Investment Operations & Trading Associate

ABL; London; Hybrid; GBP 30,000; Full time

Job summary

A financial services start-up in London is seeking an Investment Operations & Trading Associate. The role involves executing trades, managing client cases, and collaborating with external partners. The ideal candidate has experience in a live trading environment and is detail-oriented. This full-time position offers a hybrid work model with competitive salary benefits.

Qualifications

• Experience in a live trading environment with exposure to equities and fixed income.
• Strong awareness of financial market movements.
• Ability to manage multiple stakeholders effectively.

Responsibilities

• Execute trades across Developed Market equities and bonds.
• Liaise with brokers and custodians for timely transaction reporting.
• Support client advisors in general case management.

Skills

Attention to detail

Proactive communication

Problem-solving abilities

Understanding of financial markets

Education

Tertiary education

Job description

Overview

Job title: Investment Operations & Trading Associate
Location: London
Employment Type: Full Time, Hybrid (2 days WFH)
Industry: Multi-Family Office / Investment Management
Salary: 30,000/year

About the Company

Our client is a start-up Multi-Family Office founded in 2022, with a primary focus on the Far Eastern region. The firm offers bespoke, holistic, and independent family financial advice, specializing in wealth structuring, investment management, and corporate finance. As the company continues to grow, they are seeking a highly skilled Investment Operations & Trading Associate to support their expanding operations.

About the Role

The ideal candidate will find no two days the same, as the role involves managing client cases at different stages of their wealth planning, handling various types of projects, and collaborating with external partners from diverse sectors, each with their unique selling propositions (USPs).

Key Responsibilities

• Execute trades across Developed Market equities and bonds, with some exposure to Emerging Markets instruments.
• Utilise various trade order types to achieve best execution.
• Liaise with brokers and custodians to place trades and ensure timely transaction reporting.
• Collaborate with investment personnel across portfolio management functions, including fund research, execution, performance tracking, and reporting.
• Support client advisors with tasks such as client fact-finds, account openings, performance reporting, meeting minutes, and general case management.
• Interface with third parties such as fund administrators and legal counsel to support internal operations.
• Provide ad hoc compliance and regulatory support under guidance from the MLRO and external compliance consultants.

Candidate Profile

• Previous experience in a live trading environment, ideally with exposure to both equities and fixed income.
• Highly detail-oriented with strong awareness of financial market movements.
• Proactive and communicative with the ability to digest information quickly, take instruction, and manage multiple stakeholders effectively.
• Strong problem-solving abilities and a naturally inquisitive mindset.
• Key personal qualities include trustworthiness, reliability, tenacity, resilience, and thoroughness.
• Tertiary educated.