Senior Investment Operations Analyst

Sompo; Greater London; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Health & Wellness Benefits

Retirement & Savings Plans

Global Parental Leave & Adoption

Employee Assistance Program

Tuition Reimbursement & Professional資格

Job summary

Sompo in London is seeking a Senior Investment Operations Analyst to join the Investment & Treasury team. The role focuses on account administration, cash management, securities transfers and post-trade support across multiple markets.

The ideal candidate will have a Finance or Accounting degree and 7+ years in investment/treasury operations, with strong Excel, risk awareness and cross-functional collaboration skills. London office-based role with a mature, process-driven environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related business discipline.
• 7+ years in investment operations or treasury operations; senior-level experience expected.

Responsibilities

• Support and oversee account administration activities for new investment portfolios and bank accounts.
• Oversee cash movements and liquidity management activities.
• Coordinate securities transfers and margin-related activity, including margin calls.
• Provide post-execution trade support across UK, European and global markets.
• Perform reconciliations of cash and positions across portfolios and resolve exceptions.

Skills

Excel skills

Analytical thinking

Communication

Attention to detail

Risk awareness

Team mentorship

Cross-functional collaboration

Education

Finance degree

Accounting degree

Tools

ALERT

CTM

DTCC

Bloomberg AIM

Kyriba

Job description

Are you looking for your next opportunity?

Are you looking for your next opportunity? Sompo has a unique opportunity for a Senior Investment Operations Analyst in our Investment & Treasury team.

Location: This position will be based out of our London office. We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers.

What you’ll be doing:

• Support and oversee account administration activities, including the onboarding of new investment portfolios, bank account openings, and ongoing account maintenance and updates.
• Oversee daily and intraday cash movements to support operating requirements, investment funding needs, and broader liquidity management activities.
• Coordinate securities transfers and margin-related activity, including the timely processing of margin calls.
• Oversee capital calls, ensuring appropriate recording, tracking and funding.
• Provide post-execution trade support for fixed income transactions, from confirmation through settlement, across U.K., European and other global markets.
• Perform and review cash and position reconciliations across investment portfolios, investigating and resolving exceptions on a timely basis.
• Liaise with traders, counterparties, custodians, banks and other internal and external stakeholders to resolve operational inquiries and settlement issues.
• Maintain standard settlement instructions and support the setup and ongoing maintenance of counterparty information.
• Support month-end, quarter-end and year-end reporting processes, including audit requests, control documentation and operational reporting.
• Contribute to the ongoing review and enhancement of operational procedures, controls and governance frameworks.
• Identify opportunities for process improvement, standardization and automation to enhance efficiency, scalability and risk management.
• Provide day-to-day guidance and informal mentorship to less experienced team members, as appropriate.
• Participate in ad hoc projects and strategic initiatives related to investment operations, treasury activities, systems implementation and process enhancements.

What You’ll Bring

• Bachelor’s degree in Finance, Accounting, or related business discipline.
• Significant relevant experience in investment operations, treasury operations or a related middle office function; senior-level experience expected, typically including 7+ years in a similar environment.
• Strong working knowledge of investment operations processes, including trade confirmation and settlement, reconciliations, cash management, account administration and collateral or margin activity.
• Experience supporting fixed income products across multiple markets and currencies preferred.
• Familiarity with operational requirements in U.K. and international market environments is strongly preferred.
• Prior experience working with ALERT, CTM, DTCC, Clearwater, Bloomberg AIM and Kyriba preferred.
• Advanced Excel skills, including the use of Pivot Tables, arrays, and lookup functions such as VLOOKUP/XLOOKUP.
• Strong analytical and problem-solving skills, with a high degree of accuracy and attention to detail.
• Ability to manage competing priorities and work effectively under pressure in a deadline-driven environment.
• Strong interpersonal, written and verbal communication skills.
• Collaborative, team-oriented approach with the confidence to engage across functions and with external market participants.
• Strong control mindset, with a focus on operational risk awareness, issue escalation and process discipline.

Preferred Attributes

• Experience working within an insurance asset management, treasury or broader institutional investment environment.
• Exposure to global custodians, external investment managers and multi-currency portfolios.
• Familiarity with London market operating environments and the practicalities of supporting cross-border investment activity from a U.K. base.
• Demonstrated ability to improve processes and contribute to a well-controlled, scalable operating model.

At Sompo, we recognize that the talent, skills, and commitment of our employees drive our success. This is why we offer competitive, high-quality compensation and benefit programs to eligible employees.

Our compensation program is built on a foundation that promotes a pay-for-performance culture, resulting in higher incentive awards, on average, when the Company does well and lower incentive awards when the Company underperforms. The total compensation opportunity for all regular, full-time employees is a combination of base salary and incentives that gets adjusted upfront based on overall Company performance with final awards based on individual performance.

We continuously evaluate and update our benefit programs to ensure that our plans remain competitive and meet the needs of our employees and their dependents.

Below is a summary of some of the benefits we offer, which may vary depending on the country:

• Health & Wellness Benefits
• Retirement & Savings Plans
• Global Parental Leave & Adoption Assistance
• Employee Assistance Program
• Tuition Reimbursement & Professional Qualification benefits

Who We Are And What We Stand For

At Sompo, our shared purpose is to create meaningful value for clients, communities, and each other. We strive to foster a workplace where everyone feels respected, included, and empowered to excel. As a global organization, we embrace diversity and champion equal opportunity. Guided by our core values—Accountability, Agility, Collaboration, Development, and Integrity—we build trust and support one another to achieve our goals worldwide.

Our values come to life in how we hire and grow talent. Employment decisions are based on qualifications, merit, and organizational need, and we strive to ensure equitable access to opportunities so everyone can do their best work. If you need an accommodation for any part of the application process, please contact the recruiter in charge.