At a Glance
- Tasks: Manage and implement investment orders, ensuring smooth transitions into client portfolios.
- Company: Join Cazenove Capital, part of the global investment manager Schroders.
- Benefits: Flexible working options, competitive salary, and a supportive team environment.
- Other info: Dynamic team culture with opportunities for growth and development.
- Why this job: Be at the forefront of wealth management and make a real impact on clients' financial futures.
- Qualifications: Strong Excel skills and a keen interest in AI and operational processes.
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.
What you’ll do
- Proactively managing and implementing significant order books on behalf of the Wealth Management Investment Committee, transmitting investment decisions into client portfolios
- 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
- Transitioning client portfolios into internal portfolio funds
- 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
- Strong Excel skills
- 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
- Eikon/Bloomberg experience
- 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 in London 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 the opportunity 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 in London
✨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 Excel skills and understanding of investment instruments. Be ready to discuss how you can apply AI in operational processes, as this is a key part of the role. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Practice articulating complex situations clearly. You’ll need to communicate with various stakeholders, so being able to explain your thought process in a coherent manner will set you apart. Role-play interviews with friends to get comfortable!
✨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 you’re genuinely interested in joining the team at Cazenove Capital. Let’s get you that interview!
We think you need these skills to ace Deal Implementation Specialist in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Deal Implementation Specialist role. Highlight your relevant experience and skills, especially in Excel and operational processes, to show us you’re the perfect fit!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that showcase your strong attention to detail and ability to manage multiple tasks under pressure. We love seeing how you’ve tackled challenges!
Be Clear and Concise:When writing your application, keep it clear and to the point. Avoid jargon and make sure your communication is easy to understand. We appreciate articulate candidates who can convey complex ideas simply.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Schroders
✨Know Your Numbers
As a Deal Implementation Specialist, you'll be dealing with significant order books and portfolios. Brush up on your Excel skills and be ready to discuss how you've used data analysis in previous roles. Prepare examples that showcase your numeracy and attention to detail.
✨Understand the Investment Landscape
Familiarise yourself with the investment industry, especially the workings of portfolio management and trading. Be prepared to discuss current market trends and how they might impact client portfolios. This shows your genuine interest in the role and the company.
✨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 under pressure or resolved misunderstandings. This will demonstrate your ability to thrive in a collaborative environment.
✨Show Your Adaptability
Cazenove Capital values those who can adapt to change. Be ready to share experiences where you've embraced new technologies or processes, particularly in relation to AI or operational improvements. Highlighting your proactive approach to change will resonate well with the interviewers.
