At a Glance
- Tasks: Manage client onboarding and data input for trading systems in a fast-paced environment.
- Company: Delta Capita is a global leader in managed services and consulting for financial institutions.
- Benefits: Enjoy flexible working arrangements, corporate perks, and a supportive team culture.
- Why this job: Join a dynamic team focused on improving client experiences and operational efficiency.
- Qualifications: Experience in asset management, strong communication skills, and a knack for problem-solving required.
- Other info: This is a full-time position based in London with opportunities for career growth.
The predicted salary is between 48000 - 84000 £ per year.
We are looking for a Senior Operations Specialist - Asset Management to join our Client Life Management team.
Responsibilities:
- Inputting all data attributes into internal systems including SSIs, Markets, Portfolio Managers, and Regulatory fields in relevant trading and electronic trading systems.
- Ensure business requirements are fulfilled and completed within strict timeframes.
- Project Management of onboarding and migration for large mandates and Fund portfolios which can consist of multi-tiered steps, from gathering client specifications, setting up data and requirements in trade capture and e-trading systems, business readiness testing, to production go-live.
- Connection to third parties such as custodians, external managers, and accounting agents.
- Liaising with internal departments to resolve related bottlenecks.
- Liaising with Sales representatives, clients, brokers, and custodians to direct and resolve client and stakeholder queries in a timely manner.
- Dealing with escalations and issues from Sales and clients and providing solutions/guidance.
- Proactively engaging with key stakeholders to advise on issue resolution, client reporting, capacity, and associated risks.
- Identify opportunities for improvements to streamline the operational process and optimize the client journey.
- Assisting in defining procedures, processes, standards, and best practices to ensure efficiency and continuous improvement of the service.
- Responsible for producing key MI reporting both internally and externally to track, monitor, and provide key metrics to internal and external stakeholders.
Skills and Experience:
- Client Onboarding, Sales Support, Trade Support, Pre-Trade Management, Account Opening, eTrading, Connectivity, Client Services in a Front Office Investment Banking/Asset Management and regulatory environment.
- Good understanding of the Client and Trade Life Cycle.
- Strong Stakeholder management, excellent written and verbal communication, time management, problem-solving skills, able to multi-task.
- Knowledge of trading instruments including FX, Futures, OTC Derivatives, Collateral, etc.
- Experience of dealing with Broker and Custodian set-ups.
- Strong understanding of risk management, attention to detail.
- Visio/Smartsheet beneficial.
- Good knowledge of Funds.
- Strong data management and analytical skills.
- Knowledge of Aladdin beneficial.
This is a fixed-term contract/permanent, full-time position located in London. As the selection and interview process is ongoing, please submit your application in English as soon as possible. For this role, a valid working permit for the UK is mandatory.
Expectations regarding hybrid working: 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 requires. 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 (a member of the Prytek Group) is a global managed services, consulting and solutions provider with a unique combination of experience in Financial Services and technology innovation capability.
Senior Operations Specialist - Asset Management employer: Delta Capita
Contact Detail:
Delta Capita Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Operations Specialist - Asset Management
✨Tip Number 1
Familiarise yourself with the specific tools and systems mentioned in the job description, such as SSIs, eTrading systems, and Aladdin. Having a solid understanding of these platforms will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals already working in asset management or operations roles. Engaging with them on platforms like LinkedIn can provide you with insider knowledge about the company culture at Delta Capita and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with client onboarding and stakeholder management during the interview. Be ready to share specific examples of how you've successfully navigated complex operational challenges in previous roles.
✨Tip Number 4
Stay updated on current trends in asset management and regulatory changes. Showing that you are proactive about industry knowledge can set you apart from other candidates and highlight your commitment to continuous improvement.
We think you need these skills to ace Senior Operations Specialist - Asset Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operations, asset management, and client lifecycle management. Use keywords from the job description to demonstrate that you meet the specific requirements of the Senior Operations Specialist role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the asset management industry and your ability to manage client onboarding and operational processes. Mention specific examples of how you've improved operational efficiency in previous roles.
Highlight Relevant Skills: Emphasise your skills in stakeholder management, problem-solving, and data management. Provide concrete examples of how you've successfully navigated complex projects or resolved client issues in the past.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Senior Operations Specialist position.
How to prepare for a job interview at Delta Capita
✨Understand the Client Life Cycle
Make sure you have a solid grasp of the client and trade life cycle. Be prepared to discuss how your experience aligns with these processes, as this role heavily involves client onboarding and managing stakeholder relationships.
✨Showcase Your Project Management Skills
Since the role requires project management for onboarding and migration, be ready to share specific examples of projects you've managed. Highlight your ability to meet deadlines and coordinate with multiple teams.
✨Demonstrate Problem-Solving Abilities
Prepare to discuss situations where you've successfully resolved issues or bottlenecks in operations. This will showcase your analytical skills and your proactive approach to improving processes.
✨Familiarise Yourself with Relevant Tools
If you have experience with tools like Visio or Smartsheet, mention it during the interview. Familiarity with these tools can set you apart, especially since data management and reporting are key aspects of the role.