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- Tasks: Join our team to manage investment portfolios and prepare client reports.
- Company: Hymans Robertson has over 100 years of experience in pensions and investments.
- Benefits: Enjoy flexible working, competitive salary, profit sharing, and wellbeing support.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Experience in investment administration preferred; detail-oriented and collaborative mindset required.
- Other info: Hybrid working model with two office days per week and flexible hours.
The predicted salary is between 28800 - 43200 £ per year.
This is a Permanent, Full Time vacancy that will close in a month at 23:59 BST. The Vacancy We are seeking an Investment Operations Analyst to join our Hymans Robertson Investment Services Operations team. This role offers a significant opportunity to help shape the team and play a key part in our business growth as a Discretionary Fund Manager. What will your role look like? As part of the Investment Operations team, you will report to a Senior Investment Operations Analyst and work collaboratively with a wide range of business partners including portfolio managers, business development managers, investment analysts, and other support units. The role requires some experience of investment administration, preferably from a portfolio or fund management background, but brokerage, custodian, and platform administration experience will also be considered. Key tasks include: Administer changes to portfolios on our management systems and external databases. Review and prepare client reports, including portfolio Factsheets. Implement and monitor portfolios on retail wrap platforms. Reconcile and validate portfolio records. Monitor client fee collection and payments. Engage with Wrap Platforms on asset availability and onboarding. Support governance meetings and relationship management. Maintain procedure guides and checklists. Assist in mailbox management and query resolution. Contribute to projects and initiatives. Candidate requirements: Experience in investment portfolio administration preferred; fund or asset administration considered. Thorough and detail-oriented. Proactive with ideas and improvements. Collaborative with strong teamwork skills. Ability to understand and articulate complex issues. Microsoft Office skills, especially Excel. Benefits include: Competitive salary and profit share scheme. Flexible employee benefits. Supportive work environment with mental health and wellbeing assistance. Development opportunities via mentoring and Aspire portal. Social activities, volunteering leave, and birthday leave. Hybrid working model with two in-office days per week. Flexible working hours between 7am and 7pm. We recruit on a rolling basis; early applications are encouraged. About Us We’ve been building better futures for over 100 years, focusing on diverse teams and innovative thinking. We offer pensions, investments, benefits, and risk consulting services, with over 1000 employees. We are committed to inclusivity and developing our people, welcoming applications from all backgrounds. Our hybrid model combines home and office working, supporting flexible patterns to meet individual needs. Find out more about our careers here . If you need assistance related to a personal requirement or condition during our process, please let us know. Join us and make this the best job you’ll ever have. We Offer Our culture: We embody our values—friendly, confident, partnering, straightforward—and care about our people, clients, community, and environment. Job satisfaction: Make a real difference, contribute to building better futures, and enjoy volunteering and sustainability initiatives. Reward and wellbeing: Competitive salaries, profit sharing, and comprehensive benefits, with attention to mental, physical, social, and financial health. Flexible working: Work patterns that suit your circumstances, balancing home and office. Latest technology: Up-to-date software and tools to facilitate our business solutions. Career development: Opportunities for learning and carving your own career path. #J-18808-Ljbffr
Investment Operations Analyst employer: Hymans Robertson LLP.
Contact Detail:
Hymans Robertson LLP. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Analyst
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Investment Operations Analyst role. Understanding tasks like portfolio administration and client report preparation will help you speak confidently about your relevant experience during interviews.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work in operations or fund management. Engaging with them can provide insights into the role and may even lead to referrals, increasing your chances of landing an interview.
✨Tip Number 3
Brush up on your Microsoft Excel skills, as they are crucial for this position. Consider taking a short online course or tutorial to enhance your proficiency, which will demonstrate your commitment to the role during discussions.
✨Tip Number 4
Prepare thoughtful questions about the company’s investment strategies and team dynamics. This shows your genuine interest in the role and helps you stand out as a proactive candidate during the interview process.
We think you need these skills to ace Investment Operations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment administration, portfolio management, or related fields. Use specific examples to demonstrate your skills and achievements that align with the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention how your background and skills make you a great fit for the Investment Operations Analyst role, and express your interest in contributing to their team.
Highlight Technical Skills: Emphasise your proficiency in Microsoft Office, particularly Excel, as well as any experience with investment management systems or databases. This will show that you have the technical skills necessary for the role.
Showcase Teamwork and Proactivity: In your application, provide examples of how you've worked collaboratively in previous roles and how you've contributed ideas for improvements. This aligns with the company's emphasis on teamwork and proactive problem-solving.
How to prepare for a job interview at Hymans Robertson LLP.
✨Showcase Your Investment Knowledge
Make sure to brush up on your investment administration knowledge, especially if you have experience in portfolio or fund management. Be prepared to discuss specific examples of how you've managed portfolios or reconciled records in the past.
✨Demonstrate Attention to Detail
As the role requires a thorough and detail-oriented approach, be ready to provide examples of how you've ensured accuracy in your previous work. Highlight any processes you’ve implemented to improve accuracy or efficiency.
✨Emphasise Teamwork Skills
Since collaboration is key in this role, think of instances where you've successfully worked with diverse teams. Share how you contributed to team projects and how you handled any challenges that arose.
✨Prepare for Technical Questions
Given the importance of Microsoft Office skills, particularly Excel, be prepared to answer technical questions or even demonstrate your proficiency. Familiarise yourself with common functions and tools that are relevant to investment operations.