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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 competitive salary, flexible work options, 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 a focus on operational excellence and regulatory compliance.
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
What You’ll Bring
- 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 Milton 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 Milton
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector and let them know you're on the lookout for a Settlements Analyst role. 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 brushing up on your knowledge of trade settlements and operational controls. Be ready to discuss your experience with brokers and clients, as well as how you've tackled complex queries in the past. Confidence is key!
✨Tip Number 3
Don’t just apply anywhere—focus on companies that align with your values and work style. Check out our website for openings that match your skills and interests. Tailor your approach to show why you’d be a great fit for their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them of your enthusiasm and fit for the Settlements Analyst position.
We think you need these skills to ace Settlements Analyst in Milton
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, mention any experiences where you’ve supported or coached others. 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. This will highlight your ability to engage with various stakeholders confidently.
✨Prepare for Complex Scenarios
Expect questions that challenge your problem-solving abilities. Prepare to discuss how you would handle complex queries or failed trades. Use the STAR method (Situation, Task, Action, Result) to structure your answers, showcasing your calmness and accuracy in high-pressure situations.
✨Emphasise Your Collaborative Spirit
This role requires a collaborative approach, so be ready to talk about times when you've supported or coached others. Highlight your willingness to work as part of a team and how you’ve contributed to improving processes. This will resonate well with the company’s values and culture.