At a Glance
- Tasks: Support trading operations, process trades, and manage client cash in a dynamic environment.
- Company: Join Mattioli Woods, a leader in financial services with a supportive culture.
- Benefits: Enjoy a competitive benefits package and support for industry qualifications.
- Other info: Great opportunities for career growth and a fun team culture.
- Why this job: Kickstart your career in investment operations and make a real impact.
- Qualifications: Strong numeracy, IT skills, and a proactive approach are essential.
Leicester (Hybrid) Full-time | 12 Month FTC
Are you a numerate, detail-oriented professional looking to build a career in investment operations? We have an exciting opportunity for an Investment Operations Administrator to join our Client Dealing team, playing a key role in monitoring client cash, processing trades, and investing client monies in a fast-moving and rewarding environment.
About the role
As part of the Investment Operations Client Dealing team, you will support the day-to-day trading requirements of the business – including client cash investment, sales, withdrawals, and model portfolio switching. You will work closely with Investment Managers, Client Relationship Managers, and the wider Finance team, and will be encouraged to contribute ideas to improve processes and drive better client outcomes.
What you’ll be doing:
- Processing trades, including client cash investment, sales, withdrawals, and model portfolio switches
- Liaising with Investment Managers, CRMs, and the Investment Operations team to respond to queries and act on dealing instructions
- Managing and prioritising your workload to meet service level agreements
- Working with the Finance team to ensure accurate deduction and reporting of fees from platforms
- Managing the centralised mailbox and assisting with project work alongside senior team members
- Proactively identifying process improvements and staying up to date with system and industry changes
What we’re looking for:
- Strong numeracy, literacy and IT skills, with particular proficiency in Microsoft Excel
- Excellent attention to detail and ability to work accurately under pressure
- Strong communication skills and ability to build effective working relationships across teams
- A proactive, organised approach with the ability to prioritise a varied workload
- Desire to obtain industry qualifications to a minimum of Level 3
What’s in it for you:
- Competitive benefits package including group pension, life assurance, income protection and health cash plan
- Support to study towards industry qualifications
- Excellent opportunities for career development and progression within investment operations
- Supportive team culture with charity events and regular social activities
About Mattioli Woods
With decades of experience in financial services and employee benefits, Mattioli Woods provides tailored, relationship-led solutions to our clients. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.
📩 Interested in joining us? Apply today or get in touch for a confidential conversation.
Developing Investment Administrator in Leicester employer: Mattioli Woods
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work environment for our Financial Services Administrators. With a focus on career progression, competitive benefits including hybrid working options, and a collaborative team culture, you will have the opportunity to develop your expertise while making a meaningful impact on our clients. Join us to be part of a team that values your contributions and supports your professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Developing Investment Administrator in Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Developing Investment Administrator in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mattioli Woods.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mattioli Woods's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mattioli Woods
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mattioli Woods.
✨Prepare for Case Studies
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✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Mattioli Woods employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
