At a Glance
- Tasks: Lead a team to oversee investment servicing and drive continuous improvement.
- Company: Join The Openwork Partnership, a dynamic and ambitious company.
- Benefits: Enjoy a competitive salary, bonus scheme, and flexible benefits.
- Other info: Hybrid role in Swindon with a focus on inclusivity and personal development.
- Why this job: Make a real impact in a fast-paced environment with growth opportunities.
- Qualifications: Experience in investment servicing operations and team leadership is preferred.
The predicted salary is between 65000 - 75000 £ per year.
The Investment Servicing and Oversight Lead is responsible for ensuring effective delivery and oversight of the platform’s middle and back office investment servicing capabilities.
The role leads a small team, owns the operating rhythm and MI for investment servicing, and drives issue resolution and continuous improvement across vendor and internal stakeholders.
Please note, this is a hybrid role based in Swindon.
Benefits package
- Salary - £65,000 - £75,000 depending on experience
- Bonus scheme - on target bonus - 15%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key accountabilities
- Lead day-to-day oversight of vendor-delivered investment servicing, ensuring processes, controls and evidencing meet agreed standards and customer outcomes.
- Own the monitoring of key Investment Servicing capabilities.
- Provide first line oversight support for CASS-related operational controls and evidencing, including monitoring vendor performance.
- Provide oversight of dealing operations, monitoring exceptions/fails, vendor controls, and ensuring timely resolution and escalation of material dealing issues.
- Lead and develop the investment servicing analysts, setting clear work allocation across oversight activities, quality reviews, MI production and issue management.
- Own the operational rhythm with the vendor (service reviews, KPI/SLA packs, actions, escalations) and ensure outcomes are visible through governance.
- Drive continuous improvement of investment servicing processes and controls (including readiness for platform changes/releases), ensuring controlled handover into BAU and sustained service performance.
What will you need to succeed?
- Proven experience within platform investment servicing operations including asset/static data management, pricing/distributions, corporate actions and exception management.
- Comfortable working in a regulated environment with strong focus on customer outcomes, operational risk management, incident/breach handling.
- An entrepreneurial mindset with ability to think outside the box and come up with new ideas.
- Experience leading, coaching and developing a team is beneficial.
- Analytical and structured: uses MI to identify trends, drives root cause analysis, and communicates clear actions and escalations.
Why us?
At The Openwork Partnership, we're a dynamic, fast paced, and growing business with huge ambition.
This is all made possible by the brilliant people who are part of The Openwork Partnership family.
We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.
We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022.
The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal.
We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier.
At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work.
We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
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Investment Servicing and Oversight Lead in London employer: Openwork Limited
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. Located in Swindon, we offer a competitive benefits package, including a generous salary, bonus scheme, and flexible working arrangements, all within a supportive culture that values individuality and promotes work-life balance. Join us to be part of a team that is committed to continuous improvement and making a meaningful impact in the investment servicing sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Servicing and Oversight Lead in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Openwork Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Servicing and Oversight Lead in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Openwork Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Openwork Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Openwork Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Openwork Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Openwork Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Openwork Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
