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 Taunton employer: Flair for Recruitment
Join an award-winning Financial Services Firm in Bath as an Investment Operations Associate, where you will thrive in a supportive and collaborative environment. With excellent benefits including a generous pension contribution, private healthcare, and opportunities for professional development, this role offers a meaningful career path in Trading Investment Operations. Experience a culture that values teamwork and continuous improvement, making it an ideal place for both seasoned professionals and ambitious graduates to grow.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Associate in Taunton
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those working in investment operations. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of asset trading and trade settlement processes. Show us you know your stuff, and don’t forget to have some questions ready to ask about the company’s operations!
✨Tip Number 3
Tailor your approach! When applying through our website, make sure to highlight your attention to detail and analytical skills in your conversations. We love seeing candidates who can connect their experiences to the role.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your proactive attitude.
We think you need these skills to ace Investment Operations Associate in Taunton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Operations Associate role. Highlight relevant experience and skills that match the job description, like your attention to detail and data processing abilities.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how your background makes you a great fit for our team at StudySmarter.
Showcase Your Team Spirit:We love a collaborative spirit! In your application, mention any experiences where you've worked well in a team or built effective relationships with stakeholders. It’s all about showing us you can thrive in our supportive environment.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our awesome team!
How to prepare for a job interview at Flair for Recruitment
✨Know Your Stuff
Make sure you understand the basics of investment operations. Brush up on key terms like trade settlement, corporate actions, and asset onboarding. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Skills
Prepare examples that highlight your analytical skills and attention to detail. Think of situations where you've successfully resolved queries or improved processes. This will demonstrate your ability to contribute to the team's objectives.
✨Build Rapport
Since the role involves working with external stakeholders, practice your interpersonal skills. Be friendly and approachable during the interview. Remember, they’re looking for someone who can build effective relationships, so show them you can do just that!
✨Ask Smart Questions
Prepare thoughtful questions about the company’s operational processes and how they measure success. This shows you're proactive and genuinely interested in contributing to their continuous improvement efforts.
