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For Companies At a Glance
- Tasks: Review and send investment instructions across various asset classes while ensuring compliance.
- Company: Leading outsourced investment office managing $60B in assets globally.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- 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.
- Other info: Mentorship opportunities and a chance to improve processes in a fast-paced setting.
The predicted salary is between 60000 - 80000 £ 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.
Roles & Responsibilities
- 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 organisational skills, with the ability to multi-task in a fast-paced environment.
To apply for this exciting opportunity, please email your CV to linda@meredithbrown.com.
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.
Trade & Treasury Operations Senior Associate, London - £Exc employer: Meredith Brown Associates
Contact Detail:
Meredith Brown Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trade & Treasury Operations Senior Associate, London - £Exc
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in investment operations. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of asset classes and regulations like MIFID II and EMIR. We want you to be the go-to person for any questions they throw your way!
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've improved processes or managed risks in previous roles. This will highlight your proactive nature and fit for the role.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Trade & Treasury Operations Senior Associate, London - £Exc
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trade & Treasury Operations role. Highlight relevant experience in financial services and showcase your knowledge of investment asset classes. We want to see how your skills align with what we're looking for!
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, make sure to emphasise your attention to detail in your application. Use specific examples from your past roles where you’ve successfully managed checks and controls to minimise operational risks.
Highlight Your Technical Skills: Don’t forget to mention your proficiency in Microsoft Office, especially Excel, and any experience with Bloomberg AIM or other Order Management Systems. We love seeing candidates who are tech-savvy and can hit the ground running!
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 out on any important updates. Good luck!
How to prepare for a job interview at Meredith Brown Associates
✨Know Your Stuff
Make sure you brush up on your knowledge of investment asset classes and relevant regulations like MIFID II and EMIR. Being able to discuss these topics confidently will show that you're not just a candidate, but a knowledgeable professional ready to take on the role.
✨Showcase Your 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 difference. Whether it was catching an error in a report or improving a process, these stories will highlight your suitability for the position.
✨Demonstrate Problem-Solving Skills
Think of specific instances where you've tackled challenges in previous roles. Be ready to explain your thought process and how you arrived at solutions, especially in fast-paced environments. This will illustrate your ability to handle the demands of the job.
✨Build Rapport
During the interview, aim to build a connection with your interviewers. Ask insightful questions about their team and processes, and share your thoughts on how you can contribute. This will not only show your interest but also your proactive approach to relationship-building.