At a Glance
- Tasks: Manage and implement investment strategies while collaborating with various teams.
- Company: Join Cazenove Capital, part of the global investment manager Schroders.
- Benefits: Flexible working options, competitive salary, and a supportive team environment.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Be at the forefront of wealth management and make a real impact on clients' futures.
- Qualifications: Experience in finance, strong IT skills, and a collaborative mindset.
The predicted salary is between 50000 - 70000 £ per year.
About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
About Schroders, our parent company
We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
The base
We have been in 1 LWP since 2018. We’re close to our clients, in the heart of the UK’s financial centre. And we have everything we need to work flexibly.
The team
The Deal Implementation Team (DIT) is a centralised dealing function for the Wealth Management business providing a variety of support functions to Portfolio Managers and the Investment Team, liaising with multiple stakeholders across the rest of the business. The team provides the deal implementation function for the Front Office and the transmission mechanism for the Investment Team output into client portfolios. The team is embedded within the Banking, Lending and Trading team and reports into the Global Head of Trading.
Who we’re looking for
The successful candidate will be a dynamic, confident self-starter joining the Cazenove Deal Implementation Team. The role is based in London. The role may be performed remotely in line with Schroders’ guidance from time to time.
- Managing internal unit trust portfolios which replicate the strategy set by the Investment Committee
- Proactively managing and implementing significant model orders for the Direct Equity Committee
- Accurately replicating these model changes across a large number of DIT delegated portfolios
- Managing the daily FX and cash flows into internal portfolio funds
- Weekly reconciliation of internal portfolio funds back to model
- Reflecting direct equity model changes across numerous portfolios on a weekly, monthly and ad-hoc basis
- Managing internal books for placings and IPOs
- Calculating and implementing programme and block trades and liaising between the Dealing Desk and Portfolio Managers
- Developing and maintaining spreadsheets which contain reference information used by Portfolio Managers
- Assist in testing and implementation of systems changes
- Act as central point of communication between Portfolio Managers, Dealing Desk, Settlements and other operational areas of the business, as well as external counterparties and custodians
- Provide general administrative support to team manager as required
- Produce reports and statistics to stakeholders when requested
- A variety of daily, weekly and monthly reporting functions
The knowledge, experience and qualifications you need
- Knowledge and proven experience of employing AI into operational processes
- IT literacy – ability to develop using SQL (or similar) and/or keenness to learn
- Skilled at using MS Office
- Understanding of dealing and settlement across different investment instruments
The knowledge, experience and qualifications that will help
- Knowledge/experience of the investment industry
- Back office/operations background
- Experience of working for financial services’ businesses
- IAQ, IOC or IMC
What you’ll be like
- Numerate
- Ability to think clearly and calmly under pressure
- Articulate complex situations in a coherent manner
- Strong attention to detail and high aptitude for accuracy
- Confident to communicate with a broad array of stakeholders across all levels and business areas
- Enjoy working within a collaborative team environment
- Happy to question the status quo and proactively engage with change
We recognise potential, whoever you are. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Deal Implementation Specialist employer: Schroders
Cazenove Capital is an exceptional employer, offering a dynamic work environment in the heart of London's financial centre. With a strong commitment to employee growth and a culture that values diversity and inclusion, we provide our team members with opportunities to thrive in their careers while contributing to meaningful client outcomes. Our flexible working arrangements and collaborative atmosphere ensure that every employee feels valued and empowered to make a difference.
StudySmarter Expert Advice🤫
We think this is how you could land Deal Implementation Specialist
✨Tip Number 1
Network like a pro! Reach out to current employees at Cazenove Capital on LinkedIn. Ask them about their experiences and any tips they might have for landing the Deal Implementation Specialist role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of investment instruments and operational processes. Be ready to discuss how you can apply AI in these areas. Show us that you're not just a fit for the role, but that you’re excited about it!
✨Tip Number 3
Practice your communication skills! You’ll need to articulate complex situations clearly. Consider doing mock interviews with friends or using online platforms to get comfortable with discussing your experience and ideas.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re genuinely interested in joining the team at Cazenove Capital.
We think you need these skills to ace Deal Implementation Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Deal Implementation Specialist role. Highlight relevant experience and skills that match the job description, especially your knowledge of investment processes and IT literacy.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the team. Mention your proactive approach and how you can contribute to the success of the Deal Implementation Team.
Showcase Your Attention to Detail:In a role where accuracy is key, demonstrate your attention to detail in your application. Double-check for any typos or errors, and consider including examples of how you've maintained high standards in previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Schroders
✨Know Your Numbers
As a Deal Implementation Specialist, you'll be dealing with portfolios and financial data. Brush up on your numeracy skills and be prepared to discuss how you manage and analyse data accurately. Bring examples of how you've used numbers to make decisions or improve processes in previous roles.
✨Showcase Your Tech Savvy
Familiarity with SQL and MS Office is key for this role. Be ready to talk about any experience you have with these tools, or express your eagerness to learn. You might even want to mention specific projects where you've implemented technology to streamline operations.
✨Communicate Clearly
You'll need to liaise with various stakeholders, so practice articulating complex ideas simply and clearly. Think of examples where you've successfully communicated across different teams or levels in an organisation, especially in high-pressure situations.
✨Embrace Change
Cazenove Capital values those who question the status quo. Prepare to discuss times when you've proactively engaged with change or suggested improvements. This shows you're not just a follower but a dynamic self-starter who can contribute to the team's success.
