Investment Operations Analyst

Investment Operations Analyst

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Monitor data feeds, manage portfolios, and support investment operations.
  • Company: Join TPT Retirement Solutions, a leader in workplace pensions with 75 years of experience.
  • Benefits: Enjoy a competitive salary, performance bonuses, and a supportive training plan.
  • Why this job: Gain hands-on experience in diverse asset classes and make a real impact.
  • Qualifications: Background in investments or pensions; professional qualifications are a plus.
  • Other info: Collaborative environment with opportunities for growth and innovation.

The predicted salary is between 36000 - 60000 £ per year.

TPT Investment Management, experts in fiduciary management for pension schemes, are seeking to hire an experienced Investment Operations Analyst. If you have a background in investments or pensions and want a collaborative and varied position, we want to hear from you. You’ll work closely with our Investment Management Team and gain experience across asset classes like bonds, equities, hedge funds, private markets, and property.

You Will Be Responsible For:

  • Monitoring the daily data feeds into our portfolio management system, Charles River Investment Management Solution (CRIMS) and managing any resultant issues.
  • Maintaining portfolio, asset, benchmark/index and associated data within Northern Trust custody, CRIMS, and downstream systems, ensuring all data is accurate.
  • Trade execution, cash postings, data management and settlement processes.
  • Supporting operational due diligence of external fund managers, client onboarding, and audit queries.
  • Assisting with internal and external reporting requirements.
  • Supporting wider business projects and cross-team communications.
  • Overseeing service providers.
  • Managing relationships with our parent company (TPT Retirement Solutions) through regular service reviews.

Skills & Qualifications:

  • Professional qualifications (IMC, CISI or similar) or working towards them.
  • Experience in asset management or pension schemes.
  • Proven experience in investment operations or administration.
  • Systems experience will ideally include CRIMS & Northern Trust Custody.
  • Good understanding of financial markets and instruments.
  • Strong analytical and organisational skills with a positive problem solving attitude.
  • Good verbal and written communication skills are required to engage & manage stakeholders both internally and externally.
  • Motivated, detail-oriented, and a team player.

We encourage applications from people who may not meet every requirement but believe they can make a difference at TPTIM. Apply today!

The Company:

TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with over 75 years experience of managing defined benefit and defined contribution pension schemes. It has £11.1 billion of assets under management (as at 30 September 2024) and 470,000 members. TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.

Benefits:

  • Competitive salary
  • Performance-related bonus
  • Pension scheme
  • Sports and social events
  • Training and development plan
  • Flu jabs

Investment Operations Analyst employer: Keg Wines International

TPT Retirement Solutions is an exceptional employer, offering a collaborative and dynamic work environment in the heart of London. With a strong focus on employee growth through training and development plans, competitive salaries, and performance-related bonuses, TPT fosters a culture of innovation and teamwork. Join us to be part of a forward-thinking organisation dedicated to enhancing pension schemes for the benefit of all stakeholders.
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Contact Detail:

Keg Wines International Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Operations Analyst

✨Tip Number 1

Network like a pro! Reach out to folks in the investment and pension sectors, especially those who work at TPT or similar companies. A friendly chat can open doors and give you insights that might just land you an interview.

✨Tip Number 2

Get your game face on for interviews! Research common questions for Investment Operations Analysts and practice your responses. We want you to showcase your analytical skills and problem-solving attitude with confidence.

✨Tip Number 3

Show off your systems knowledge! If you’ve worked with CRIMS or Northern Trust Custody, make sure to highlight that experience. We love seeing candidates who are already familiar with the tools we use.

✨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, it shows you’re genuinely interested in joining our team at TPT.

We think you need these skills to ace Investment Operations Analyst

Investment Operations
Data Management
Trade Execution
Cash Postings
Portfolio Management
Charles River Investment Management Solution (CRIMS)
Northern Trust Custody
Operational Due Diligence
Stakeholder Management
Financial Markets Knowledge
Analytical Skills
Organisational Skills
Problem Solving
Verbal Communication
Written Communication

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Operations Analyst role. Highlight your experience in investment operations, asset management, and any relevant qualifications like IMC or CISI. We want to see how your background aligns with what we do!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Be sure to mention specific skills that match the job description, like your analytical abilities and problem-solving attitude.

Showcase Your Systems Experience: If you've worked with systems like CRIMS or Northern Trust Custody, make sure to highlight that experience. We love candidates who are familiar with the tools we use, so don’t be shy about sharing your knowledge!

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 keen on joining our team at TPT Investment Management!

How to prepare for a job interview at Keg Wines International

✨Know Your Numbers

Brush up on your knowledge of financial markets and instruments. Be prepared to discuss how different asset classes like bonds, equities, and hedge funds work. This will show that you understand the core of what TPT Investment Management does.

✨Master the Systems

Familiarise yourself with Charles River Investment Management Solution (CRIMS) and Northern Trust Custody. If you have experience with these systems, be ready to share specific examples of how you've used them in past roles. If not, do some research to understand their functionalities.

✨Show Your Problem-Solving Skills

Prepare to discuss a time when you faced a challenge in investment operations or administration. Highlight your analytical skills and how you approached the problem. TPT values a positive problem-solving attitude, so make sure to convey that.

✨Engage with Stakeholders

Since the role involves managing relationships with various stakeholders, think of examples where you've successfully communicated with internal or external parties. Practice articulating your communication style and how you ensure everyone is on the same page.

Investment Operations Analyst
Keg Wines International
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