Investment Operations Manager

Investment Operations Manager

Full-Time 27541 - 27541 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead investment operations projects and engage with stakeholders to ensure smooth transitions.
  • Company: Join Standard Life, a leader in retirement savings with over 200 years of experience.
  • Benefits: Enjoy a competitive salary, generous leave, private medical cover, and flexible working options.
  • Other info: Embrace a culture of curiosity and accountability in a supportive environment.
  • Why this job: Make a real impact on financial futures while developing your leadership skills.
  • Qualifications: Experience in investment operations and strong communication skills are essential.

The predicted salary is between 27541 - 27541 £ per year.

Job Type: Permanent

Location: Edinburgh (3 days per week in the office). All our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.

Salary: From £60,800 dependent upon experience plus an indicative bonus range of 16% to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more.

Closing Date: 11th August

Who are we? We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures. Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

The Team: Our Investment Operations team are responsible for the administration of around 5,000 unit-linked and with-profits funds with over 17,000 pricing series linked to them. On a daily basis, Investment Operations are responsible for oversight of fund accounting and unit pricing, unit matching and box management, trade and settlement processing, validating and overseeing instructions from the Portfolio Management team, and maintaining the data that underpins all our fund-related activities.

The Role: You will need to apply your technical and leadership skills to work with a range of internal and external stakeholders to ensure Investment Operations are represented on a key project migrating customer policies to a new policy administration platform. You will be the first point of contact for all project activity and will be required to produce detailed requirements, test scope and impact assessments. In addition to the preparation of such documentation you will be required to present to, and achieve sign off from, senior business leaders. You’ll need to be able to build on your existing investment operations expertise to quickly become a technical expert on how we administer our funds – we’ll make sure you’re fully supported on this. It’s critical that you take the lead and challenge how things are done, finding solutions to problems, and guiding others around you to do the same.

Key Responsibilities:

  • Key Stakeholder Management: Take responsibility for engaging with internal and external stakeholders and suppliers. Manage service issues to resolution.
  • Plan, oversee and own team deliverables: Ensure accurate and timely deliverable of the team’s activities, applying specialist knowledge as required.
  • Manage project plans and impact assessments: Ensure Investment Operations requirements are both understood and delivered.
  • Strategic input: Support the Investment Operations leadership team in identifying strategic change opportunities, develop collateral to support and influence decision makers on future direction of Investment Operations.

What are we looking for?

  • In-depth knowledge of Investment Operations functions covering unit-linked fund administration processes (including unit pricing, unit matching, box management and trading).
  • Detailed understanding of Box Management and how customer instructions flow through end-to-end architecture.
  • Understanding of mainframe applications (FM desirable).
  • Demonstrated experience leading technical teams and developing subject matter experts.
  • Comprehensive understanding of fund hierarchies.
  • Proven ability to communicate complicated technical content to stakeholders at all levels.

We want to hire the whole version of you. We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Investment Operations Manager employer: 107632 Capital Markets Operations

At 107632 Capital Markets Operations in Edinburgh, we pride ourselves on being an exceptional employer that values customer-centric leadership and innovation in the financial services sector. Our collaborative work culture fosters professional growth, offering extensive training and development opportunities, alongside a competitive salary and generous benefits package, including private medical cover and 38 days of annual leave. Join us to make a meaningful impact on customer experiences while enjoying a rewarding career in a vibrant city.

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Contact Details:

107632 Capital Markets Operations Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Operations Manager

Get Involved in Finance Communities

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Utilise Networking Platforms

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Engage with Recruitment Events

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We think you need these skills to ace Investment Operations Manager

Investment Operations Expertise
Unit-Linked Fund Administration
Unit Pricing
Unit Matching
Box Management
Trade Processing
Stakeholder Management

Some tips for your application 🫡

Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like 107632 Capital Markets Operations want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!

Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to 107632 Capital Markets Operations.

Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at 107632 Capital Markets Operations will be keen to see that passion and how you keep up with industry news and developments.

Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to 107632 Capital Markets Operations. Numbers speak louder than words!

How to prepare for a job interview at 107632 Capital Markets Operations

Brush Up on Financial Modelling

For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.

Know Your Investment Strategies

Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.

Show Your Analytical Skills

Since this is a full-time role, companies like 107632 Capital Markets Operations want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.

Discuss Your Long-Term Career Goals

As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing with107632 Capital Markets Operations.