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For Companies At a Glance
- Tasks: Lead key change initiatives in Investment Operations and drive process improvements.
- Company: Dynamic financial services firm focused on innovation and collaboration.
- Benefits: Competitive salary, generous holiday allowance, life assurance, and pension scheme.
- Other info: Engage with diverse stakeholders and enjoy opportunities for professional growth.
- Why this job: Make a real impact by optimising operations and enhancing systems in a fast-paced environment.
- Qualifications: Strong background in Investment Operations and project delivery experience required.
The predicted salary is between 80000 - 80000 £ per year.
This interim role focuses on leading and delivering key change initiatives across Investment Operations, including in‑flight project delivery, target operating model (TOM) review and design, systems interface mapping, transaction cycle documentation, and broader operational process improvement. The role requires an experienced operations and business analyst professional, capable of taking ownership of complex projects, collaborating across functions, and driving sustainable enhancements to processes, systems, and controls.
Key Responsibilities & Duties
- Lead delivery of in‑flight Investment Operations projects, using project management methodology to ensure milestones are met and risks to delivery are anticipated, identified, tracked and managed effectively.
- Conduct reviews of the existing target operating model, identifying optimisation and automation opportunities.
- Map end‑to‑end Investment Operations processes, interfaces and transaction cycles across internal and external systems.
- Develop business and functional requirements to support system upgrades, integrations and operational redesign.
- Undertake UAT testing, define go-live criteria and implementation readiness for in-flight projects.
- Identify and implement process improvements across the Investment Operations landscape including API, SFTP and workflow automation.
- Engage stakeholders across Finance, Risk, IT and third‑party administrators to support delivery outcomes.
- Produce project documentation, operational procedures, insights and materials for governance forums.
- Lead or support operational deep‑dives into reconciliations, transaction flows and control points.
- Contribute to strengthening operational controls, governance structures and reporting mechanisms.
Knowledge, skills and experience
- Strong Investment Operations background with understanding of trade, settlement, pricing and reconciliation processes.
- Experience of working in a unit pricing environment for a life insurer or professional services provider including hands-on systems experience with an Investment System (e.g. InvestPro, pControl, HiPortfolio).
- Experience in project delivery or business analysis within financial services.
- Ability to map processes, define requirements and support system change initiatives.
- Experience designing and enhancing operational controls and workflows.
- Strong analytical skills with ability to interpret data and communicate recommendations.
- Excellent stakeholder management, communication and documentation skills.
What we offer you
- Basic salary up to £80,000 per annum pro rata
- Annual holiday allowance of 28 days holiday plus bank holidays pro rata
- Life Assurance (x4 pensionable earnings)
- Generous contributory Pension scheme (match up to 5% and pay in an additional 5%)
- 1 days paid charitable workday
- Employee Assistance Programme
Interim Investment Operations Lead in Bromley employer: Foresters Financial
Contact Detail:
Foresters Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Interim Investment Operations Lead in Bromley
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment operations field and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your project management skills. Be ready to discuss how you've successfully led projects in the past, especially those involving process improvements or system upgrades. We want to hear your success stories!
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've interpreted data to drive decisions or improve processes. This will demonstrate your ability to add value in the role and make you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Interim Investment Operations Lead in Bromley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the role of Interim Investment Operations Lead. Highlight your project management experience and any relevant systems you've worked with, like InvestPro or pControl.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've led projects or improved processes in previous roles, and don’t forget to show your enthusiasm for the position!
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, make sure to include examples of how you've interpreted data and made recommendations in past positions. This will help us see your problem-solving skills in action.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Foresters Financial
✨Know Your Investment Operations Inside Out
Before the interview, brush up on your knowledge of trade, settlement, pricing, and reconciliation processes. Being able to discuss these topics confidently will show that you have a strong background in Investment Operations, which is crucial for this role.
✨Master Project Management Methodologies
Familiarise yourself with various project management methodologies, as you'll need to demonstrate your ability to lead in-flight projects effectively. Be ready to share examples of how you've managed risks and ensured milestones were met in previous roles.
✨Prepare for Stakeholder Engagement
Think about how you’ve engaged with stakeholders in the past. Prepare specific examples that highlight your communication skills and ability to collaborate across functions, especially with Finance, Risk, IT, and third-party administrators.
✨Showcase Your Analytical Skills
Be prepared to discuss how you've used your analytical skills to interpret data and make recommendations. Bring examples of how you've identified optimisation opportunities or implemented process improvements in previous roles to strengthen your case.