At a Glance
- Tasks: Support the investment lifecycle and ensure smooth operations across various asset classes.
- Company: Join a leading investment firm with a focus on innovation and teamwork.
- Benefits: Attractive salary, health benefits, and opportunities for professional growth.
- Other info: Dynamic role with exposure to high-profile stakeholders and career advancement potential.
- Why this job: Be a key player in investment operations and make a real impact on financial success.
- Qualifications: 2-5 years in investment operations and strong Excel skills required.
The predicted salary is between 50000 - 70000 £ per year.
We are seeking an Investment Operations Analyst to support the front‑to‑back investment lifecycle across multiple asset classes. This role typically sits within the middle office / investment operations function, supporting the front‑to‑back investment lifecycle and acting as a key control point between portfolio management, trading, compliance and fund accounting teams.
Key Responsibilities
- Supporting the end‑to‑end trade lifecycle across equities, fixed income and/or derivatives
- Performing daily trade, position and cash reconciliations, investigating and resolving breaks
- Liaising with portfolio managers, traders, compliance and fund accounting on operational issues
- Monitoring and clearing pre‑ and post‑trade compliance alerts
- Oversight of interaction with brokers, custodians and administrators
- Supporting NAV processes, pricing validation and corporate actions
- Contributing to controls, governance and process improvements within investment operations
Required Experience & Skills
- 2-5+ years' experience in investment operations, middle office or trade support
- Buy‑side exposure strongly preferred
- Experience with OMS platforms (e.g. Charles River, Aladdin, SimCorp, Geneva)
- Strong Excel skills; SQL or data skills often advantageous
- Comfortable operating in high‑control, stakeholder‑facing environments
Investment Operations Analyst employer: Selby Jennings
As an Investment Operations Analyst with us, you'll thrive in a dynamic and collaborative work culture that prioritises employee growth and development. We offer competitive benefits, including professional training opportunities and a supportive environment that encourages innovation and process improvement. Located in a vibrant financial hub, our company provides a unique chance to engage with industry leaders while contributing to the end-to-end investment lifecycle across diverse asset classes.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment operations space. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for those interviews! Research the company and understand their investment operations processes. We want you to be able to discuss how your experience aligns with their needs, especially around trade lifecycle management and compliance.
✨Tip Number 3
Show off your skills! If you’ve got experience with OMS platforms or strong Excel skills, make sure to highlight these in conversations. We want to see you confidently demonstrate how you can add value to their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. We’re always on the lookout for talented individuals who can support the end-to-end trade lifecycle and contribute to process improvements in investment operations.
We think you need these skills to ace Investment Operations Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in investment operations and showcases your skills with OMS platforms. We want to see how your background aligns with the role, so don’t be shy about emphasising your buy-side exposure!
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 you can contribute to our team. We love seeing enthusiasm and a clear understanding of the role.
Showcase Your Technical Skills:Since strong Excel skills are a must, make sure to mention any relevant projects or experiences that demonstrate your proficiency. If you have SQL or data skills, highlight those too – they can really set you apart from other candidates!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Selby Jennings
✨Know Your Investment Operations
Make sure you brush up on the end-to-end trade lifecycle, especially across equities, fixed income, and derivatives. Familiarise yourself with common operational issues and how they relate to portfolio management, trading, compliance, and fund accounting.
✨Showcase Your Technical Skills
Since strong Excel skills are a must, be prepared to demonstrate your proficiency during the interview. If you have experience with OMS platforms like Charles River or Aladdin, highlight that too. Consider bringing examples of how you've used these tools in past roles.
✨Prepare for Stakeholder Interaction
This role involves liaising with various teams, so practice articulating how you've successfully communicated and resolved issues with stakeholders in previous positions. Think of specific examples where your communication made a difference.
✨Emphasise Process Improvement
Be ready to discuss any contributions you've made towards controls, governance, or process improvements in investment operations. Companies love candidates who can think critically about efficiency and effectiveness, so come armed with ideas and experiences.
