At a Glance
- Tasks: Join a dynamic team to manage client operations and ensure compliance with investment guidelines.
- Company: Schroders, a global investment manager with over 200 years of experience.
- Benefits: Gain a CISI Level 3 qualification, flexible working options, and a supportive community.
- Other info: Collaborative environment with opportunities for personal and professional growth.
- Why this job: Kickstart your career in finance while making a real impact on client operations.
- Qualifications: Strong communication skills, analytical mindset, and a passion for problem-solving.
The predicted salary is between 30000 - 40000 € per year.
About Operations
Operations is a busy and dynamic business area, with lots of exciting opportunities to build and develop your career. Our business area comprises a number of functions and Hubs working globally supporting the entire client journey. We support processes from onboarding new clients, transaction processing, derivatives, daily oversight of the Funds Net Asset Value (NAV) and ensuring that we meet all our Client, Fund and regulatory obligations.
The programme
You will join Schroders as a permanent employee and start your career in our Operations Academy, which currently runs for 18-24 months. During this time you will study for your CISI Level 3 - Investment Operations Certificate, learn on the job and have access to a wide range of soft skill training courses.
Who we're looking for
The role of Client Operations Analyst will primarily be focused on delivering the day-to-day responsibilities of the Oversight and Client Operations team. This role will involve working within the team responsible for Investment Restriction compliance management, ensuring effective pre and post trade mandate restriction monitoring – covering a wide range of products including (but not limited to) Equity, Fixed Income, Multi Asset, Solutions, QEP, EMD/Commodity and Property via our monitoring systems – predominantly Aladdin.
As an Analyst, you will play a critical role in delivering a robust control environment and supporting Investment Teams to ensure effective pre and post trade mandate restriction monitoring all within challenging deadlines. Over time you will provide subject matter expertise, particularly in the oversight and delivery of queries and tasks, and handling ad-hoc requests. The role requires the ability to multi-task and assist with query resolution. You will also support centralised service management activities, addressing both standard and specialised client requirements. In this role you will help foster a collaborative and supportive team environment. Your strong interest in problem solving and learning will help drive efficiency and innovation in our processes. You will thrive under pressure, demonstrating excellent organisational and communication skills.
About Schroders
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
At Schroders, we're known for doing things differently. That's why we’re building a home for the ambitious in Horsham, West Sussex. You’ll get all the benefits of being part of a world-leading FTSE 100 company. But you’ll also get the support of being part of a genuine local community. If you’re looking for opportunities that match your ambitions, you’ll find them right here in Horsham.
What you'll do
- Work within a team of analysts responsible for Investment Restriction Compliance Management: onboarding, violation oversight and query resolution.
- Assist with the delivery of daily overnight violation monitoring; helping with escalations and following up issues appropriately.
- Work with Investment desks / Product / Client Executives across all asset classes on investment guideline related matters and issues.
- Potentially providing advice and assisting pre-trade violation overrides.
- Ensure tasks are completed in accordance with procedures and delivered within agreed service levels.
- Help maintain broker and ready to trade coding in Aladdin and assist Trading Desks with initial queries and escalations.
- Aid delivery of mandate investment guideline onboarding and change activities appropriate for your level of experience and review the coding changes done by other team members.
- Review, update, test and troubleshoot errors, if any, on rules due to simple investment guidelines changes.
- Maintain updated procedure notes covering general processes around new functionality as it arises.
- Liaise with peers in the team and internal clients to deliver service to acceptable quality.
- Resolve queries received and deliver regular tasks to a high standard of quality and in a timely manner, continuously ensuring a robust and efficient control environment.
- Ensure any missed deadlines are communicated and recorded appropriately.
- Assist with audit/regulator/client queries and visits coordinating requests and ensuring timely delivery of responses.
- Handle the departmental administrative matters and projects together with the rest of the team, and support/cover the team’s BAU tasks when required to.
- Support the development of an effective team by fostering collaboration, sharing expertise, and contributing to a positive and inclusive working environment.
The knowledge, experience and qualifications that’ll help
- Any experience which demonstrates good communication, analytical skills, and working well within a team environment.
- Keenness to innovate and improve processes.
- Experience of prioritising workload, demonstrating a keen eye for detail, problem solving and confidence in communicating.
- Being organised and taking the initiative.
You must be at least 18 years old by the start date of the programme to apply for the advertised intake. You will need to study for your CISI Level 3 - Investment Operations Certificate outside of normal office hours. After your initial training, you have the option to work from home as well as in our office. Minimum expectation is 60% of the week working in our office.
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 characteristics.
Client Operations Analyst - Operations Academy in Horsham employer: Schroders
At Schroders, we pride ourselves on being an excellent employer, offering a dynamic work environment in Horsham, West Sussex, where you can build a meaningful career as a Client Operations Analyst. Our Operations Academy provides comprehensive training, including the opportunity to earn your CISI Level 3 - Investment Operations Certificate, while fostering a collaborative culture that values innovation and personal growth. With a commitment to diversity and inclusion, we ensure that every employee feels valued and supported in their professional journey.
StudySmarter Expert Advice🤫
We think this is how you could land Client Operations Analyst - Operations Academy in Horsham
✨Tip Number 1
Network like a pro! Reach out to current employees at Schroders on LinkedIn or through mutual connections. Ask them about their experiences and any tips they might have for landing the Client Operations Analyst role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of investment operations and compliance management. Familiarise yourself with terms like NAV and pre/post trade monitoring, so you can impress the interviewers with your understanding.
✨Tip Number 3
Show off your problem-solving skills during the interview! Think of examples from your past experiences where you tackled challenges effectively. This will demonstrate your ability to thrive under pressure, just like the role requires.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Schroders.
We think you need these skills to ace Client Operations Analyst - Operations Academy in Horsham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Operations Analyst role. Highlight any relevant experience in compliance management or client operations, and don’t forget to showcase your problem-solving abilities!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our Operations Academy and how your background makes you a great fit for the team. Keep it engaging and personal – we want to get to know you!
Showcase Your Team Spirit:Since collaboration is key in this role, make sure to mention any experiences where you’ve worked effectively in a team. We love seeing candidates who can foster a positive environment and contribute to team success!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Schroders
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Operations Analyst and the key responsibilities involved. Familiarise yourself with investment restriction compliance management and the tools mentioned, like Aladdin. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Problem-Solving Skills
Since the role involves query resolution and multi-tasking, prepare examples from your past experiences where you've successfully solved problems or managed multiple tasks under pressure. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Demonstrate Team Spirit
The job requires collaboration and fostering a supportive team environment. Be ready to discuss how you've worked effectively in teams before. Highlight any experiences where you contributed to a positive atmosphere or helped colleagues achieve their goals.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the Operations Academy or the team dynamics. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values.
