Sr Client Operations Analyst

Wellington Management; City Of London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading investment management firm in London seeks a Client Service Operations Analyst to provide operational support and enhance client services. Ideal candidates will have over 5 years of experience in financial services and strong problem-solving skills. This position offers a hybrid work model, allowing for flexibility in the workplace.

Benefits

Flexible work arrangements

Equal opportunity workplace

Diverse work environment

Qualifications

• Minimum of 5 years of experience in financial services, ideally in investment management.
• Solid understanding of capital market operations and regulatory requirements.
• Experience with productivity and Low code software tools is advantageous.

Responsibilities

• Provide operational support by analyzing complex issues.
• Work with stakeholders to ensure smooth delivery of services.
• Identify and implement process improvements to enhance efficiency.

Skills

Problem-solving

Interpersonal skills

Decision-making

Communication skills

Organizational skills

Tools

Power Automate

Python

Alteryx

Job description

Overview

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Based in EMEA, the Client Service Operations Analyst/Senior Client Service Operations Analyst will be part of the Client Service Operations (CSO) team. This role is within the larger ‘Client Operations’ group, which aims to foster a robust risk culture while enhancing our global support model to provide excellent service to both internal and external stakeholders. The CSO Analyst will act as a key contact for the Client Group, working closely with Global Operations, Trading, Portfolio Implementation, and the broader infrastructure platform to deliver best-in-class operational support and solutions.

This role involves collaborating with colleagues across the firm to enhance the client experience, whilst simultaneously seeking opportunities to achieve scale via process optimization and to minimize operational risk. Additionally, the analyst will provide insights and guidance to ensure we find opportunities to leverage the enterprise technology tools available. The ideal candidate will possess a strong sense of responsibility, teamwork, and an enthusiastic approach to process improvement. This role is diverse and includes various day-to-day tasks.

Responsibilities

• Provide operational support and solutions to client teams by analysing and resolving complex issues and questions
• Work with both internal and external stakeholders, including clients, vendors, custodians, and global teams, to ensure smooth delivery of services
• Support specific geographies and client types (UCITS Funds, German KVG relationships, Sub advisory and European insurance clients)
• Utilize regional expertise and language skills to deliver support that aligns with EMEA client regulatory expectations and market practices
• Develop breadth of knowledge across investment strategies and market operations, enhancing the firm's ability to serve its clients effectively
• Develop and implement effective operational solutions, policies, and procedures to deliver high-quality service to key stakeholders, supporting new products and services
• Identify and implement process improvements and best practices to enhance operational efficiency, quality, and scalability

Skills / Experience

• Minimum of 5 years of experience in the financial services industry, ideally within investment management, asset servicing / custodian banking
• Solid understanding of capital market operations and associated regulatory requirements
• Well-developed interpersonal, presentation and communication skills, both verbal and written
• Effective decision-making, problem-solving and negotiation skills
• Organized, self-starter who thrives in a fast-paced environment with rapidly changing priorities
• Experience using productivity and Low code software tools will be advantageous (Copilot, Power Automate, Python, High Gear, Alteryx etc)

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.