Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: You'll manage over £34 billion in assets, ensuring smooth trading and resolving discrepancies.
- Company: Join an award-winning financial services and tech group based in Newcastle Upon Tyne.
- Benefits: Enjoy a salary of £31,397, hybrid work, 33 days leave, and a company pension.
- Why this job: This role offers career growth in wealth management and a dynamic team culture.
- Qualifications: Ideal candidates have a positive attitude, problem-solving skills, and basic Excel knowledge.
- Other info: Participate in company events and develop your skills through the Financial Services Academy.
The predicted salary is between 25000 - 44000 £ per year.
BMC Recruitment Group are currently recruiting for an Asset Services Analyst to join our client who are an award-winning group of financial services and technology companies based in Newburn, Newcastle Upon Tyne.
You will play a key part in the administration of the over £34 billion of assets under administration at our Client, ensuring the trading of these assets runs smoothly.
Key Benefits they offer:
- Salary remuneration of £31,397 inclusive of a bonus.
- Full-time permanent position
- Hybrid Working following training – Typically 2 days from home – 3 days office based
- Working Hours – Monday to Friday 8:30am – 5:30pm (1hr Lunch)
- Free on-site parking
- 33 days annual leave, including bank holidays (increases with length of service)
- Company pension contribution (increases with length of service)
- Financial Services Academy – Allowing employees to develop their career within the wealth management sector
- Company/team events throughout the year
What will I be doing?
- Daily settlement of our custodians
- Reconciling and ensuring that all distributions are posted within CASS deadlines
- Responsible for reconciling, investigating and resolving any discrepancies and breaks which may arise on our Platform on a daily basis
- Ability to work in a hybrid setting, with the ability to communicate and work with colleagues both from home and in the office.
- Maintain high levels of customer service by effective communication whilst liaising with other operational areas and teams.
- Develop your skills and knowledge of the team through effective cross skilling.
- Ability to think critically when posed with complex problems.
- Maintain, contribute, and develop the processes and procedures within the team to evolve and deliver improved services to the customer and the business.
Our ideal candidate will have:
- Experience with adhering to tight SLAs
- Understanding and interest in what bonds, mutual funds, equities, stocks and commodities are
- Positive attitude with a “can do” approach to problem solving
- A financial appetite to reconcile accounts, understand financial markets and escalate issues to relevant teams.
- Effective problem solver, with the ability to adapt to new challenges which may arise.
- Flexible approach for both the Business and Customers, able to adapt quickly to moving priorities, with SLAs and client service always in mind.
- Manage a variety of systems including Office 365 applications. A basic knowledge of Excel is vital.
#J-18808-Ljbffr
Investment Analyst employer: BMC Recruitment Group Ltd
Contact Detail:
BMC Recruitment Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Familiarize yourself with the financial products mentioned in the job description, such as bonds, mutual funds, and equities. This knowledge will not only help you understand the role better but also demonstrate your genuine interest during interviews.
✨Tip Number 2
Practice your problem-solving skills by working on case studies or scenarios related to asset management. Being able to think critically about complex issues will set you apart from other candidates.
✨Tip Number 3
Get comfortable with Office 365 applications, especially Excel. Consider taking online courses to enhance your skills, as proficiency in these tools is vital for the role.
✨Tip Number 4
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could help you land the job.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Investment Analyst position. Make sure you understand the key responsibilities and required skills, such as experience with financial markets and problem-solving abilities.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that align with the job requirements. Emphasize your understanding of bonds, mutual funds, and your ability to work under tight SLAs.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your previous experiences have prepared you for the challenges of this position.
Proofread Your Application: Before submitting your application, carefully proofread all documents for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at BMC Recruitment Group Ltd
✨Understand Financial Instruments
Make sure you have a solid understanding of bonds, mutual funds, equities, stocks, and commodities. Be prepared to discuss how these instruments work and their relevance in asset management.
✨Demonstrate Problem-Solving Skills
Prepare examples of past experiences where you successfully resolved discrepancies or complex issues. Highlight your critical thinking abilities and how you adapt to new challenges.
✨Showcase Your Communication Skills
Since the role involves liaising with various teams, practice articulating your thoughts clearly. Be ready to discuss how you maintain high levels of customer service and collaborate effectively in a hybrid work environment.
✨Familiarize Yourself with SLAs
Understand the importance of adhering to tight Service Level Agreements (SLAs). Be prepared to discuss how you prioritize tasks and manage time effectively to meet these deadlines.
