At a Glance
- Tasks: Drive improvements in investment operations and enhance data quality and technology.
- Company: Join a leading financial services firm with a strong reputation and innovative culture.
- Benefits: Enjoy a competitive salary, on-site amenities, and a supportive work environment.
- Other info: Work in a spacious campus with great facilities and career growth opportunities.
- Why this job: Make a real impact by optimising processes and enhancing decision-making through data.
- Qualifications: Experience in financial services, data management, and operational improvement is essential.
The predicted salary is between 59576 - 70089 £ per year.
We are hiring a Business Manager to join our Investment Operations team. This is a newly created role focused on improving how the function operates across business management, data and technology. Reporting to the Head of Implementation, you will operate as a manager-level individual contributor, partnering closely with Data and Technology teams to improve processes, reporting and systems. The focus is on operational effectiveness, strengthening controls, and enabling better decision making through clear data and structure. This role suits someone from a financial services or wealth management background who understands investment operations and wants to drive improvement at scale rather than manage people.
What you'll do
- Business management and operational oversight
- Run the Investment Operations business cadence, including priorities, actions, reporting and delivery tracking
- Own weekly and monthly MI packs covering volumes, capacity, service levels, incidents and change delivery
- Maintain procedures, controls documentation and audit evidence
- Own day-to-day oversight of third-party data vendors
- Coordinate governance forums, issue tracking and stakeholder updates
- Support business continuity planning and operational risk management
- Data and analytics enablement
- Partner with Data teams to define requirements and improve data quality
- Improve how data is captured, structured and used across the function
- Support delivery and adoption of dashboards and reporting (e.g. Power BI)
- Maintain data governance standards aligned to regulatory expectations
- Technology optimisation and change delivery
- Identify inefficiencies across systems and workflows and drive improvements
- Translate operational issues into clear requirements for Technology teams
- Support system changes, including testing and implementation
- Act as a key user for Investment Operations systems, improving adoption and outcomes
- Investment operations support
- Improve operational processes, workflows and exception handling
- Strengthen controls and reduce operational risk
- Support onboarding of new initiatives and change readiness
- Act as the link between day-to-day operations and strategic change
- Stakeholder management
- Work across Investment Operations, Data and Technology teams
- Provide clear updates to senior stakeholders
- Build strong working relationships across Operations, Risk and the wider business
The knowledge, experience and qualifications you need
- Experience in business management, operations or change within financial services
- Exposure to investment, platform or wealth operations
- Experience working with data, MI reporting and operational metrics
- Track record of improving processes and supporting system or workflow change
- Strong planning and organisational skills
- Ability to simplify complex operational and data issues
- High attention to detail within controlled environments
- Confident stakeholder management and communication
- Analytical mindset with a focus on outcomes
Desirable
- Experience with reporting tools such as Power BI
- Understanding of data quality and governance principles
- Experience supporting system change, testing or workflow optimisation
The base You’ll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.
Investment Operations Analyst employer: Benchmark Capital Limited
At Benchmark, we pride ourselves on being an exceptional employer, offering a dynamic work environment at our Broadlands Business Campus near Horsham. Our commitment to employee growth is evident through our focus on operational effectiveness and technology optimisation, providing opportunities for professional development in the financial services sector. With state-of-the-art facilities, including an on-site restaurant, coffee shop, and gym, alongside a supportive culture that values collaboration and innovation, we ensure our team members thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Benchmark Capital Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Operations Analyst
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 Benchmark Capital Limited.
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 Benchmark Capital Limited'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 Benchmark Capital Limited
✨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 Benchmark Capital Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Benchmark Capital Limited 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 Benchmark Capital Limited 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.
