At a Glance
- Tasks: Support investment transactions and contribute to operational projects in a dynamic environment.
- Company: Join a respected financial services business with a collaborative team culture.
- Benefits: Salary up to £28,000, professional study support, and excellent career progression.
- Other info: Opportunity to study for the Investment Operations Certificate (IOC) and grow your expertise.
- Why this job: Kickstart your career in investment operations and gain valuable industry experience.
- Qualifications: Interest in investment management, strong organisational skills, and attention to detail.
The predicted salary is between 40000 - 44000 £ per year.
An exciting opportunity has arisen for an Investment Operations Co-ordinator to join a growing Investment Operations team, providing vital back-office support to investment management activities. This is an excellent opportunity for someone looking to develop a career within investment operations, working in a highly regulated environment where accuracy, organisation and attention to detail are essential. You'll play a key role in supporting the full post-trade lifecycle while contributing to a range of operational projects and business initiatives.
The Role
As an Investment Operations Co-ordinator, you'll be responsible for a broad range of operational activities, ensuring investment transactions are processed accurately and in line with regulatory requirements. Alongside daily operational responsibilities, you'll also have the opportunity to support business improvement projects and develop your technical knowledge within investment management.
Key Responsibilities
- Provide post-trade support, including trade booking and CREST matching oversight
- Process the settlement of multi-asset trades within payment cut-off deadlines
- Complete daily, weekly and monthly client money and custody reconciliations in line with CASS requirements
- Investigate and resolve reconciliation exceptions promptly
- Support FCA transaction reporting and monthly reconciliations
- Process corporate actions including dividends, interest payments and stock events
- Produce and distribute regulatory client reports, including valuations, tax reports and cost and charges statements
- Process client withdrawals and cash movements with third-party providers
- Maintain regular client payment schedules
- Process payments to HMRC relating to client tax liabilities
- Maintain market, pricing and security static data
- Complete annual ISA subscription processing
- Set up and maintain client portfolios and account structures
- Review segregated cash balances and standing data
- Produce monthly portfolio valuations
- Process in-specie transfers
- Support business change projects and operational improvements
About You
The successful candidate will have:
- A genuine interest in investment management and financial markets
- Strong organisational skills with the ability to prioritise a varied workload
- Excellent problem-solving skills and attention to detail
- The ability to work effectively in a fast-paced environment
- Strong communication skills and the confidence to build relationships with internal and external stakeholders
- An understanding of investment products, asset classes and trade settlement processes
- Awareness of financial services regulation and investment principles
- A proactive, enthusiastic and accountable approach to work
Desirable Experience
- Advanced Microsoft Excel skills
- Knowledge of Microsoft Dynamics CRM or Intelligent Office
- Experience within Wealth Management or Investment Management
- Knowledge of pension and SIPP products
- Experience processing in-specie transfers
- Exposure to legal sector clients or vulnerable client cases, including trusts and Court of Protection matters
Professional Development
This role offers the opportunity to study towards the Investment Operations Certificate (IOC) through the Chartered Institute for Securities & Investment (CISI), helping you further develop your knowledge and build a successful career within investment operations.
What's on Offer?
- Salary up to £28,000 depending on experience
- Excellent career progression within investment operations
- Professional study support towards the IOC qualification
- Exposure to a broad range of investment and operational processes
- A collaborative and supportive team environment
- The opportunity to work within a highly respected and growing financial services business
If you're looking to build a long-term career in investment operations and want to join a business that will support your development, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16840.
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Investment Operations Co-ordinator in Sheffield employer: NJR Recruitment
Join a dynamic and growing eCommerce business that values creativity and innovation in the sports retail sector. With a remote working model complemented by bi-weekly team meetings in North Manchester, you'll enjoy a flexible work environment while contributing to exciting projects that drive market expansion. The company fosters a collaborative culture with ample opportunities for professional growth, making it an ideal place for motivated individuals looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Co-ordinator in Sheffield
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like NJR Recruitment, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like NJR Recruitment.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like NJR Recruitment.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including NJR Recruitment, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Operations Co-ordinator in Sheffield
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like NJR Recruitment want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to NJR Recruitment.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at NJR Recruitment will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to NJR Recruitment. Numbers speak louder than words!
How to prepare for a job interview at NJR Recruitment
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like NJR Recruitment want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withNJR Recruitment.
