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- Tasks: Join us as an Operations Associate to enhance our investment management processes and support the front office.
- Company: We're a boutique Investment Manager Firm in London, specializing in innovative investment solutions.
- Benefits: Enjoy a competitive salary, bonus structure, and a comprehensive benefits package including healthcare and pension.
- Why this job: Be part of a dynamic team, improve operational efficiency, and gain valuable experience in finance.
- Qualifications: A degree in finance or related field and 4 years of experience in operations within financial services are preferred.
- Other info: Initial 5 days in office until training is complete, then 4 days in office.
The predicted salary is between 36000 - 60000 £ per year.
***Operations Associate***
Robert Half is partnering with a boutique Investment Manager Firm based in London that specialises in providing investment solutions to hire a talented and driven Operational Associate from a financial service background.
***PLEASE NOTE: 5 days in office until probation and training is done, thereafter 4 days in office.
Role:
Seeking a detail-oriented and proactive Operations Associate to join our investment management firm. This role will involve supporting the front office while assisting with the implementation of new systems and processes to enhance operational efficiency.
Key Responsibilities:
- Assist in the planning, testing, and implementation of new systems, platforms, and software tools used across the investment management function. Ensure that these systems are aligned with the firm’s operational requirements and business objectives.
- Identify and support the optimisation of existing operational processes. Work with internal teams to document current workflows and implement improvements that drive efficiency, reduce risk, and enhance productivity.
- Provide operational support to the front office, including portfolio managers, traders, and analysts. This includes trade reconciliation, settlement support, data management, and ensuring smooth flow of trade instructions.
- Assist with the management and maintenance of key data, including trade data, market data, and client information. Ensure data accuracy and integrity across systems, performing data checks and resolving discrepancies.
- Oversee daily reconciliation of positions, cash, and P&L across various systems, ensuring accurate and timely reporting. Collaborate with front office teams to resolve discrepancies and support trade lifecycle management.
- Prepare and maintain reports for both internal and client-facing purposes. Ensure that reports are accurate, timely, and reflective of all operational activities and performance metrics.
- Ensure all operational processes adhere to regulatory requirements and internal controls. Assist with monitoring risks and identifying areas where controls can be enhanced.
- Document operational workflows and procedures, creating clear guidelines and training materials for the team. Train colleagues and new employees on system usage, processes, and best practices.
- Liaise with external vendors and service providers (e.g., custodians, brokers, and technology providers) to ensure smooth execution of operational tasks and troubleshoot any issues that arise.
- Provide ad-hoc support to senior management and other departments as needed, including special projects or process improvements.
Requirements:
- A degree in finance, business, economics, or a related field is preferred.
- At least 4 years of experience in an operations or support role within investment management, asset management, or financial services.
- Experience with implementing or supporting systems, technology, and process improvements is a plus.
- Strong understanding of financial markets, investment products, and trade lifecycles.
- Knowledge of trade processing, trade settlement, reconciliation, and financial data management.
Salary and Benefits:
- Competitive salary and bonus structure.
- Comprehensive benefits package, including healthcare, pension, and other perks.
Operations Associate employer: Robert Half
Contact Detail:
Robert Half Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Associate
✨Tip Number 1
Familiarize yourself with the specific systems and software tools commonly used in investment management. This knowledge will not only help you during the interview but also demonstrate your proactive approach to understanding the role.
✨Tip Number 2
Network with professionals in the investment management field, especially those who work in operations. Engaging with them can provide insights into the company culture and operational challenges, which can be valuable during your discussions with us.
✨Tip Number 3
Prepare to discuss specific examples of how you've optimized operational processes in your previous roles. Highlighting your experience in improving efficiency and reducing risk will resonate well with our team.
✨Tip Number 4
Stay updated on current trends and regulations in the financial services industry. Being knowledgeable about these topics will show your commitment to the field and your ability to adapt to changes that may impact our operations.
We think you need these skills to ace Operations Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operations and support roles within investment management or financial services. Emphasize your skills in implementing systems and process improvements, as well as your understanding of financial markets.
Craft a Strong Cover Letter: Write a cover letter that showcases your detail-oriented approach and proactive mindset. Mention specific examples of how you've contributed to operational efficiency in previous roles, and express your enthusiasm for the opportunity at the investment management firm.
Highlight Relevant Skills: In your application, clearly outline your skills related to trade reconciliation, data management, and operational processes. Make sure to mention any experience with financial data management and your ability to work collaboratively with front office teams.
Proofread Your Application: Before submitting your application, carefully proofread all documents to ensure there are no errors. A polished application reflects your attention to detail, which is crucial for the Operations Associate role.
How to prepare for a job interview at Robert Half
✨Show Your Financial Acumen
Make sure to demonstrate your understanding of financial markets and investment products during the interview. Be prepared to discuss your previous experiences in operations or support roles within financial services, highlighting specific examples that showcase your expertise.
✨Emphasize Attention to Detail
As an Operations Associate, attention to detail is crucial. Share instances where your meticulous nature helped identify discrepancies or improve processes. This will show that you can maintain data accuracy and integrity, which is vital for the role.
✨Discuss Process Improvement Experience
Be ready to talk about any experience you have with implementing new systems or optimizing existing processes. Highlight how you contributed to enhancing operational efficiency in your previous roles, as this aligns with the key responsibilities of the position.
✨Prepare for Technical Questions
Since the role involves working with various systems and platforms, expect technical questions related to trade processing, reconciliation, and data management. Brush up on relevant software tools and be prepared to explain how you've used them in past positions.
