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- Tasks: Support investment operations and collaborate with various teams to ensure compliance and efficiency.
- Company: Join a leading investment firm known for its commitment to ethics and excellence.
- Benefits: Gain valuable experience, receive training, and enjoy a supportive work environment.
- Why this job: Kickstart your career in finance while making a real impact on investment operations.
- Qualifications: GCSEs and A Levels or equivalent; investment management knowledge is a plus.
- Other info: Training provided; perfect for those eager to learn and grow in the finance sector.
The predicted salary is between 36000 - 60000 £ per year.
Business Unit: Global Operations
As a Junior Investment Operations Analyst, you will provide support and services to both internal and external stakeholders. You will always represent Global Operations to the highest standard. The Investment Operations team supports the business with the following tasks:
- Client mandate and fund onboardings and offboarding.
- Governance processes.
- Guideline documentation.
- Manager contracting.
- Regulatory form oversight and reconciliations.
The team also provides critical support coverage to our front office, trading, compliance and operations team within our Order Management system Bloomberg. As a Junior Investment Analyst you will work closely with associates across Russell Investments including Investment Division, Compliance, Legal and Operations.
The responsibilities of the individual in this position include:
- Regulatory & Business conduct: Displaying exemplary conduct and living by our organisations Code of Conduct. Taking personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct across the business. Effectively and collaboratively identifying, escalating, mitigating and resolving risk, conduct and compliance.
- Internal Relationship Management: Interacting and coordinating with Portfolio Managers, Legal & Compliance, Operations, Technology, Sales, Operational Risk and Client Service on a regular basis. Maintaining a high degree of visibility within the organisation.
- Guidelines: Coding & Testing: Reviewing, interpreting and summarising investment guidelines for new mandates. Ensuring proper restriction coding is inputted into the company’s order management systems (Bloomberg AIM). Testing new and existing investment restrictions. Ensuring applicable investment guideline updates are implemented.
- Guidelines: Creating & reviewing documentation: Responsible for creating Fund/Account Guidelines documentation by reviewing IMA, Fund Prospectuses or Client SLAs. Working closely with Fund Managers, Risk and Compliance to ensure guidelines adhere to Client/Fund contracts.
The successful candidate will have extensive demonstrable skills and experiences including the following:
- GCSEs and A Levels or equivalent qualifications / equivalent experience required.
- Undergraduate degree preferred.
- Investment management knowledge is highly desirable.
- Familiarity with investment instruments (equities, fixed income, derivatives) and how guidelines apply preferred.
- A high-level understanding of key compliance regulations that impact guideline coding.
- Experience liaising with external managers on administrative and operational requirements.
- Moderate experience in compliance rule coding within Bloomberg CMGR.
- Understanding of investment guidelines, restrictions, and compliance rule coding for external managers.
- Ability to clearly document and explain coding rules to both internal teams and external managers.
- Strong logical reasoning and common sense in a soft skills context.
- Ability to interpret and input compliance rules and restrictions into Bloomberg.
- Utilisation of Excel for data analysis and troubleshooting compliance-related issues.
- Excellent attention to detail.
- Strong problem-solving skills.
Note - Training will be provided, so candidates with some, if not all, of the desired experience/skills will be considered.
Junior Analyst, Investment Operations employer: Russell Investments
Contact Detail:
Russell Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Analyst, Investment Operations
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Junior Analyst role.
✨Ace the Informational Interview
Set up informational interviews with folks already working in investment operations. This is your chance to ask questions, learn about their experiences, and get insider tips. Plus, it shows your genuine interest in the field, which can make a great impression!
✨Show Off Your Skills
When you get the chance to meet potential employers, whether in person or virtually, make sure to highlight your skills and experiences that align with the job description. Use specific examples from your past work or studies that demonstrate your understanding of investment guidelines and compliance.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. So, go ahead and submit your application for that Junior Analyst position!
We think you need these skills to ace Junior Analyst, Investment Operations
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Analyst role. Highlight any relevant experience or skills that match the job description, especially in investment management and compliance. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment operations and how your background aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the standards we uphold at StudySmarter.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Russell Investments
✨Know Your Stuff
Make sure you brush up on investment management knowledge and the specific instruments mentioned in the job description. Familiarise yourself with compliance regulations and how they apply to guideline coding, as this will show your potential employer that you're serious about the role.
✨Showcase Your Soft Skills
This role requires strong problem-solving skills and logical reasoning. Be prepared to share examples from your past experiences where you've successfully navigated challenges or collaborated with others. Highlighting your ability to communicate effectively with various teams will set you apart.
✨Get Comfortable with Bloomberg
Since the job involves using Bloomberg AIM for order management, it’s a good idea to familiarise yourself with its functionalities. If you have any experience with compliance rule coding, be ready to discuss it. Even if you’re not an expert, showing enthusiasm to learn can go a long way.
✨Ask Thoughtful Questions
Prepare some insightful questions about the team dynamics, the onboarding process, or how success is measured in this role. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
