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- Tasks: Support trading processes, manage portfolios, and ensure data accuracy.
- Company: Join a collaborative investment management firm focused on long-term success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make an impact in investment operations while honing your analytical skills.
- Qualifications: Experience in investment operations and strong Excel skills required.
- Other info: Opportunity for growth and collaboration with senior colleagues.
The predicted salary is between 50000 - 70000 £ per year.
Fram is working with an investment management firm that is looking to engage with an experienced Investment Operations Analyst to support its trading and operational processes. The business operates a focused, long-only investment approach within a small and collaborative team, where accuracy and consistency are central to how portfolios are managed and reported.
The role involves supporting the full trade lifecycle, including trade processing, settlement oversight, and interaction with brokers and custodians. There is regular responsibility for monitoring portfolios, managing cash positions, and maintaining data across order and portfolio management systems. The position also includes daily reconciliation work across holdings, cash, and accruals, with ownership of investigating and resolving exceptions in coordination with third parties.
Alongside core trading operations, the role includes contributing to client reporting, maintaining accurate records, and supporting wider business functions with data requirements. There is involvement in invoice preparation and ongoing process improvement, with the opportunity to work closely with senior colleagues on operational efficiency and internal systems.
This may appeal to someone with experience in investment operations or a related area who is comfortable working in a detail-focused environment. Strong Excel capability is essential, including experience working with complex spreadsheets for data management, reporting, and process improvement. The role suits an individual who values accuracy, enjoys problem solving, and takes a proactive approach within a small team setting.
Applicants must have the right to work in the UK.
Investment Operations Analyst in Amersham employer: Fram Executive Search Limited
Contact Detail:
Fram Executive Search Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Analyst in Amersham
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trade processing and operational processes. Be ready to discuss how you've tackled challenges in previous roles, especially around accuracy and consistency in data management.
✨Tip Number 3
Show off your Excel skills! If you’ve worked with complex spreadsheets, be prepared to share examples of how you’ve used them to improve processes or solve problems. This will demonstrate your capability and attention to detail.
✨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 take that extra step to engage with us directly.
We think you need these skills to ace Investment Operations Analyst in Amersham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Investment Operations Analyst role. Highlight your experience with trade processing, reconciliation, and any relevant software you've used. We want to see how you fit into our detail-focused environment!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment operations and how your background makes you a great fit for our team. Don’t forget to mention your strong Excel skills and problem-solving abilities!
Showcase Your Attention to Detail: In this role, accuracy is key. When writing your application, make sure there are no typos or errors. We appreciate candidates who take the time to double-check their work, as it reflects the care we put into managing portfolios.
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 shows you’re proactive, which is exactly what we’re looking for!
How to prepare for a job interview at Fram Executive Search Limited
✨Know Your Trade Lifecycle
Make sure you understand the full trade lifecycle, from processing to settlement. Brush up on your knowledge of how trades are executed and the role of brokers and custodians. This will show that you're not just familiar with the theory but can also apply it practically.
✨Excel Skills Are Key
Since strong Excel capability is essential for this role, be prepared to discuss your experience with complex spreadsheets. Bring examples of how you've used Excel for data management or reporting in previous roles. If possible, practice some common functions or formulas that might come up during the interview.
✨Emphasise Attention to Detail
This position requires a detail-focused approach, so be ready to share specific examples of how you've ensured accuracy in your past work. Discuss any processes you've implemented to improve consistency and how you've handled exceptions or discrepancies in data.
✨Show Your Problem-Solving Skills
The role involves investigating and resolving exceptions, so highlight your problem-solving abilities. Prepare a couple of scenarios where you successfully identified an issue and how you went about resolving it. This will demonstrate your proactive approach and ability to work collaboratively within a team.