Operations Analyst (Equities)

Britannia Financial Group Limited; England; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading financial services firm in the UK is seeking an Operations Analyst to support trade processing, settlement, and reconciliation of financial products. The ideal candidate will have experience in financial operations and a strong understanding of the equities trade life cycle. Responsibilities include trade processing, cash reconciliations, and compliance support. This role requires excellent attention to detail, strong communication skills, and the ability to work under pressure.

Qualifications

• Experience in financial operations or middle office roles.
• Extensive Equities trade life cycle and settlement experience.
• Good working knowledge of trade life cycle and settlement processes.

Responsibilities

• Process and settle trades accurately and timely.
• Complete daily cash and stock reconciliations.
• Assist in preparing operational and regulatory reports.

Skills

Attention to detail

Communication

Organisational skills

Excel skills

Tools

Broadridge

Crest

Euroclear

Job description

ROLE DESCRIPTION

The Operations Analyst for Britannia Global Investments will be responsible for supporting the processing, settlement, and reconciliation of a variety of financial products, ensuring all activity is accurate, timely, and compliant with procedures. This is a hands‑on role requiring prior experience in financial operations, with scope to get involved in process improvements and project work alongside day‑to‑day duties.

KEY RESPONSIBILITIES

1. Trade Processing & Settlements

• Accurately input, check, and maintain trade details in internal systems
• Liaise directly with counterparties to confirm trade details, resolve discrepancies, and ensure timely settlement
• Process client position transfers in and out from external brokers and custodians
• Monitor and help manage failed trades, escalating persistent issues to management
• Assist with the processing of standard corporate action events such as dividends, coupon payments, and redemptions

2. Reconciliations

• Complete daily cash and stock reconciliations, investigating breaks promptly and following through to resolution
• Escalate unresolved reconciliation issues with clear, auditable commentary

3. Reporting & Compliance Support

• Assist with preparing recurring operational and regulatory reports
• Ensure that operational processes adhere to company policies and relevant regulations

4. Continuous Improvement & Team Support

• Identify and suggest process improvements to increase efficiency and reduce risk
• Contribute to team projects, including system upgrades and process changes
• Keep procedural documentation accurate and up to date

EXPERIENCE REQUIRED

• Experience in financial operations, settlements, or middle office role
• Extensive Equities trade life cycle and settlement experience
• Good working knowledge of trade life cycle and settlement processes
• Familiarity with reconciliations and corporate actions
• Awareness of industry regulations affecting settlements and custody preferred

SKILLS

• Strong attention to detail and high accuracy levels
• Confident communicator with the ability to liaise effectively with internal teams and external counterparties
• Strong organisational skills with the ability to manage multiple tasks under pressure
• Good Excel skills (pivot tables, vlookups)

PERSONAL ATTRIBUTES

• Proactive and solution‑focused
• Team player with a collaborative approach
• Able to adapt to change and work in a fast‑paced environment

SYSTEM KNOWLEDGE (DESIRABLE)

• Settlement or reconciliation systems (e.g., Broadridge, Crest, Euroclear, or similar)