Investment Operations Lead — Settlements & Corporate Actions

Bradford Corporation; Droylsden; Hybrid; GBP 38,000 - 48,000; Full time

Job summary

Northern LGPS is seeking a Senior Investment Officer to support day-to-day Investment Operations, enabling efficient trade-to-settlement workflows and maintaining accurate records. You will work across settlements, custody, corporate actions and investment operations, contributing to controls, service standards and overall performance.

The role offers flexible hybrid working and opportunities to develop knowledge across Operations within a £70bn pooled investment partnership for UK local

Qualifications

• Experience in FCA-regulated financial services environment.
• Knowledge of Investment Operations or Fund Accounting.
• Experience with settlement and custody processes.
• Experience managing voluntary corporate events.
• Proficient with MS Teams, Excel, Word and Outlook.

Responsibilities

• Support day-to-day Investment Operations activities and ensure transactions and records meet service standards.
• Process investment transactions, including settlements and corporate actions.
• Monitor settlement activity and follow up where needed.
• Carry out daily cash and asset reconciliations and maintain records.
• Maintain accurate records and support FCA/audit requirements.

Skills

Investment Operations

Fund Accounting

Tools

Microsoft Teams

Excel

Word

Outlook

Job description

Northern LGPS is seeking a Senior Investment Officer to support day-to-day Investment Operations, enabling efficient trade-to-settlement workflows and maintaining accurate records. You will work across settlements, custody, corporate actions and investment operations, contributing to controls, service standards and overall performance.

The role offers flexible hybrid working and opportunities to develop knowledge across Operations within a £70bn pooled investment partnership for UK local