At a Glance
- Tasks: Manage fund administration and ensure accurate delivery while driving continuous improvement.
- Company: Join Standard Life, a leader in retirement solutions with over 200 years of experience.
- Benefits: Enjoy a competitive salary, 38 days annual leave, private medical cover, and more.
- Other info: Flexible working options and a culture that values curiosity and accountability.
- Why this job: Make a real impact in investment operations while developing your expertise in a supportive environment.
- Qualifications: In-depth knowledge of investment operations and strong Excel skills are essential.
The predicted salary is between 40000 - 50000 € per year.
If you’re a collaborative and proactive Investment Operations professional who is skilled in interpreting unit‑linked or fund‑related data, with the confidence to communicate complex operational information clearly, our Retirement Solutions & Asset Management Investment Operations team would love to meet you.
Job Type: 9 months FTC / Secondment
Location: This role can be based in either of our Midlands offices (Telford / Birmingham) or Edinburgh. The team spends 3 core days in the office and 2 days working flexibly from home or in the office per week, depending on business needs.
Salary & Benefits: From £40,000 (subject to experience) + bonus, private medical cover, 38 days annual leave, excellent pension, 12× salary life assurance, career breaks, income protection, 3× volunteering days and much more.
Who are we? We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.
The Team: Our Investment Operations team are responsible for the administration of around 5,000 unit‑linked and with‑profits funds with over 17,000 pricing series linked to them. On a daily basis, Investment Operations are responsible for oversight of fund accounting and unit pricing, unit matching and box management, trade and settlement processing, validating and overseeing instructions from Standard Life’s Portfolio Management team, and maintaining the data that underpins all our fund‑related activities.
The Role: In this role you’ll need to apply your technical skills and experience to a range of regular core tasks whilst working with colleagues across our Investment Operations teams to define what and how we deliver our services to customers across the business. This will be a varied role so you’ll need to be able to adapt quickly as focus shifts between the core deliverables of Investment Operations. You’ll need to build on your existing investment operations expertise to quickly become a technical expert on how we administer our funds – we’ll make sure you’re fully supported on this. It’s critical that you’re comfortable challenging how things are done, finding solutions to problems, and guiding others around you to do the same.
Key Responsibilities:
- Build upon strong expertise in Investment Operations, particularly fund administration, pricing, box management and fund activity, ensuring accurate and safe delivery while supporting others to develop their understanding.
- Plan, oversee and take ownership of team deliverables, contributing to effective prioritisation and ensuring activities are delivered accurately and on time.
- Drive continuous improvement initiatives, identifying efficiencies, enhancing ways of working, and encouraging a culture where improvement and challenge are embedded.
- Manage key internal and external stakeholder relationships, working confidently with partners and suppliers to resolve issues, align priorities, and deliver positive outcomes for customers.
- Apply strong operational risk awareness, ensuring appropriate controls are followed, issues are identified early, and risks are managed effectively.
- Use data and insight to support decision‑making, responding to ad‑hoc requests and complex issues with clear, well‑reasoned analysis.
- Communicate confidently with stakeholders at varying levels of seniority, clearly explaining complex or technical matters and representing Investment Operations with credibility.
What We're Looking For:
- In‑depth knowledge of Investment Operations functions covering unit‑linked fund administration processes (including unit pricing, unit matching, box management and trading).
- Understanding of outsourced fund administration service provision, and necessary oversight of that service.
- Understanding of fund hierarchies and fund data structures.
- Proven ability to communicate complicated technical content to stakeholders at all levels.
- Strong Excel skills with demonstrated experience working with data – if you’ve started exploring VBA, that’s a bonus, not a must‑have.
EEO Statement: We are committed to ensuring that everyone feels accepted and welcome. Applicants from all backgrounds are encouraged to apply. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
Other Information: Find out more about working at Standard Life: Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us
Investment Operations Senior Analyst - 9m FTC/Secondment in Birmingham employer: Standard Life plc
At Standard Life, we pride ourselves on being an exceptional employer, offering a supportive and flexible work environment that prioritises employee well-being and professional growth. With competitive salaries starting from £40,000, generous benefits including 38 days of annual leave, private medical cover, and opportunities for career development, our Midlands and Edinburgh offices foster a culture of collaboration and innovation, ensuring you can thrive both personally and professionally while making a meaningful impact in the retirement solutions sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Senior Analyst - 9m FTC/Secondment in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment operations field. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Make sure you can confidently discuss fund administration processes and unit pricing. Practise explaining complex concepts in simple terms – it’ll show you can communicate effectively with stakeholders.
✨Tip Number 3
Show your enthusiasm for continuous improvement! Be ready to share examples of how you've identified efficiencies in past roles. Employers love candidates who are proactive about enhancing ways of working.
✨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 our team at Standard Life. Let’s make your career journey a great one!
We think you need these skills to ace Investment Operations Senior Analyst - 9m FTC/Secondment in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in investment operations, especially around fund administration and pricing, to show us you’re the right fit.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about this role. Share specific examples of how you've tackled challenges in investment operations and how you can contribute to our team’s success.
Showcase Your Communication Skills:Since the role involves communicating complex information, make sure your application demonstrates your ability to explain technical concepts clearly. Use straightforward language and avoid jargon where possible.
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 don’t miss out on any important updates during the process.
How to prepare for a job interview at Standard Life plc
✨Know Your Investment Operations Inside Out
Make sure you brush up on your knowledge of unit-linked fund administration processes, including unit pricing and box management. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can also dive deep into the technical aspects.
✨Communicate Clearly and Confidently
Practice explaining complex operational information in simple terms. You might be asked to communicate with stakeholders at various levels, so being able to break down complicated concepts will demonstrate your ability to connect and collaborate effectively.
✨Show Your Problem-Solving Skills
Prepare examples of how you've identified inefficiencies or challenges in previous roles and the solutions you implemented. This will highlight your proactive approach and ability to drive continuous improvement, which is key for this role.
✨Be Ready to Discuss Data Insights
Since data analysis is a big part of the job, be prepared to talk about your experience with Excel and any data-driven decisions you've made. If you've dabbled in VBA, mention it! It shows you're keen to enhance your technical skills further.
