment is seeking an Investment Operations Associate to join an award-winning Financial Services Firm in Bath. The role involves processing investment operations, maintaining compliance standards, and collaborating with external stakeholders.

The ideal candidate will possess strong analytical skills and effective communication abilities, with opportunities for professional development and a supportive work environment. Offers include a discretionary bonus scheme and generous annual leave.

Qualifications

• Ability to work well individually and as part of a team to achieve objectives.
• Willingness to learn and adapt.
• Experience in financial services or operations is preferred.

Responsibilities

• Process investment operations activities, including trade settlement and corporate actions.
• Ensure service standards and customer outcomes are met.
• Investigate and resolve operational queries and exceptions.

Skills

Excellent interpersonal and communication skills

Strong data and analytical processing skills

Self-Motivated and pro-active

Job description

Are you looking to progress your career within Trading Investment Operations? Or are you a Graduate looking to begin a career in Financial Services?

Our client, an award winning Financial Services Firm is looking for an Investment Operations Associate to join their Bath-based team.

About the Role:

• Process a range of investment operations activities, including asset trading, trade settlement, trade confirmations, corporate actions, dividend processing, and asset onboarding
• Perform transactional processing accurately and efficiently while ensuring service standards and customer outcomes are met
• Execute key operational controls and undertake checks of critical processes to maintain accuracy, compliance, and risk management standards
• Investigate and resolve operational queries and exceptions in a timely manner
• Build and maintain effective working relationships with external stakeholders, including banks, investment houses, fund managers, and other third-party providers
• Support the continuous improvement of operational processes and controls to enhance efficiency and service delivery
• Contribute to a collaborative team environment focused on delivering high-quality investment operations support

About You:

• Excellent interpersonal and communication skills
• Ability to work well individually and as a part of a team to achieve team and personal objectives
• Strong data and analytical processing skills
• Self-Motivated and pro-active
• Willingness to learn
• Discretionary bonus scheme (up to £2,500-£3,000)
• 9% employer pension contribution each month
• 33 days annual leave including bank holidays (pro rata for part-time roles)
• Option to buy or sell up to 5 additional days of annual leave
• Opportunities for professional development and financial services training
• Supportive, collaborative, and inclusive working environment

If this sounds like you, please apply now!