Investment Operations Analyst

Investment Operations Analyst

Winchester Full-Time 36000 - 60000 £ / year (est.) No home office possible
Lane Clark & Peacock LLP.

At a Glance

  • Tasks: Support investment consulting clients with reporting, asset transfers, and performance monitoring.
  • Company: Join LCP, an award-winning consultancy with a people-first culture.
  • Benefits: Enjoy hybrid working, professional development, and a comprehensive wellbeing package.
  • Why this job: Make a real impact in the financial services sector while developing your skills.
  • Qualifications: Degree educated or relevant experience, with strong numeracy and attention to detail.
  • Other info: Inclusive workplace with opportunities for personal and professional growth.

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

Location - London or Winchester (hybrid working with a MINIMUM in office requirement of 3 days (60%) per week).

LCP is an award-winning consultancy providing advice on pensions, investments, insurance, energy, health analytics and employee benefits, advising nearly one quarter of the FTSE250 and half of the FTSE100 firms. We are a team of over 1200 across our offices in London and Winchester and currently have an exciting opportunity for an Investment Operations Analyst to join our Investment Consulting division!

What's the role?

The Operations Analyst team sits within the Investment Consulting department at LCP and focuses on specialising in a range of "middle office" tasks such as regular annual reporting (i.e. Report & Accounts, Implementation Statements, Scheme Returns), as well as asset transfers and performance monitoring for our investment consulting clients. The team also aids consulting clients by updating LCP monitoring software (such as Monitor and Visualise) and looks to find efficiencies within the department, as well as ensuring all clients are receiving a high-quality service from the investment department.

What will you be doing?

  • Drafting regulatory submissions/documents e.g. statement of investment principles, TCFD reports, stewardship reports, report and accounts, implementation statements etc.
  • Drafting and helping to oversee asset transfers between investment managers and liaise with managers during the transfers.
  • Calculating investment performance figures for performance monitoring purposes.
  • Updating LCP investment tools such as LCP Monitor and LCP Visualise, and utilise external systems such as Bloomberg and UBS Delta to support client team's reporting demands.
  • Gathering updates from fund managers with a view to supporting regular research monitoring and other client reporting demands.

What skills, qualities and experience are we looking for?

  • College, degree educated or with existing translatable experience.
  • Experience working in an office environment in a similar role or middle office role in the financial services.
  • Numerate.
  • Excellent attention to detail with the ability to work to strict deadlines and manage time effectively.
  • Excellent Excel, PowerPoint, Microsoft Office and project management skills.
  • Team player with a willingness to share ideas with others.
  • Commitment to delivering high quality work to clients.

Closing date for applications - Sunday 15 June at 5pm but could close earlier due to high volumes of applications.

Please note that successful candidates will be contacted to attend an assessment day at our office in London. Date TBC at present.

What's in it for you?

As well as joining a multi-award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. Currently our core benefits package includes:

  • Hybrid working.
  • Professional study support (where applicable).
  • Access to our internal Wellbeing, LGBTQ+, Multicultural and Women's networks.
  • Life assurance.
  • Income protection.
  • Enhanced maternity/paternity/adoption and shared parental leave.
  • 26 days annual leave (pro-rata for part-time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday.
  • Private medical insurance.
  • Discounted gym memberships, critical illness and dental insurance through our flexible benefits.
  • Cycle to work scheme.
  • Digital GP services.
  • Discretionary bonus scheme.
  • Season ticket loans.
  • Volunteering opportunities.

We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.

LCP is committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to help with your application.

Investment Operations Analyst employer: Lane Clark & Peacock LLP.

LCP is an award-winning consultancy that prioritises employee development and wellbeing, making it an exceptional employer for those seeking a fulfilling career in investment operations. With a vibrant work culture that promotes collaboration and inclusivity, employees benefit from hybrid working arrangements, comprehensive health packages, and professional study support, all while contributing to high-quality service for prestigious clients. Located in London and Winchester, LCP offers a dynamic environment where personal growth is encouraged, and diverse perspectives are valued.
Lane Clark & Peacock LLP.

Contact Detail:

Lane Clark & Peacock LLP. 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 people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching LCP and understanding their values and services. Tailor your answers to show how your skills align with their needs, especially in investment operations.

✨Tip Number 3

Practice common interview questions and scenarios related to investment operations. This will help you feel more confident and articulate during the actual interview.

✨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 serious about joining the team at LCP.

We think you need these skills to ace Investment Operations Analyst

Numeracy
Attention to Detail
Excel
PowerPoint
Microsoft Office
Project Management
Regulatory Document Drafting
Asset Transfer Coordination
Investment Performance Calculation
Client Reporting
Time Management
Team Collaboration
Efficiency Improvement

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Operations Analyst role. Highlight relevant experience and skills that match the job description, especially your attention to detail and numeracy skills.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit for our team at LCP. Keep it concise but impactful!

Showcase Your Skills: Don’t forget to mention your proficiency in Excel, PowerPoint, and other Microsoft Office tools. We love seeing candidates who can demonstrate their technical skills and project management abilities.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our awesome team!

How to prepare for a job interview at Lane Clark & Peacock LLP.

✨Know Your Numbers

As an Investment Operations Analyst, you'll be dealing with a lot of numerical data. Brush up on your financial metrics and performance figures before the interview. Be ready to discuss how you would calculate investment performance and any relevant tools you've used, like Excel or Bloomberg.

✨Understand the Middle Office

Familiarise yourself with the middle office functions in financial services. Be prepared to talk about your experience with tasks like regulatory submissions and asset transfers. Showing that you understand these processes will demonstrate your readiness for the role.

✨Showcase Your Attention to Detail

Attention to detail is crucial in this role. Prepare examples from your past work where your meticulousness made a difference. Whether it was catching an error in a report or ensuring compliance with regulations, these stories will highlight your suitability for the position.

✨Be a Team Player

LCP values collaboration, so be ready to discuss how you've worked effectively in teams. Share experiences where you contributed ideas or supported colleagues in achieving a common goal. This will show that you're not just a lone wolf but someone who thrives in a team environment.

Investment Operations Analyst
Lane Clark & Peacock LLP.
Location: Winchester

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>