At a Glance
- Tasks: Support fund launches and operations while collaborating with a dynamic team.
- Company: Leading investment management firm in Edinburgh with a strong reputation.
- Benefits: Competitive salary, hybrid work model, and focus on work-life balance.
- Other info: Great career growth opportunities in a supportive environment.
- Why this job: Join a pivotal role in fund operations and make a real impact.
- Qualifications: Experience with Unit Trusts, OEICs, and project coordination in financial services.
The predicted salary is between 36000 - 60000 £ per year.
A leading investment management firm is seeking a Fund Operations Specialist to join their highly regarded operations team in Edinburgh. The ideal candidate will have strong experience working with Unit Trusts and OEICs, alongside experience coordinating projects or operational initiatives related to fund launches.
Salary: Competitive and based on experience
Location: Edinburgh
Hybrid: 2 days in office/ 3 days from home, with flexibility to attend the office more frequently if preferred.
This is an exceptional opportunity for you to play a pivotal role in supporting the launch and ongoing operation of a diverse range of funds, while collaborating with knowledgeable colleagues across the business. With a strong focus on work-life balance, flexible working options are available to help you thrive both personally and professionally.
What you'll do
- Liaise with the fund administrator (transfer agent and fund accountant), custodian, and trustee & depositary on matters relating to fund launches and ongoing fund operations.
- Provide support for projects, including the launch of new funds, acting as a key representative in project meetings and supporting the incorporation of new initiatives into the existing operational and monitoring structure.
- Act as a key liaison between the business, fund administrators and project managers, helping coordinate fund launches and follow up on project deliverables and technical issues that arise.
- Support the Head of Fund Operations in implementing process changes and developing new operational functions across the firm's fund range.
- Participate in operational activities supporting the existing fund range and the monitoring of services delivered by outsourced administration providers.
- Handle ad-hoc operational issues and queries, including validation of information, management information (MI) and data requests.
- Participate in meetings with the administrator and trustee/depositary as required.
- Assist with the development of oversight and monitoring frameworks, including contributing to processes and procedures.
- Undertake project work as required, providing qualified direction to the fund administrator following research, analysis and investigation where necessary.
- Provide fund-related operational support to other departments and senior management, including second-checking, proof-reading and sharing best practice.
- Prepare submissions to internal committees and respond to audit requests.
- Interpret relevant regulations, statements of recommended practice and guidelines, assessing operational implications and making recommendations accordingly.
- Create and document new operational procedures where required.
- Analyse data and MI to identify trends, issues or anomalies.
- Deliver training to Fund Operations colleagues on any new processes created for new funds.
- Provide occasional cover for BAU Fund Operations activities, including NAV oversight where required.
What you bring
- Demonstrated experience within fund custody or administration environments- ideally gained at a custodian bank, fund management company or fund administrator- with deep understanding of transfer agency and fund accounting functions.
- Experience working with Unit Trusts and OEICs is essential; exposure to currency hedging and money market funds would be advantageous.
- Comprehensive knowledge of regulations governing funds (including FCA rules), with proven ability to interpret regulatory frameworks accurately and apply them effectively within operational settings.
- Experience coordinating projects or initiatives related to fund launches within financial services environments.
- Ability to analyse complex data sets thoroughly- identifying trends or anomalies- and present findings clearly for decision-making purposes.
- High degree of attention to detail when reviewing documentation or validating information under strict deadlines.
- Familiarity with CASS regulations would be advantageous but not essential.
- Excellent written, verbal, and presentation communication skills that enable you to connect with stakeholders at all levels both internally and externally.
Please apply today by submitting your CV!
Fund Operations Specialist in Edinburgh employer: Robert Walters UK
Join a leading investment management firm in Edinburgh as a Fund Operations Specialist, where you will be part of a highly regarded operations team dedicated to supporting fund launches and ongoing operations. With a strong emphasis on work-life balance and flexible hybrid working options, this role offers a collaborative work culture that fosters professional growth and development, making it an excellent choice for those seeking meaningful and rewarding employment in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Fund Operations Specialist in Edinburgh
✨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 Robert Walters UK. 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 Fund Operations Specialist in Edinburgh
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 Robert Walters UK.
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 Robert Walters UK'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 Robert Walters UK
✨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 Robert Walters UK.
✨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 Robert Walters UK 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 Robert Walters UK 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.
