Investment Operations Executive

Be-Resourcing; Liverpool; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Competitive benefits

Supportive work environment

Career growth opportunities

Job summary

A premier financial services firm in Liverpool is looking for an experienced Investment Operations Executive to support fund management and middle office functions. This role requires a proactive approach to problem-solving and strong attention to detail while collaborating with stakeholders to enhance operational efficiency. The firm promotes career growth within a positive workplace culture and offers competitive benefits for both professional and personal development. Join a supportive team and make a significant impact in investment operations.

Qualifications

• Proven experience in Fund Management Support or Middle Office roles.
• Strong understanding of investment operations and associated processes.
• Excellent analytical skills and ability to interpret complex data.
• Proficient in using investment management software and tools (ideally CRIMS).
• Strong communication skills to collaborate effectively.
• Ability to work independently while being part of a cohesive team.
• Detail-oriented with strong organisational skills.

Responsibilities

• Support fund management activities effectively.
• Ensure smooth operation of middle office functions.
• Monitor transactions and reconcile data.
• Provide exceptional support to the investment team.

Skills

Fund Management Support experience

Understanding of investment operations

Analytical skills

Investment management software (CRIMS)

Strong communication skills

Ability to work independently

Detail-oriented

Organisational skills

Tools

CRIMS

Job description

Be-Resourcing is excited to present an excellent opportunity for an Investment Operations Executive to join our client's team on a permanent basis in Liverpool (the role is available on a relaxed, hybrid working pattern - circa 2 days each week in the office). Our client are one of the UK's peading financial services firms.

In this dynamic role, you will play a crucial part in supporting the fund management activities and ensuring the smooth operation of middle office functions. Your expertise in investment operations will be essential in monitoring transactions, reconciling data, and providing exceptional support to the investment team. This position requires a proactive approach to problem-solving and a keen attention to detail, as you collaborate closely with various stakeholders to enhance operational efficiency.

• Proven experience in Fund Management Support or Middle Office roles.
• Strong understanding of investment operations and associated processes.
• Excellent analytical skills and the ability to interpret complex data.
• Proficient in using investment management software and tools (ideally CRIMS).
• Strong communication skills to collaborate effectively with team members and stakeholders.
• Ability to work independently while being part of a cohesive team.
• Detail-oriented with strong organisational skills.

This position offers an opportunity to grow your career within a supportive and collaborative environment, where your contributions will be valued. You will have the chance to work alongside industry professionals, enhancing your skills and broadening your experience in investment operations. Our client is committed to creating a positive workplace culture and offers competitive benefits that support both your professional and personal development. Join a team that empowers you to excel and make a significant impact in the investment landscape.