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- Tasks: Process and settle trades while managing complex queries and supporting team leadership.
- Company: Join a high-performing investment management business with a hybrid working environment.
- Benefits: Enjoy a flexible work setup, competitive salary, and opportunities for professional growth.
- Why this job: Make an impact in the finance world while developing your skills in a dynamic team.
- Qualifications: Experience in settlements and strong communication skills are essential.
- Other info: Collaborative culture with opportunities to support and coach others.
The predicted salary is between 36000 - 60000 £ per year.
We’re looking for an experienced Settlements Analyst to join a high-performing team within an investment management business. You’ll be responsible for the timely and accurate settlement of trades, acting as an escalation point for complex queries and supporting team leadership with oversight and control.
Our client operates a hybrid working environment, with offices in both Edinburgh and Glasgow.
Key Responsibilities- Process and settle internal and external trades
- Liaise with brokers, fund managers, and clients
- Manage pre-matching and monitor failed trades
- Support settlement across Crest, Euroclear, DTC and other markets
- Process Unit Trust and certificated trades
- Resolve cash and stock reconciliation breaks
- Monitor and report client money and asset shortfalls
- Provide oversight, authorisation, and support to the team leader
- Maintain strong operational controls and ensure regulatory compliance
- Experience in settlements within investment operations
- Strong communication skills with clients, brokers, and senior stakeholders
- Ability to bring structure, calm, and accuracy to complex workflows
- Confidence in challenging processes and driving improvements
- A collaborative approach with a willingness to support and coach others
Settlements Analyst in Glasgow employer: McFall Recruitment Limited
Contact Detail:
McFall Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Settlements Analyst in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management space. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by brushing up on your settlements knowledge. Be ready to discuss your experience with trade processing and reconciliation. We want to see how you handle complex queries, so think of examples that showcase your problem-solving skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Settlements Analyst role. We’re all about making the process smooth and straightforward, so don’t miss out on the opportunity to join our high-performing team!
We think you need these skills to ace Settlements Analyst in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Settlements Analyst role. Highlight your experience in settlements and investment operations, and don’t forget to showcase your strong communication skills with clients and brokers.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that demonstrate your ability to manage complex workflows and drive improvements.
Showcase Your Team Spirit: We love a collaborative approach! In your application, share examples of how you've supported and coached others in previous roles. This will show us that you’re not just about individual success but also about lifting the team.
Apply Through Our Website: Don’t forget to apply 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 awesome team!
How to prepare for a job interview at McFall Recruitment Limited
✨Know Your Settlements Inside Out
Make sure you brush up on your knowledge of settlements within investment operations. Be prepared to discuss specific processes like pre-matching, trade settlement across different markets, and how you handle reconciliation breaks. This will show that you’re not just familiar with the role but also passionate about it.
✨Showcase Your Communication Skills
Since you'll be liaising with brokers, fund managers, and clients, it's crucial to demonstrate your strong communication skills. Think of examples where you've effectively communicated complex information or resolved issues. Practise articulating these scenarios clearly and confidently.
✨Prepare for Complex Queries
As an escalation point for complex queries, you should be ready to tackle challenging questions during the interview. Consider potential scenarios that might arise in settlements and how you would approach them. This will highlight your problem-solving abilities and your calmness under pressure.
✨Emphasise Your Collaborative Spirit
The role requires a collaborative approach, so be sure to share experiences where you've supported or coached others. Discuss how you’ve contributed to team success and maintained operational controls. This will show that you’re not just a lone wolf but a team player who values collaboration.