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For Companies At a Glance
- Tasks: Support operational processes and ensure compliance while liaising with Investment Managers.
- Company: Join a leading firm collaborating with BNY Pershing to deliver top-notch client service.
- Benefits: Enjoy competitive pay, potential for remote work, and opportunities for professional growth.
- Why this job: Be part of a dynamic team enhancing efficiency and making a real impact in finance.
- Qualifications: Must have Nexus experience and prior knowledge in payments, transfers, or settlements.
- Other info: This is a 6-month temporary role offering hands-on experience in investment operations.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Operations Analyst
6 month Temp
£180pd
YOU MUST HAVE NEXUS EXPERIENCE OR YOU WILL NOT BE CONSIDERED
Previous experience in any of the below please:
Payments/Client Cash experience, Transfers, ISA admin, Stock Deposits/Demats, Settlements – UK & Overseas
Aim & Purpose of the Role
The purpose of this role is to ensure robust Operational Oversight of the business by maintaining regulatory compliance, securing smooth operational processes, and acting as a key liaison between the firm’s Investment Managers (IMs) and BNY Pershing. The role supports the delivery of high-quality client service by monitoring operational workflows, resolving queries, enhancing efficiency, and ensuring all investment operations are processed accurately and in a timely manner.
Key Accountabilities & Responsibilities
- Operational Liaison: Act as the first point of contact for Investment Managers on operational queries, escalating to the BNY client services team as needed and ensuring clear, timely communication.
- Cash Payments Management: Instruct and oversee customer payments via Nexus; track cash flows and manage received payments, ensuring accurate reconciliation without prior notification.
- Asset Transfer Oversight: Execute external asset transfers through Nexus, monitor progress via dashboards, resolve queries, and escalate accordingly to avoid delays.
- Internal Transfers: Process internal asset movements, including those related to deceased estates, trusts, and inter-spousal gifts, ensuring accuracy and regulatory adherence.
- BNY Relationship Management: Participate in regular meetings with BNY Pershing, raise workflow issues, recommend process improvements, and maintain effective cross-party communication.
- Crest Dematerialisation: Prepare and verify documents for Crest stock dematerialisation as required.
- Trade Settlement Oversight: Track and resolve failed trades, supporting prompt settlement and reducing operational risk.
- Dividend Monitoring: Notify Investment Managers of dividend payments made to client accounts and ensure appropriate follow-up.
- Proxy Voting Management: Use third-party portals to monitor upcoming proxy votes, inform clients and IMs about options, and lodge votes as instructed.
- Project Participation: Contribute to departmental projects and perform other operational oversight duties as directed by senior management.
- Procedures Ownership: Draft, maintain, and periodically review departmental procedures to ensure clarity and compliance with current operational standards and regulations.
This summary can be used in a job description, role profile, or internal documentation to outline the function, scope, and expectations for this position effectively. Let me know if you’d like it tailored for a specific role title, such as "Operational Oversight Officer" or "Operations Liaison Specialist."
Operations Analyst employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Analyst
✨Tip Number 1
Make sure to highlight your Nexus experience in any conversations or networking opportunities. This is a crucial requirement for the Operations Analyst role, and demonstrating your familiarity with it can set you apart from other candidates.
✨Tip Number 2
Familiarise yourself with the key operational processes mentioned in the job description, such as cash payments management and asset transfers. Being able to discuss these topics confidently during interviews will show that you're well-prepared and knowledgeable about the role.
✨Tip Number 3
Network with professionals in the finance and operations sectors, especially those who have experience with BNY Pershing or similar firms. They can provide valuable insights and may even refer you to open positions, increasing your chances of landing the job.
✨Tip Number 4
Prepare specific examples of how you've improved operational processes or resolved complex queries in previous roles. This will demonstrate your problem-solving skills and ability to enhance efficiency, which are key aspects of the Operations Analyst position.
We think you need these skills to ace Operations Analyst
Some tips for your application 🫡
Highlight Nexus Experience: Since the job specifically requires Nexus experience, make sure to emphasise any relevant experience you have with this system in your CV and cover letter. Provide specific examples of how you've used Nexus in previous roles.
Detail Relevant Skills: In your application, clearly outline your experience in payments, client cash management, and asset transfers. Use bullet points to list your responsibilities and achievements in these areas to make them stand out.
Showcase Communication Skills: As the role involves acting as a liaison between Investment Managers and BNY Pershing, highlight your communication skills. Include examples of how you've effectively communicated in previous roles, especially in resolving queries or managing relationships.
Tailor Your Cover Letter: Craft a tailored cover letter that addresses the key accountabilities mentioned in the job description. Explain how your background aligns with the operational oversight responsibilities and your commitment to maintaining regulatory compliance.
How to prepare for a job interview at Cameron Kennedy
✨Highlight Your Nexus Experience
Since the role specifically requires Nexus experience, make sure to emphasise any relevant experience you have with this system. Be prepared to discuss how you've used Nexus in previous roles and the impact it had on your operational processes.
✨Demonstrate Operational Oversight Skills
The position involves ensuring robust operational oversight. Prepare examples from your past work where you successfully managed operational workflows, resolved queries, or improved efficiency. This will show your capability to handle the responsibilities of the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills in operational contexts. Think about potential challenges you might face in the role, such as managing cash payments or asset transfers, and how you would address them.
✨Showcase Communication Skills
As a key liaison between Investment Managers and BNY Pershing, strong communication skills are essential. Be ready to discuss how you’ve effectively communicated with various stakeholders in the past, especially in resolving operational issues.
