Wealth Planning Investment Operations Analyst

Barclays; Glasgow; On-site; GBP 42,000 - 62,000; Full time

Job summary

Barclays in Glasgow is seeking a Wealth Planning Operations Analyst to support the progression of investment and offshore bond transactions within a fast-paced operational environment.

You will maintain service levels, manage regulatory risk, and contribute to business changes within the Asset Servicing control framework, collaborating with teams across the bank to drive operational excellence.

Strong analytical and communication skills are valued to provide timely insights to senior stakeholders.

Qualifications

• Experience in a Wealth Planning environment.
• Knowledge of investment operations and related processes.
• Strong organisational and prioritisation skills to manage competing deadlines.
• Experience in a regulated environment with emphasis on risk and compliance.

Responsibilities

• Support day-to-day processing, reviewing, reporting, trading, and issue resolution.
• Collaboration with teams across the bank to align and integrate operational processes.
• Identification of areas for improvement and providing recommendations in operational processes.
• Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in banking operations.
• Participation in projects and initiatives to improve operational efficiency and effectiveness.

Skills

Wealth Planning experience

Investment operations knowledge

Organisational & prioritisation skills

Risk & compliance awareness

Tools

Salesforce

Workforce management tools

Job description

Join us as a Wealth Planning Operations Analyst at Barclays, where you will play a key role in supporting the Wealth Planning business by ensuring the efficient progression of investment and offshore bond transactions. Working within a fast-paced operational environment, you will be responsible for maintaining agreed service levels, managing regulatory risk, and supporting business changes within the Asset Servicing control framework.

To be successful as a Wealth Planning Operations Analyst, you should have experience with:

• Experience within a Wealth Planning environment.
• Knowledge of investment operations and associated processes.
• Considerable organisational and prioritisation skills, with the ability to manage competing deadlines.
• Experience working within a regulated and controlled environment, with a ample focus on risk and compliance.

Some other highly valued skills may include:

• Knowledge of Wealth Planning products and related processes.
• Proficiency in using Salesforce and Workforce management tools.
• Experience supporting operational improvements and business change activities.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role will be based in Glasgow.

Purpose of the role

To support business areas with day-to-day processing, reviewing, reporting, trading and issue resolution.

Accountabilities

• Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution.
• Collaboration with teams across the bank to align and integrate operational processes.
• Identification of areas for improvement and providing recommendations in operational processes.
• Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in banking operations.
• Participation in projects and initiatives to improve operational efficiency and effectiveness.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise
• Thorough understanding of the underlying principles and concepts within the area of expertise
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your workand areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.