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For Companies At a Glance
- Tasks: Support and improve operations with high-quality analysis and insights.
- Company: Dynamic investment firm focused on operational excellence.
- Benefits: Competitive salary, flexible working hours, and career development opportunities.
- Why this job: Join a team that drives impactful decisions and enhances operational efficiency.
- Qualifications: 5 GCSEs including Maths and English; A Levels preferred.
- Other info: Fast-paced environment with opportunities for growth and learning.
The predicted salary is between 36000 - 60000 £ per year.
The Operations Analyst supports the effective running, oversight, and continuous improvement of Group wide operations. The role provides high-quality analysis, management information, and insight across operations, third-party suppliers, change initiatives and operational risk, enabling senior leaders to make timely, evidence based decisions. Support is also provided to the investment team during periods of team holiday and sickness which involved deal processing and dealing administration, including MPS model updating.
Key Responsibilities
- Operational support and oversight
- Manage day-to-day operational queries, approvals, exceptions, and escalations received from third-party admin providers and other service providers.
- Handle Transfer Agency (TA) referrals, including investigation, coordination, and resolution.
- Monitor large deals and settlement activity, including chasing outstanding platform settlements where required.
- Support Consumer Duty activities, including complaints resolution, review of customer letters, application forms, website content, portal information, and customer guidance materials.
- Maintain complaints and breach logs, ensuring accurate records, timely updates, and appropriate escalation.
- Governance, reporting, and control
- Act as secretary to the Operational Governance Oversight Committee (OGOC), including agenda preparation, paper collation, minutes, and action tracking.
- Oversee elements of the reports and accounts process, coordinating inputs and tracking progress.
- Support the preparation and review of client money statements, including bi-annual statement reviews.
- Coordinate annual permissions with the depositary, including approval for half-day closures and related website updates.
- Supplier, depositary, and third-party oversight
- Support depositary due diligence activities and ongoing oversight.
- Coordinate annual due diligence and respond to periodic questionnaires, including the third party monthly questionnaire.
- Support DTCC-related operational processes where required.
- Operational change and specialist activities
- Support operational aspects of mergers and related calculations, dilution adjustment calculations, illiquid asset processes, platform set-up checks, TeX processes and associated communications.
- Maintain and update the operational knowledge base, policies, and procedures.
- Coordinate reviews and updates of terms and conditions, application forms, customer communications and letters, and website content.
- Investment Management operational support
- Support daily Fund of Funds dealing activity.
- Manage ICAV trade settlements, including Ireland-specific settlement requirements.
- Support Model Portfolio Service (MPS) rebalancing activities.
- Assist with equity dealing and associated trade processing.
- Support trade settlement activity for ICAV structures.
- General responsibilities
- Provide ad hoc operational analysis and support to senior stakeholders.
- Ensure all activities are completed in line with regulatory expectations, internal policies, and governance standards.
- Maintain clear documentation and evidence to support audit, oversight, and regulatory review.
- Proactively identify opportunities to improve processes, controls, and efficiency.
Knowledge, Skills & Qualifications
Essential Skills
- Strong PC literacy/ internet skills.
- Excellent working knowledge of Microsoft Word and Microsoft Excel.
- Professional telephone manner.
- Accurate data inputting skills.
- Ability to problem solve.
- Knowledge of platform update processes.
Beneficial Skills
- Other knowledge of the Microsoft Package: Microsoft PowerPoint, Microsoft Teams, SharePoint and Morningstar.
Essential Qualifications
- 5 GCSE's Grade A-C (must include Mathematics and English)
- A Levels
Beneficial Qualifications
- IMC, IOC
Essential Experience
- Understanding of either ACD or investment dealing requirements role.
Beneficial Experience
- Previous experience in a similar role.
Essential Qualities
- Ability to work as part of a team.
- Good attention to detail.
- Ability to work under high pressure.
- Confident manner, both written and verbal.
- Ability to prioritise and work to deadlines.
- Positive attitude.
- Ability to be flexible with tasks and learn quickly.
Operations Analyst in Lichfield employer: Marlborough Group
Contact Detail:
Marlborough Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Analyst in Lichfield
✨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 the company and role thoroughly. Understand their operations and challenges so you can showcase how your skills as an Operations Analyst can make a real difference.
✨Tip Number 3
Practice your problem-solving skills! Be ready to tackle hypothetical scenarios during interviews. Show them you can think on your feet and handle operational queries with ease.
✨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.
We think you need these skills to ace Operations Analyst in Lichfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Analyst role. Highlight relevant experience and skills that match the job description, like your analytical abilities and operational support experience. We want to see how you can contribute to our team!
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 your background aligns with our needs. Be sure to mention any specific experiences that relate to operational oversight or governance.
Showcase Your Skills: Don’t forget to highlight your strong PC literacy and proficiency in Microsoft Office, especially Excel and Word. If you have experience with investment dealing or operational processes, make sure to include that too. We love seeing candidates who are tech-savvy!
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 StudySmarter!
How to prepare for a job interview at Marlborough Group
✨Know Your Operations Inside Out
Before the interview, dive deep into the operations of the company you're applying to. Understand their processes, challenges, and how they handle third-party suppliers. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Analytical Skills
As an Operations Analyst, your ability to analyse data is crucial. Prepare examples from your past experiences where you've successfully used data to drive decisions or improve processes. Be ready to discuss specific tools or methods you used, especially in Microsoft Excel.
✨Prepare for Scenario-Based Questions
Expect questions that ask how you'd handle operational queries or manage escalations. Think of real-life scenarios where you had to problem-solve under pressure. Practising these responses will help you articulate your thought process clearly during the interview.
✨Demonstrate Your Team Spirit
The role requires collaboration with various teams, so be prepared to discuss how you've worked effectively in a team setting. Share examples that highlight your communication skills and your ability to support colleagues, especially during busy periods or challenges.
