At a Glance
- Tasks: Support client investment and cash management activities across diverse asset classes.
- Company: Reputable investment firm managing $75 billion in assets.
- Benefits: Competitive salary, benefits, bonus, and a 9-month fixed-term contract.
- Other info: Opportunity for professional growth in a dynamic environment.
- Why this job: Join a global team and make a real impact in financial operations.
- Qualifications: Experience in investment operations and strong understanding of financial products required.
The predicted salary is between 70000 - 85000 £ per year.
Our client, a highly regarded Investment firm with circa $75Bil of AUM is looking to add to their centralised execution function within the broader Client Operations team by hiring an experienced Trade Operations professional to support the accurate and timely execution of client investment and cash management activities across a diverse range of asset classes. The successful candidate will be an integral member of the global Client Operations team and will report directly to the Head of Trade and Treasury Operations for Europe and Asia.
Roles & Responsibilities
- Responsible for ensuring client investment and treasury requirements are implemented in a timely and accurate manner across multiple asset classes including:
- Private placement and hedge funds (with specific attention paid to the terms of the funds they incl. fee classes, minimums, fund notice periods, gates, lock up periods)
- UCITs and Mutual fund orders
- Processing cash payments for clients and capital call payments for private placement funds.
- Review, validate, and issue execution instructions for a variety of investment products including:
- ETF funds and equity trades (being aware of specific tax and regional restrictions as well as resolving settlement issues).
- Foreign Exchange (spot and forwards for portfolio hedging purposes)
- Futures
- Direct fixed income.
- Process client cash payments, subscriptions, redemptions, and transfers in line with agreed deadlines.
- Manage and process capital call payments for private placement funds, ensuring funding is accurate and on time.
- Liaise with fund managers, custodians, administrators, and internal stakeholders to resolve queries and exceptions.
- Maintain accurate records and ensure compliance with internal controls, procedures, and regulatory requirements.
- Identify opportunities to improve operational efficiency and reduce operational risk.
Experience & Qualifications
- Experience in investment operations, fund administration, treasury operations, or middle office within financial services, ideally within an Asset Management environment.
- Strong understanding of investment products, particularly private placements, hedge funds, UCITS, and mutual funds.
- Proven ability to interpret and apply fund documentation and investment terms.
- Experience using Bloomberg AIM or other OMS.
- Familiar with the relevant market regulations and reporting requirements, such as MIFID II and EMIR.
- Demonstrate excellent judgment, and the ability to analyse issues quickly and independently, to take appropriate action with minimal supervision.
- Demonstrate the ability to evaluate and interpret numerical data in order to spot potential errors in complex trade execution plans.
- A proactive, collaborative approach with a strong sense of ownership and accountability.
To hear more about this exciting role, please contact Alex Brown on 020 7847 8878 or email your CV to alex@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 - 9M FTC £70-85K + bens and bonus employer: Meredith Brown Associates
Join a prestigious investment firm renowned for its commitment to excellence and innovation in the financial services sector. With a collaborative work culture that fosters professional growth, employees benefit from competitive salaries, comprehensive benefits, and performance bonuses, all while working in a dynamic environment that values operational efficiency and compliance. This role offers the unique opportunity to be part of a global team, contributing to impactful client operations across diverse asset classes in a thriving financial hub.
StudySmarter Expert Advice🤫
We think this is how you could land Trade & Treasury Operations - 9M FTC £70-85K + bens and bonus
✨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 Meredith Brown Associates.
✨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 Meredith Brown Associates 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 Trade & Treasury Operations - 9M FTC £70-85K + bens and bonus
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 Meredith Brown Associates 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 Meredith Brown Associates. 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 Meredith Brown Associates confidence in your short-term commitment to the role.
How to prepare for a job interview at Meredith Brown Associates
✨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 Meredith Brown Associates.
✨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 Meredith Brown Associates 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.
