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- Tasks: Support onboarding of new instruments and manage investment activities across public and private markets.
- Company: Join a leading firm dedicated to shaping better retirements in the UK.
- Benefits: Competitive salary, generous holiday, private medical insurance, and career breaks.
- Other info: Flexible working arrangements and a commitment to diversity and inclusion.
- Why this job: Make a real impact in capital markets while developing your skills in a dynamic environment.
- Qualifications: Experience in investment operations and strong analytical skills required.
The predicted salary is between 41800 - 41800 £ per year.
We’re looking for a Capital Markets Strategic Onboarding Associate with strong experience in investment operations and middle office environments to help us shape better retirements across the UK. In our Middle Office team, you’ll play a key role in delivering the effective onboarding of new instruments, counterparties and investment activity across public and private markets.
Job Type: Permanent
Location: This role will be based in either our London, Telford, Birmingham or Edinburgh office (3 days per week in the office), with some time working between the office and home. There will be some travel between our Standard Life offices.
Salary and Benefits: From £41,800 (subject to experience) + bonus, excellent pension (pro‑rated) scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays (pro‑rated), plus 12× salary life assurance, career breaks, income protection, 3× volunteering days and much more!
The role: Reporting directly to the Middle Office Strategic Onboarding Manager, the role involves public and private debt/investment reporting pre and post trade lifecycle management across the Capital Markets currently managed under external and internal mandates, coordinating approval of new instruments ensuring internal capabilities and supporting successful Bulk Purchase Annuities transactions. A key focus of this role will be to ensure accurate and timely capture and reporting of investments through internal systems requiring coordination of activities amongst internal functions and key outsourced service providers. In particular, the role will require overseeing trade capture, settlement, lifecycle management, counterparty onboarding, AML due diligence, investor and regulatory reporting.
Key Responsibilities:
- Support Middle Office & Trade Life Cycle activities across multiple asset classes
- Help ensure tasks are completed within agreed timelines
- Support trade capture into internal reporting systems (InVista and Blackrock Aladdin) and downstream feed to Third Party Administrators (TPA) and Risk systems
- Review of post trade investment activities amongst internal functions
- Review of post trade investment activities amongst external parties: External Portfolio Manager’s, HSBC Security Services (TPA), JPMorgan Chase, HSBC, and BlackRock Solutions
- Build strong, collaborative relationships with other Middle Office functions
- Develop an understanding of key functional processes and controls in line with internal policies, good market practice, and regulatory guidelines
- Support asset transfers related to BPA deals, including data validation and coordination of transfer instructions.
- Assist with documentation for KYC/CDD processes during counterparty onboarding.
- Support onboarding of new instruments and product approval workflow, including operational readiness assessments and data setup.
- Contribute to documentation updates and continuous improvements of operational processes.
What are we looking for?
- Demonstrated experience delivering accurate, high‑quality operational or investment support work, with clear ownership of outputs and attention to detail in a regulated or deadline‑driven environment.
- Strong data and analytical capability, evidenced by hands‑on use of Excel at intermediate to advanced level (e.g. formulas, pivot tables, lookups); exposure to Power BI, SQL or VBA is advantageous.
- Experience supporting or contributing to process improvement, including adapting to change, updating documentation, or embedding new ways of working within a team.
- Proven ability to manage personal workload independently, meeting deadlines while working across multiple tasks or priorities, and escalating issues appropriately when required.
- Clear, professional communication skills, with experience working collaboratively with a range of internal teams and/or external counterparties to support operational or investment processes.
- Strong organisational and prioritisation skills, with evidence of coordinating tasks, tracking actions, or supporting projects in a structured and reliable way.
- Analytical and problem‑solving skills, demonstrated through the ability to investigate issues, assess data or processes, and propose practical solutions within defined controls or frameworks.
We Want To Hire The Whole Version Of You: We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. 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.
Middle Office Strategic Onboarding Associate in Edinburgh employer: Standard Life plc
Contact Detail:
Standard Life plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Middle Office Strategic Onboarding Associate in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the capital markets and middle office space. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the hiring process.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment operations and trade lifecycle management. We recommend practising common interview questions and scenarios related to onboarding processes to show you're ready to hit the ground running.
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you've used data analysis tools like Excel or Power BI in past roles. We want to see how you can bring those skills to the table and improve operational processes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to better retirements across the UK.
We think you need these skills to ace Middle Office Strategic Onboarding Associate in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Middle Office Strategic Onboarding Associate. Highlight your experience in investment operations and any relevant skills that match the job description. We want to see how you can contribute to shaping better retirements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Be sure to mention your experience with trade capture and lifecycle management, as these are key aspects of the job.
Showcase Your Analytical Skills: Since strong data and analytical capabilities are crucial for this position, make sure to highlight your proficiency in Excel and any experience with Power BI or SQL. We love seeing candidates who can demonstrate their problem-solving skills through real examples!
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 you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Standard Life plc
✨Know Your Stuff
Make sure you brush up on your knowledge of investment operations and middle office environments. Familiarise yourself with the specific tools mentioned in the job description, like InVista and Blackrock Aladdin, as well as any relevant regulations. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Analytical Skills
Since strong data and analytical capabilities are key for this role, be ready to discuss your experience with Excel, Power BI, SQL, or VBA. Prepare examples of how you've used these tools to solve problems or improve processes in previous roles. This will demonstrate your ability to handle the analytical demands of the position.
✨Demonstrate Collaboration
The role requires building strong relationships with various teams and external parties. Think of examples where you've successfully collaborated with others to achieve a common goal. Highlight your communication skills and how you've navigated challenges in team settings to show that you're a team player.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you manage multiple tasks under pressure. Prepare scenarios from your past experiences where you had to prioritise tasks, meet deadlines, or resolve conflicts. This will help you illustrate your organisational skills and ability to work independently.