At a Glance
- Tasks: Process investment operations activities and ensure accuracy in trading and settlements.
- Company: Award-winning Financial Services Firm based in Bath.
- Benefits: Discretionary bonuses, generous leave, private healthcare, and professional development opportunities.
- Other info: Dynamic environment with excellent growth potential in financial services.
- Why this job: Kickstart your career in finance with a supportive and collaborative team.
- Qualifications: Strong communication skills, attention to detail, and a willingness to learn.
The predicted salary is between 30000 - 40000 £ per year.
Are you looking to progress your career within Trading Investment Operations? Or are you a Graduate looking to begin a career in Financial Services? Our client, an award winning Financial Services Firm is looking for an Investment Operations Associate to join their Bath-based team.
About the Role:
- Process a range of investment operations activities, including asset trading, trade settlement, trade confirmations, corporate actions, dividend processing, and asset onboarding.
- Perform transactional processing accurately and efficiently while ensuring service standards and customer outcomes are met.
- Execute key operational controls and undertake checks of critical processes to maintain accuracy, compliance, and risk management standards.
- Investigate and resolve operational queries and exceptions in a timely manner.
- Build and maintain effective working relationships with external stakeholders, including banks, investment houses, fund managers, and other third-party providers.
- Support the continuous improvement of operational processes and controls to enhance efficiency and service delivery.
- Contribute to a collaborative team environment focused on delivering high-quality investment operations support.
About You:
- Excellent interpersonal and communication skills.
- Ability to work well individually and as a part of a team to achieve team and personal objectives.
- Strong data and analytical processing skills.
- Good attention to detail.
- Self-Motivated and pro-active.
- Willingness to learn.
Benefits:
- Discretionary bonus scheme (up to £2,500-£3,000).
- 9% employer pension contribution each month.
- 33 days annual leave including bank holidays (pro rata for part-time roles).
- Option to buy or sell up to 5 additional days of annual leave.
- Private healthcare programme.
- Opportunities for professional development and financial services training.
- Supportive, collaborative, and inclusive working environment.
If this sounds like you, please apply now!
Investment Operations Associate in Bath employer: Flair for Recruitment
Join a dynamic financial services organisation that prioritises employee growth and development. With a competitive salary and benefits package, you will thrive in a supportive and collaborative work environment, where your leadership skills will be nurtured and your contributions to operational excellence are valued. This role offers the chance to lead a high-performing team while enjoying ongoing professional development opportunities in a rapidly growing sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Associate in Bath
✨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 Flair for Recruitment. 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 Associate in Bath
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 Flair for Recruitment.
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 Flair for Recruitment'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 Flair for Recruitment
✨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 Flair for Recruitment.
✨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 Flair for Recruitment 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 Flair for Recruitment 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.
