At a Glance
- Tasks: Support investment operations by processing trades and managing client cash.
- Company: Join a leading financial services firm with a supportive culture.
- Benefits: Competitive benefits, career development support, and study assistance for industry qualifications.
- Other info: Enjoy a dynamic team environment with social activities and charity events.
- Why this job: Kickstart your career in investment operations and make a real impact.
- Qualifications: Strong numeracy, IT skills, and a proactive approach are essential.
The predicted salary is between 31500 - 38500 £ per year.
Leicester (Hybrid) Full-time | 12 Month FTC
Are you a numerate, detail-oriented professional looking to build a career in investment operations? We have an exciting opportunity for an Investment Operations Administrator to join our Client Dealing team, playing a key role in monitoring client cash, processing trades, and investing client monies in a fast-moving and rewarding environment.
About the role
As part of the Investment Operations Client Dealing team, you will support the day-to-day trading requirements of the business including client cash investment, sales, withdrawals, and model portfolio switching. You will work closely with Investment Managers, Client Relationship Managers, and the wider Finance team, and will be encouraged to contribute ideas to improve processes and drive better client outcomes.
What you'll be doing:
- Processing trades, including client cash investment, sales, withdrawals, and model portfolio switches
- Liaising with Investment Managers, CRMs, and the Investment Operations team to respond to queries and act on dealing instructions
- Managing and prioritising your workload to meet service level agreements
- Working with the Finance team to ensure accurate deduction and reporting of fees from platforms
- Managing the centralised mailbox and assisting with project work alongside senior team members
- Proactively identifying process improvements and staying up to date with system and industry changes
What we're looking for:
- Strong numeracy, literacy and IT skills, with particular proficiency in Microsoft Excel
- Excellent attention to detail and ability to work accurately under pressure
- Strong communication skills and ability to build effective working relationships across teams
- A proactive, organised approach with the ability to prioritise a varied workload
- Desire to obtain industry qualifications to a minimum of Level 3
What's in it for you:
- Competitive benefits package including group pension, life assurance, income protection and health cash plan
- Support to study towards industry qualifications
- Excellent opportunities for career development and progression within investment operations
- Supportive team culture with charity events and regular social activities
About Mattioli Woods
With decades of experience in financial services and employee benefits, Mattioli Woods provides tailored, relationship-led solutions to our clients. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.
Interested in joining us? Apply today or get in touch for a confidential conversation.
Investment Administrator (12 Month FTC) in Leicester employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Investment Administrator (12 Month FTC) in Leicester
✨Tap into Campus Networks
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✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Investment Administrator (12 Month FTC) in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All The Top Bananas.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on All The Top Bananas's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All The Top Bananas.
✨Prepare for Case Studies
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✨Show Your Passion for Finance
Since this is a full-time position, employers at All The Top Bananas will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former All The Top Bananas employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
