At a Glance
- Tasks: Support daily operations in Treasury, Transfers, Settlements, and Corporate Actions.
- Company: Dynamic financial services firm with a focus on innovation and teamwork.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Join a fast-paced team and enhance your skills in a supportive environment.
- Why this job: Gain hands-on experience in investment operations while collaborating with diverse teams.
- Qualifications: Experience in financial operations or similar environments is preferred.
The predicted salary is between 31500 - 38500 £ per year.
- Investment Operations Analyst – 12‑Month FTC
- Transfers, Treasury, Settlements & Corporate Actions
- Edinburgh or Glasgow | Hybrid (3 days office)
We’re looking for an adaptable, detail‑focused Investment Operations Analyst who can bring strong transferable experience into a fast‑moving operations environment.
If you enjoy working across different processes, supporting multiple teams and applying your analytical skills to keep core investment operations running smoothly, this role offers an excellent opportunity to broaden your exposure across Treasury, Transfers, Settlements and Corporate Actions.
This 12‑month fixed‑term role is ideal for someone who has worked in financial operations, payments, reconciliations, trade support or similar environments and is confident moving between priorities as business needs evolve.
You’ll play a key part in supporting daily processes, resolving exceptions, contributing to change activity and helping teams maintain high standards of control and client service.
Success in this role comes from being organised, collaborative and comfortable applying your existing operational experience to new areas.
You’ll work closely with colleagues across the wider Operations function, supporting business initiatives, assisting with migrations and helping embed new ways of working — all while maintaining accuracy, strong controls and a client‑focused approach.
Key Responsibilities
- Provide day‑to‑day operational support across Treasury, Transfers, Settlements and Corporate Actions.
- Support payment and banking activities, including workflow monitoring, data validation and accurate record‑keeping.
- Assist with client and account migrations, preparing, validating and tracking data throughout the lifecycle.
- Monitor operational queues, exceptions and reconciliations, resolving 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 controls are followed.
- Maintain accurate MI, operational trackers, control logs and supporting documentation.
- Contribute to new processes, system enhancements and operational change initiatives.
- Work closely with operational teams and Team Leaders to uphold high standards of service, risk management and operational efficiency.
To arrange a confidential conversation, please apply with a Word version of your CV.
Investment Analyst in Livingston 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 Analyst in Livingston
✨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.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like McFall Recruitment Limited.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
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 Analyst in Livingston
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.
