At a Glance
- Tasks: Support trading and portfolio activity, manage trade lifecycle and monitor portfolios.
- Company: Dynamic asset management firm with a flexible hybrid working model.
- Benefits: Flexible hours, hands-on experience, and opportunities for process improvement.
- Other info: Perfect for detail-oriented individuals seeking responsibility and collaboration.
- Why this job: Join a small team where your contributions are valued and visible.
- Qualifications: Experience in investment operations and strong Excel skills required.
The predicted salary is between 40000 - 50000 € per year.
Fram is working with an asset management firm that is looking to engage with an Investment Operations professional to support its trading and portfolio activity. The business operates a long-only strategy within a small team, offering a high level of flexibility alongside a hybrid working model. The environment is hands-on, with operations closely aligned to the investment process. The firm is an asset manager and not a wealth manager.
The role covers the full trade lifecycle, including trade processing, settlement oversight, and liaison with brokers and custodians. There is ongoing responsibility for monitoring portfolios, managing cash positions, and maintaining accurate data across internal systems. Daily reconciliations across holdings, cash, and accruals form a key part of the role, with ownership of investigating and resolving discrepancies.
Alongside core responsibilities, the position includes supporting client reporting, maintaining records, and providing data to other areas of the business. There is also scope to contribute to improving processes and how data is managed, working closely with senior colleagues in a small team where individual contribution is visible.
This may appeal to someone with experience in investment operations within asset management who is looking for a role with a balance of responsibility and flexibility. Strong Excel skills are essential, particularly the ability to work with complex spreadsheets and improve data processes. The role suits someone who is organised, detail-focused, and comfortable working both independently and as part of a collaborative team.
Applicants must have the right to work in the UK.
Operations - Asset Management employer: Fram Search
This asset management firm offers a dynamic and supportive work environment where flexibility and individual contributions are highly valued. With a focus on professional growth, employees have the opportunity to engage directly with the investment process and improve operational efficiencies within a small, collaborative team. Located in the UK, the firm promotes a hybrid working model that allows for a healthy work-life balance while fostering a culture of continuous learning and development.
StudySmarter Expert Advice🤫
We think this is how you could land Operations - Asset Management
✨Tip Number 1
Network like a pro! Reach out to people in the asset management field, especially those who work in investment operations. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills. Since strong Excel abilities are essential for this role, be ready to showcase how you’ve used complex spreadsheets in past jobs. We want to see your data wizardry!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and work style. Check out our website for opportunities that fit your vibe, especially those offering flexibility and a hands-on environment.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace Operations - Asset Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the role. Highlight your experience in investment operations, especially any hands-on work with trade processing and portfolio management.
Showcase Your Excel Skills:Since strong Excel skills are a must, don’t shy away from mentioning specific projects where you’ve used complex spreadsheets. We want to see how you’ve improved data processes in your previous roles!
Be Detail-Oriented:In your application, emphasise your attention to detail. Mention any experiences where you’ve successfully managed discrepancies or conducted reconciliations, as this is key for the role.
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 without any hiccups!
How to prepare for a job interview at Fram Search
✨Know Your Trade Lifecycle
Make sure you understand the full trade lifecycle, from trade processing to settlement oversight. Brush up on your knowledge of how trades are executed and monitored, as this will show your potential employer that you're ready to hit the ground running.
✨Excel Skills Are Key
Since strong Excel skills are essential for this role, practice working with complex spreadsheets before your interview. Be prepared to discuss specific examples of how you've used Excel to manage data or improve processes in your previous roles.
✨Show Your Organisational Skills
This position requires someone who is organised and detail-focused. Think of examples from your past experiences where your organisational skills made a difference, whether it was managing cash positions or ensuring accurate data across systems.
✨Emphasise Team Collaboration
While the role involves independent work, it's also about being part of a small team. Be ready to share instances where you've successfully collaborated with colleagues, especially in improving processes or resolving discrepancies.
