At a Glance
- Tasks: Review and send investment execution instructions across various asset classes.
- Company: Leading outsourced investment office managing $60B in assets globally.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to mentor junior team members and enhance your career in a fast-paced setting.
- Why this job: Join a pivotal role in finance and make a real impact on investment operations.
- Qualifications: Investment Operations Certificate or similar experience in financial services required.
The predicted salary is between 50000 - 70000 £ per year.
Our client is a leading outsourced investment office, managing $60B in assets across a diverse portfolio of endowments, foundations, investment professionals, and prominent families globally. Our client is looking for a detail-oriented and proactive individual to join their client's centralised execution function within the broader Client Operations team. This pivotal role will involve reviewing and sending investment and cash execution instructions across multiple asset classes.
- Review and send execution instructions for private placement funds, hedge funds, UCITS, mutual funds, ETFs, equity trades, foreign exchange, futures, and direct fixed income.
- Ensure timely and accurate implementation of client and portfolio investment and treasury needs.
- Own various checks and controls, ensuring operational risks are minimised and processes are continually improved.
- Manage ad-hoc projects, focusing on process improvement and scalability.
- Build relationships with external custodians and brokers to ensure optimal transaction and settlement processes.
- Maintain full compliance with regulatory requirements and uphold fiduciary duties.
- Act as a mentor and role model for junior team members, providing training and guidance.
- Ensure adherence to information security and data protection regulations.
Experience & Qualifications
- The Investment Operations Certificate (IOC) or Investment Management Certificate (IMC) is essential.
- Experience in a similar role within financial services (e.g., private bank, middle office, settlement agency).
- Strong knowledge of major investment asset classes and relevant regulations (e.g., MIFID II, EMIR).
- Proficiency in Microsoft Office, particularly Excel and Outlook.
- Experience using Bloomberg AIM or other Order Management Systems (OMS).
- Excellent attention to detail and quantitative analysis skills.
- Strong judgment, problem-solving ability, and the capacity to work independently with minimal supervision.
- Excellent communication and organizational skills, with the ability to multi-task in a fast-paced environment.
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.
Trade & Treasury Operations employer: Meredith Brown Associates Ltd
Our client is an exceptional employer, offering a dynamic work environment that fosters professional growth and development within the financial services sector. With a strong emphasis on collaboration and innovation, employees are encouraged to take ownership of their roles while benefiting from comprehensive training and mentorship opportunities. Located in a vibrant area, the company provides a supportive culture that values diversity and inclusion, making it an ideal place for individuals seeking a meaningful and rewarding career in Trade & Treasury Operations.
Contact Details:
Meredith Brown Associates Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trade & Treasury Operations
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching the company and its operations. Understand their investment strategies and be ready to discuss how your skills align with their needs.
✨Tip Number 3
Showcase your expertise during interviews. Bring examples of how you've improved processes or managed risks in previous roles. This will demonstrate your proactive approach and attention to detail.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trade & Treasury Operations
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Trade & Treasury Operations role. Highlight relevant experience and skills that match the job description, especially your knowledge of investment asset classes and regulatory requirements.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that demonstrate your attention to detail and problem-solving abilities.
Showcase Your Qualifications:Don’t forget to mention your Investment Operations Certificate (IOC) or Investment Management Certificate (IMC). These qualifications are essential, so make them stand out in your application!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Meredith Brown Associates Ltd
✨Know Your Asset Classes
Make sure you brush up on your knowledge of various investment asset classes like private placement funds, hedge funds, and ETFs. Being able to discuss these confidently will show that you're not just familiar with the terms but understand their implications in the role.
✨Demonstrate Attention to Detail
Since this role requires a keen eye for detail, prepare examples from your past experiences where your attention to detail made a significant impact. Whether it was catching an error in a report or ensuring compliance with regulations, these stories will highlight your suitability for the position.
✨Showcase Your Problem-Solving Skills
Be ready to discuss specific challenges you've faced in previous roles and how you overcame them. This could involve managing operational risks or improving processes. Employers love candidates who can think critically and adapt to changing situations.
✨Build Rapport with Interviewers
Remember, interviews are a two-way street! Engage with your interviewers by asking insightful questions about their operations and team dynamics. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
