Investment Operations Administrator

Investment Operations Administrator

Full-Time 40500 - 49500 £ / year (est.) No working from home possible
Core-Asset-Consulting

At a Glance

  • Tasks: Conduct KYC due diligence and ensure compliance with UK AML regulations.
  • Company: Leading financial services firm in Edinburgh with a dynamic team.
  • Benefits: Highly competitive salary and opportunities for professional growth.
  • Other info: Open to all applicants, fostering an inclusive workplace.
  • Why this job: Join a vibrant team and make a real impact in the financial sector.
  • Qualifications: Bachelor’s degree and some experience in financial services preferred.

The predicted salary is between 40500 - 49500 £ per year.

Investment Operations Administrator (16551) Edinburgh, Scotland

Job Description

We are working with a leading financial services firm in Edinburgh seeking motivated and enthusiastic professionals to join their team as an Investment Operations Administrator.

This is a great opportunity for Graduates with experience within a financial or professional services environment.

  • Some experience gained in financial or professional services.
  • Bachelor’s degree or equivalent.
  • Understanding of UK anti-money laundering (AML) is desirable.
  • Knowledge of KYC systems and databases is beneficial.
  • Strong attention to detail.
  • Effective communication skills for liaising with clients, internal stakeholders and internal team.
  • Ability to organise and prioritise workloads to meet deadlines

Core Responsibilities

  • Conduct comprehensive KYC due diligence on clients to check identity and risk.
  • Review external documentation including ownership structures, beneficial ownership, and controller information.
  • Ensure all KYC activities comply fully with relevant UK AML regulations and best practices.
  • Assess client risk profiles, recommend enhanced due diligence where necessary, and escalate potential concerns.
  • Prepare reports documenting due diligence findings and support fund reporting processes.
  • Collaborate effectively with colleagues including compliance, legal, and operations, to facilitate client onboarding and investor communications.
  • A highly competitive salary

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Investment Operations Administrator employer: Core-Asset-Consulting

Join a leading financial services organisation in Newcastle upon Tyne as a Compliance Monitoring Officer, where you will thrive in a dynamic work culture that values compliance and professional growth. With a commitment to employee development and a competitive salary, this role offers the chance to engage in meaningful compliance initiatives while building strong relationships across the business. Experience a supportive environment that encourages diversity and inclusion, making it an excellent place for compliance professionals to advance their careers.

Core-Asset-Consulting

Contact Details:

Core-Asset-Consulting Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Operations Administrator

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 Core-Asset-Consulting. 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 Administrator

Attention to Detail
Effective Communication Skills
KYC Due Diligence
Understanding of UK Anti-Money Laundering (AML)
Knowledge of KYC Systems and Databases
Organisational Skills
Ability to Prioritise Workloads

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 Core-Asset-Consulting.

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 Core-Asset-Consulting'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 Core-Asset-Consulting

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 Core-Asset-Consulting.

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 Core-Asset-Consulting 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 Core-Asset-Consulting 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.