Investment Platform Specialist in Edinburgh
Investment Platform Specialist

Investment Platform Specialist in Edinburgh

Edinburgh Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support investment platforms and enhance trading operations with cutting-edge technology.
  • Company: Join Aberdeen, a leading Wealth & Investments group focused on client success.
  • Benefits: Enjoy 40 days of annual leave, a generous pension contribution, and private healthcare.
  • Why this job: Make a real impact in the finance world while developing your skills in a dynamic environment.
  • Qualifications: Customer-focused with analytical skills; experience in investment products and front office systems.
  • Other info: Flexible working options and a commitment to diversity and inclusion.

The predicted salary is between 36000 - 60000 £ per year.

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

  • interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
  • Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
  • Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

We are seeking an Investment Platform Specialist to join our Asset Management Technology team. This is a front office support role, focused on the Order Management System (OMS) and connected applications and Trading Venues. The team supports operations for the OMS across global regions APAC, EMEA and AMRS. You’ll work at the intersection of technology, investment products and business operations supporting the delivery and performance of investment solutions. In Investments Technology, our Asset Management Tribe supports the products and processes employed by our asset management business. The tribe comprises a number of squads who are responsible for developing, maintaining and supporting the critical suite of applications and technologies.

Key Responsibilities

  • Dealer facing support as a key point of contact for portfolio managers, dealers and third-party vendors connected with our investment platform.
  • Provide real-time support for trade execution and the investment management system (Charles River IMS).
  • Ensure compliance with regulatory and operational standards.
  • Oversee the functionality and performance of investment platforms, the identification, logging and resolution of defects.
  • Collaborate within the Asset Management Tribe to enhance platform features or resolve technical issues.
  • Working with end users to identify improvements to workflows and how we extract as much value as possible from our systems.
  • Ensure the platform supports front office needs like order routing, pricing, and reporting.
  • Working closely with other team members to provide full global service and share best practices.
  • Work with service partners and vendors to ensure requirements of our business are being met.
  • Working with internal stakeholders through business-as-usual tasks and project work.
  • Performing some regular tasks around these systems which are key to business processes.
  • Designing and documenting processes and procedures for both BAU investment activities and support.
  • Involvement in projects and platform enhancement initiatives, particularly on platform maintenance.
  • Develop awareness of the industry and an understanding of common problems, issues and solutions.

About the Candidate

The ideal candidate will possess the following:

  • Customer focus – works to understand business requirements and recommends practical and timely solutions.
  • Analytical skills and SQL/Excel proficiency.
  • Experience of FIX and desk based dealing applications in an enterprise environment.
  • Understanding of investment products (funds, ETFs, equities, fixed income, OTC).
  • Experience with front office systems and knowledge of trade lifecycle and settlement processes.
  • Experience of Windows Server environments.
  • Excellent communication for liaising with stakeholders and internal teams.
  • Experience of support ticketing systems such as Service Now, JIRA or equivalent.

Desirable Skills

  • Experience in an Investment Management environment.
  • Understanding of Charles River Investment Management System (CRIMS).
  • Understanding of Enterprise Scheduling Systems.
  • ITIL v4 Foundation.
  • ITIL Service Operations.
  • Powershell scripting or equivalent scripting language.
  • Network understanding including Telnet.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.

Our benefits

There’s more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal.

An inclusive way of working

Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you. At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive way of working, where diverse perspectives drive our actions, is at the core of who we are and what we do.

Investment Platform Specialist in Edinburgh employer: abrdn

Aberdeen is an exceptional employer, offering a dynamic work environment that prioritises employee growth and well-being. With generous benefits such as 40 days of annual leave, a substantial pension contribution, and a commitment to inclusivity through blended working, we empower our Investment Platform Specialists to thrive while making a meaningful impact in the wealth and investments sector.
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Contact Detail:

abrdn Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Platform Specialist in Edinburgh

✨Tip Number 1

Network like a pro! Reach out to people in the industry, especially those already working at Aberdeen. A friendly chat can open doors and give you insider info on what they’re looking for.

✨Tip Number 2

Prepare for the interview by knowing your stuff! Brush up on investment products and the tech used in asset management. Show us you’re not just a candidate, but someone who’s genuinely interested in making a difference.

✨Tip Number 3

Practice your communication skills! You’ll need to liaise with portfolio managers and vendors, so being clear and confident is key. Try mock interviews with friends or use online resources to sharpen your pitch.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining our team at Aberdeen.

We think you need these skills to ace Investment Platform Specialist in Edinburgh

Customer Focus
Analytical Skills
SQL Proficiency
Excel Proficiency
Experience of FIX
Desk Based Dealing Applications
Understanding of Investment Products
Front Office Systems Knowledge
Trade Lifecycle Understanding
Settlement Processes Knowledge
Windows Server Environments Experience
Excellent Communication Skills
Support Ticketing Systems Experience
Understanding of Charles River Investment Management System
ITIL v4 Foundation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Platform Specialist role. Highlight relevant experience, especially in investment products and front office systems, so we can see how you fit into our team.

Craft a Compelling Cover Letter: Your cover letter should tell us why you're passionate about this role and how your skills align with our mission at Aberdeen. Be genuine and let your personality shine through!

Showcase Your Analytical Skills: Since analytical skills are key for this position, don’t forget to mention any relevant experience with SQL or Excel. We want to know how you’ve used these tools to solve problems in the past.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at abrdn

✨Know Your Investment Products

Make sure you brush up on your knowledge of investment products like funds, ETFs, and fixed income. Being able to discuss these confidently will show that you understand the core of what Aberdeen does and how it relates to the role.

✨Familiarise Yourself with the Technology

Since this role involves working with systems like Charles River IMS and various trading applications, take some time to learn about them. If you can speak to how you've used similar technologies in the past, it’ll give you a leg up in the interview.

✨Prepare for Real-Time Scenarios

Expect to be asked about how you would handle real-time support situations. Think of examples from your past experience where you successfully resolved issues under pressure, especially in a front office environment.

✨Showcase Your Communication Skills

As you'll be liaising with portfolio managers and other stakeholders, practice articulating your thoughts clearly. Prepare to discuss how you've effectively communicated complex information in previous roles, as this will be key in demonstrating your fit for the team.

Investment Platform Specialist in Edinburgh
abrdn
Location: Edinburgh
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  • Investment Platform Specialist in Edinburgh

    Edinburgh
    Full-Time
    36000 - 60000 £ / year (est.)
  • A

    abrdn

    1000+
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