At a Glance
- Tasks: Support investment operations and manage cash movements in a dynamic global environment.
- Company: Join Sompo, a leading global organisation committed to diversity and collaboration.
- Benefits: Enjoy competitive pay, health benefits, and professional development opportunities.
- Other info: Be part of a supportive team that values your contributions and fosters growth.
- Why this job: Make a real impact in investment operations while growing your career in finance.
- Qualifications: 7+ years in investment operations with strong analytical and communication skills.
The predicted salary is between 54000 - 66000 £ per year.
Are you looking for your next opportunity? Sompo has a unique opportunity for a Senior Investment Operations Analyst in our Investment & Treasury team. This role will support the Investment and Treasury team across a broad range of middle office and operational activities, with a particular focus on trade support, cash and liquidity movements, reconciliations, account maintenance, and operational controls. The successful candidate will bring a strong investment operations background, sound judgment, and the ability to operate effectively in a fast-paced, global environment.
This position will also play an important role in supporting investment activity across U.K., European and global markets, partnering with internal stakeholders and external counterparties to ensure accurate, timely and controlled execution of operational processes.
What you’ll be doing:
- Support and oversee account administration activities, including the onboarding of new investment portfolios, bank account openings, and ongoing account maintenance and updates.
- Oversee daily and intraday cash movements to support operating requirements, investment funding needs, and broader liquidity management activities.
- Coordinate securities transfers and margin-related activity, including the timely processing of margin calls.
- Oversee capital calls, ensuring appropriate recording, tracking and funding.
- Provide post-execution trade support for fixed income transactions, from confirmation through settlement, across U.K., European and other global markets.
- Perform and review cash and position reconciliations across investment portfolios, investigating and resolving exceptions on a timely basis.
- Liaise with traders, counterparties, custodians, banks and other internal and external stakeholders to resolve operational inquiries and settlement issues.
- Maintain standard settlement instructions and support the setup and ongoing maintenance of counterparty information.
- Support month-end, quarter-end and year-end reporting processes, including audit requests, control documentation and operational reporting.
- Contribute to the ongoing review and enhancement of operational procedures, controls and governance frameworks.
- Identify opportunities for process improvement, standardization and automation to enhance efficiency, scalability and risk management.
- Provide day-to-day guidance and informal mentorship to less experienced team members, as appropriate.
- Participate in ad hoc projects and strategic initiatives related to investment operations, treasury activities, systems implementation and process enhancements.
What you’ll bring:
- Bachelor’s degree in Finance, Accounting, or related business discipline.
- Significant relevant experience in investment operations, treasury operations or a related middle office function; senior-level experience expected, typically including 7+ years in a similar environment.
- Strong working knowledge of investment operations processes, including trade confirmation and settlement, reconciliations, cash management, account administration and collateral or margin activity.
- Experience supporting fixed income products across multiple markets and currencies preferred.
- Familiarity with operational requirements in U.K. and international market environments is strongly preferred.
- Prior experience working with ALERT, CTM, DTCC, Clearwater, Bloomberg AIM and Kyriba preferred.
- Advanced Excel skills, including the use of Pivot Tables, arrays, and lookup functions such as VLOOKUP/XLOOKUP.
- Strong analytical and problem-solving skills, with a high degree of accuracy and attention to detail.
- Ability to manage competing priorities and work effectively under pressure in a deadline-driven environment.
- Strong interpersonal, written and verbal communication skills.
- Collaborative, team-oriented approach with the confidence to engage across functions and with external market participants.
- Strong control mindset, with a focus on operational risk awareness, issue escalation and process discipline.
Preferred Attributes:
- Experience working within an insurance asset management, treasury or broader institutional investment environment.
- Exposure to global custodians, external investment managers and multi-currency portfolios.
- Familiarity with London market operating environments and the practicalities of supporting cross-border investment activity from a U.K. base.
- Demonstrated ability to improve processes and contribute to a well-controlled, scalable operating model.
At Sompo, we recognise that the talent, skills, and commitment of our employees drive our success. This is why we offer competitive, high-quality compensation and benefit programs to eligible employees. Our compensation program is built on a foundation that promotes a pay-for-performance culture, resulting in higher incentive awards, on average, when the Company does well and lower incentive awards when the Company underperforms. The total compensation opportunity for all regular, full-time employees is a combination of base salary and incentives that gets adjusted upfront based on overall Company performance with final awards based on individual performance. We continuously evaluate and update our benefit programs to ensure that our plans remain competitive and meet the needs of our employees and their dependents.
Below is a summary of some of the benefits we offer, which may vary depending on the country:
- Health & Wellness Benefits
- Retirement & Savings Plans
- Global Parental Leave & Adoption Assistance
- Employee Assistance Program
- Tuition Reimbursement & Professional Qualification benefits
Who we are and what we stand for:
At Sompo, our shared purpose is to create meaningful value for clients, communities, and each other. We strive to foster a workplace where everyone feels respected, included, and empowered to excel. As a global organization, we embrace diversity and champion equal opportunity. Guided by our core values—Accountability, Agility, Collaboration, Development, and Integrity—we build trust and support one another to achieve our goals worldwide.
Our values come to life in how we hire and grow talent. Employment decisions are based on qualifications, merit, and organizational need, and we strive to ensure equitable access to opportunities so everyone can do their best work. If you need an accommodation for any part of the application process, please contact the recruiter in charge.
Summary
Location: London, United Kingdom
Type: Full time
Senior Investment Operations Analyst in London employer: Sompo International
Sompo is an exceptional employer, offering a dynamic work environment in the heart of London where Actuarial Analysts can thrive and develop their careers. With a strong focus on collaboration, employee growth opportunities, and a commitment to diversity and inclusion, we provide competitive compensation and comprehensive benefits that support our employees' well-being and professional development. Join us to make a meaningful impact while working alongside experienced professionals in the exciting field of Specialty Lines insurance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Operations Analyst in London
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We think you need these skills to ace Senior Investment Operations Analyst in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Sompo International
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Sompo International.
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✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Sompo International employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
