Investment Operations Analyst in Leeds

Investment Operations Analyst in Leeds

Leeds Full-Time No home office possible
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Schroders Personal Wealth

Investment Operations Analyst page is loaded## Investment Operations Analystlocations: Leedstime type: Full timeposted on: Posted Todayjob requisition id: JR001321**Job Type**Fixed Term (Fixed Term)**Closing Date**30/01/2026Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.In this role, you’ll play a vital part in keeping our operations running seamlessly. The Investment Operations Analyst is a key administrative role that facilitates tasks to support the smooth operation of the business. This role involves managing colleague expectations, handling operational requests, and identifying opportunities for improving workflows and processes.**Role** | Maternity cover – 12 months**Location** | Yorkshire**Salary** | £23,344 – £25,678**Investment Operations Analyst** to join our team on a 12-month fixed-term contract. In this role, you’ll play a key part in ensuring smooth operations, supporting colleagues and clients and driving process improvements**Key Responsibilities:** * Manage and prioritise operational requests from clients and colleagues, ensuring timely and accurate responses* Deal with client requests, consistently ensuring every action we take benefits our clients, putting them first to provide the best possible experience* Analyse current administrative processes and recommend improvements for better efficiency – cultivating a continuous improvement mindset* Escalate issues, risks, and technology-related problems appropriately and provide solutions* Support with ad hoc projects and initiatives* Service Level Adherence: Ensure all tasks are completed within the agreed SLAs, maintaining a high level of service quality* Being receptive to change and embracing a willingness to implement and embed new processes and technology* Address and resolve basic incidents and requests related to business support systems and queries**Key Skills & Competencies*** Dedicated to providing a positive client experience, demonstrating empathy and professionalism in all interactions* Strong analytical and problem-solving skills* Ability to handle multiple tasks and prioritise effectively* Knowledge of business operations and systems/business requirements processes* Strong organisational skills and the ability to work productively in a dynamic environment* Excellent communication skills, both written and verbal, with the ability to manage stakeholder expectationsWe understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.**Some fantastic benefits SPW colleagues enjoy:*** **Generous Holiday Entitlement:** 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.* **Health & Wellbeing:** Company-paid Private Medical Insurance, Life Insurance, and Health Screening.* **Company Pension Contribution:**A matched pension contribution of up to 15% of your base pay.* **Cash Allowance:** Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.* **Bonus Opportunity:** Dependent on individual/company performance (eligible after 3 months’ service)* **Financial Advice**: Access to free financial advice to help secure your financial future.To find out more, please visit **We support flexible working:**At SPW, we know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way. We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.**You belong here:**At SPW, we embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.Schroders Personal Wealth operates under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.“It’s great that you have clicked this far. What we are building at SPW has clearly caught your attention and you’re interested in working with us to change lives through providing more financial advice to more clients. If you need more insight about what it’s like to work here, check out our careers page onIf you are ready to explore our vacancies further, get scrolling! The \’Search for Jobs\’ page shows you all our current roles, each providing an opportunity to develop your career in an organisation that, through innovative products and technology and a clear client focus, has set its sights on being at the forefront of the Wealth Management market.If there is no suitable role for you now, keep checking in. New roles come live all the time and they don’t always stick around for long!” #J-18808-Ljbffr

Schroders Personal Wealth

Contact Detail:

Schroders Personal Wealth Recruiting Team

Investment Operations Analyst in Leeds
Schroders Personal Wealth
Location: Leeds
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