At a Glance
- Tasks: Support asset servicing and operations in a fast-paced banking environment.
- Company: Join Delta Capita, a global leader in financial services and technology innovation.
- Benefits: Enjoy a competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Flexible working arrangements with a focus on collaboration and client needs.
- Why this job: Make an impact in private banking while developing your skills in a dynamic team.
- Qualifications: Experience in financial operations, asset servicing, and strong communication skills required.
The predicted salary is between 45000 - 55000 € per year.
12 Month Fixed Term Contract / Permanent Hybrid - Onsite 3 days per week Location - Birmingham
We are seeking high‑calibre Associate and Assistant Vice President–level professionals to join a fast‑paced operations environment supporting a leading private banking institution. These roles sit within the broader Operations function, with a primary focus on Asset Servicing. The ideal candidate will bring hands‑on experience from operational or middle‑office teams, in equity or fixed income space, and have the capability to integrate quickly and operate autonomously.
The ideal candidate will have background in corporate action event processing (both mandatory and voluntary), managing end‑to‑end processing, event notifications, bookings, reconciliations, and custodian interactions. Candidates should demonstrate familiarity with event‑specific nuances (e.g., Japanese stock splits), and be comfortable navigating multiple systems while maintaining rigorous attention to detail and control frameworks. Alongside asset servicing, experience within settlements is highly valued, including SWIFT messaging familiarity, market matching requirements, and understanding of 515/518 processes. Knowledge of SSIs, custody workflows, asset transfers, and how CASS rules 6 & 7 apply in an operational setting is also important.
Success in this role requires excellent interpersonal skills, as you will regularly communicate with internal teams, external custodians, and client‑facing staff. A strong risk mindset, ability to manage exceptions, and confidence in escalating issues appropriately are essential.
Job Requirements
- Operational background within financial services (private banking preferred but not essential)
- Experience across asset servicing, corporate actions, reconciliations, and/or settlements
- Ability to hit the ground running with minimal product or technical theory training
- Strong risk and control mindset with proven stakeholder communication skills
- Familiarity with custody processes, CASS rules, SSIs, and core industry systems
Key Responsibilities
- Support the Asset Servicing and Operations teams across corporate actions, including mandatory and voluntary events
- Process event notifications, incoming instructions, bookings, and custodian portal updates
- Manage reconciliations across multiple internal systems
- Handle event‑specific nuances and market‑specific requirements (e.g., Japanese market conventions)
- Support settlements workflows including SWIFT messaging, trade matching, 515s/518s, and market‑specific rules
- Maintain and update SSIs where required
- Apply understanding of CASS rules (particularly 6 & 7) to operational processes
- Assist with asset transfers and custody‑related workflows
- Communicate effectively with internal stakeholders, custodians, and client‑facing teams
- Uphold strong risk, control, and governance standards
How We Work: Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.
This is a fixed-term contract full-time position located in Birmingham. As the selection and interview process is ongoing, please submit your application in English as soon as possible, if your profile is selected, a member of our team will contact you within 4 weeks. For this role a valid working permit for the UK is mandatory.
Expectations regarding hybrid working: As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office (which may be the clients' offices or our own offices depending on the client) aligns to what our clients' policies and expectations are and these vary. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita require. However, some of our clients have now moved up to 4 days and even 5 days in the office and we require candidates to be flexible to meet our client demands.
Who We Are: Delta Capita Group is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualised services for financial institutions for non-differentiating services.
Our 3 offerings are:
- Managed Services
- Consulting & Solutions
- Technology
To know more about Delta Capita and our culture click here: Working at DC - Delta Capita
Private Banking Operations - AVP - Birmingham employer: Delta Capita
Delta Capita is an exceptional employer, offering a dynamic work environment in Birmingham that fosters professional growth and development within the financial services sector. With a strong emphasis on collaboration and innovation, employees benefit from a supportive culture that values diversity and inclusion, alongside flexible hybrid working arrangements that cater to both client needs and personal circumstances. Joining Delta Capita means being part of a forward-thinking team dedicated to redefining the financial services landscape, where your contributions are recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Private Banking Operations - AVP - Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those in private banking. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your asset servicing knowledge. Be ready to discuss corporate actions and reconciliations in detail. We want you to shine when they ask about your experience!
✨Tip Number 3
Show off your communication skills! Practice explaining complex topics simply. You’ll need to demonstrate that you can effectively liaise with internal teams and custodians during the interview.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Private Banking Operations - AVP - Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Banking Operations role. Highlight your experience in asset servicing, corporate actions, and any relevant operational roles. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to the job description, especially around managing reconciliations and understanding CASS rules.
Show Off Your Attention to Detail:In our fast-paced environment, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on!
Apply Through Our Website:We encourage you to apply through our website for the best chance of being noticed. It’s straightforward and ensures your application goes directly to us. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Delta Capita
✨Know Your Stuff
Make sure you brush up on your knowledge of asset servicing, corporate actions, and reconciliations. Familiarise yourself with specific processes like SWIFT messaging and CASS rules 6 & 7. The more you know, the more confident you'll feel during the interview!
✨Show Off Your Experience
Be ready to discuss your hands-on experience in operational or middle-office roles. Prepare examples that highlight your ability to manage end-to-end processing and navigate multiple systems. This will demonstrate your capability to hit the ground running.
✨Communicate Clearly
Since this role involves regular communication with internal teams and external custodians, practice articulating your thoughts clearly. Think about how you can convey complex information simply and effectively, as strong interpersonal skills are key.
✨Demonstrate a Risk Mindset
Prepare to discuss how you've managed exceptions and escalated issues in the past. Show that you understand the importance of maintaining rigorous control frameworks and how you can contribute to upholding strong governance standards.
