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- Tasks: Support investment operations, manage trades, and assist clients with platform queries.
- Company: Join Fundment, a fast-growing wealth infrastructure company revolutionising the advice firm experience.
- Benefits: Enjoy 28 days annual leave, enhanced family leave, and a flexible hybrid work environment.
- Other info: Opportunities for professional growth and a supportive team culture await you.
- Why this job: Gain hands-on experience in a modern fintech setting and develop your operational expertise.
- Qualifications: 3 years in investment operations, strong attention to detail, and a collaborative mindset.
The predicted salary is between 30000 - 40000 £ per year.
Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire an Investment Operations Associate to join our growing team. Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
This role sits at the core of our platform operations, supporting the day-to-day execution and oversight of investment activity across trading, corporate actions, and data management. You will play a key role in ensuring transactions are processed accurately and efficiently, while supporting clients and internal teams with platform-related queries. This is a hands-on position with exposure to the full investment lifecycle within a modern wealth platform, offering strong opportunities to develop your technical knowledge and operational expertise.
Key Responsibilities- Trade & Transaction Management
- Review and validate trade files, investigating and resolving any exceptions or rejections
- Support the trade lifecycle, including corrections and issue resolution
- Ensure trade reporting files are accurate, complete, and delivered on time
- Corporate Actions & Income
- Manage corporate actions processing, including booking and client communications
- Reconcile dividends and excess reportable income (ERI)
- Support the delivery of accurate client tax reporting
- Client & Platform Support
- Act as a point of contact for client queries relating to trading and portfolio management
- Manage shared inboxes and ensure timely, high-quality responses
- Help clients understand platform processes and workflows
- Data & Reconciliations
- Maintain static data and support the onboarding of new investment products
- Assist with daily reconciliations, including support for CASS-related processes
- Ensure the accuracy and integrity of investment data across the platform
- Regulatory & Client Remediation
- Investigate and resolve trade and operational errors, including performing financial impact calculations (gains/losses)
- Coordinate and support client remediation activities, ensuring clients are treated fairly
- Ensure all actions are completed in line with regulatory requirements and internal policies
- Wider Operations Support
- Support internal transfers and other platform processes
- Collaborate with the wider operations team on process improvements and ad-hoc projects
3 years proven experience in investment operations, within a platform, custodian, or wealth manager. Strong understanding of trade lifecycles, settlements, and corporate actions. Experience handling trade errors, break resolution, and client remediation processes. Familiarity with reconciliations and regulatory frameworks (e.g. CASS). Highly organised, with strong attention to detail and accuracy. Collaborative and team-oriented, with a willingness to take ownership. Motivated to learn and develop within a growing fintech environment. Progress towards or completion of a relevant qualification (e.g. IOC or IMC). Comfortable working in a fast-paced environment with tight deadlines.
Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. We support our team with the flexibility to work on a hybrid basis, 3 days a week in our beautiful London office.
Full time permanent position. 28 days annual leave plus bank holidays. Enhanced maternity/paternity/adoption leave. International travel insurance. Life Assurance. Employee Assistance Programme.
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process. We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia.
Investment Operations Associate employer: Fundment
Contact Detail:
Fundment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Associate
✨Tip Number 1
Network like a pro! Reach out to folks in the investment operations space, especially those at Fundment. A friendly chat can open doors and give you insights that might just set you apart from the crowd.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of trade lifecycles and corporate actions. We want to see you shine, so practice explaining complex concepts in simple terms – it shows you really know your stuff!
✨Tip Number 3
Don’t forget to showcase your problem-solving skills! Be ready to discuss how you've tackled trade errors or reconciliations in the past. We love candidates who can think on their feet and handle challenges with ease.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always looking for passionate individuals who are eager to grow with us in this exciting fintech environment.
We think you need these skills to ace Investment Operations Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Operations Associate role. Highlight your experience in investment operations, trade lifecycles, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about joining Fundment and how you can contribute to our mission. Keep it concise but impactful – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on – it shows us you care!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it gives you a chance to explore more about us and what we do!
How to prepare for a job interview at Fundment
✨Know Your Trade Lifecycle
Make sure you brush up on your understanding of the trade lifecycle, settlements, and corporate actions. Being able to discuss these topics confidently will show that you’re not just familiar with the processes but also ready to tackle any challenges that come your way.
✨Prepare for Client Queries
Since this role involves acting as a point of contact for client queries, think about common questions clients might have regarding trading and portfolio management. Practising your responses can help you feel more at ease during the interview and demonstrate your client-focused mindset.
✨Showcase Your Attention to Detail
Given the importance of accuracy in this role, be prepared to share examples from your past experience where your attention to detail made a difference. Whether it’s resolving trade errors or ensuring accurate reporting, highlighting these moments will set you apart.
✨Emphasise Your Collaborative Spirit
Fundment values collaboration, so be ready to discuss how you’ve worked effectively within a team in previous roles. Share specific instances where you contributed to process improvements or supported colleagues, showcasing your team-oriented approach.