At a Glance
- Tasks: Support Treasury, Transfers, Settlements, and Corporate Actions while managing changing priorities.
- Company: Dynamic investment firm with a focus on operational excellence.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: 12-month fixed-term contract with excellent career development potential.
- Why this job: Join a fast-paced environment where you can make a real impact every day.
- Qualifications: Detail-oriented, adaptable, and organised individuals are encouraged to apply.
The predicted salary is between 30000 - 40000 £ per year.
Investment Operations Analyst – (12m FTC) Treasury, Transfers, Settlements & Corporate Actions
We’re looking for a proactive, adaptable and detail‑driven
Investment Operations Analyst to join our busy Operations function.
If you thrive in a role where every week brings new challenges, fresh priorities and the chance to make a meaningful impact, this is an excellent opportunity to broaden your experience across multiple core operational teams.
This role can be based in either Edinburgh or Glasgow and is a Fixed Term position for 12months.
In this role, you’ll provide flexible support across
Treasury, Transfers, Settlements and Corporate Actions , helping teams manage workload peaks, deliver key business initiatives and maintain the highest standards of operational control.
From supporting payment processes and monitoring settlement exceptions to assisting with migrations and embedding new ways of working, you’ll play a vital part in ensuring our clients receive consistently excellent service.
Success here comes from being organised, collaborative and confident moving between different priorities—always with strong controls, accuracy and attention to detail at the heart of everything you do.
Key Responsibilities
- Provide day‑to‑day operational support across Treasury, Transfers, Settlements and Corporate Actions, responding to changing business priorities.
- Support payment and banking activities, including workflow monitoring, data validation and maintaining accurate records.
- Assist with client and account migrations, preparing, validating and tracking data throughout the migration lifecycle.
- Monitor operational queues, exceptions and reconciliations, helping to resolve issues promptly and effectively.
- Support settlement processing, static data updates and wider control activities across the investment operations function.
- Assist with the administration and processing of corporate actions events, ensuring all associated controls are followed.
- Maintain accurate management information, operational trackers, control logs and supporting documentation.
- Contribute to the implementation of new processes, system enhancements and operational change initiatives.
- Work closely with operational teams and Team Leaders to uphold high standards of client service, risk management and operational efficiency.
This role is hybrid working 3 days in the office.
To have a confidential conversation please apply attaching a word version of your CV.
Investment Operations Associate in Dunfermline employer: McFall Recruitment Limited
As an AI Solutions Engineer at our innovative company in Edinburgh, you'll be part of a dynamic team dedicated to transforming the wealth management industry through cutting-edge AI technology. We foster a collaborative work culture that prioritises employee growth, offering opportunities to shape impactful solutions while enjoying a competitive salary and the chance to work with leading technologies like Microsoft Foundry. Join us to not only advance your career but also contribute to meaningful change in how businesses operate.
Contact Details:
McFall Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Associate in Dunfermline
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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✨Connect with Alumni from Your Uni
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Keep your eyes peeled on job boards specifically for finance roles. Companies like McFall Recruitment Limited might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Investment Operations Associate in Dunfermline
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at McFall Recruitment Limited will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at McFall Recruitment Limited. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give McFall Recruitment Limited confidence in your short-term commitment to the role.
How to prepare for a job interview at McFall Recruitment Limited
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with McFall Recruitment Limited.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure McFall Recruitment Limited that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
