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- Tasks: Support onboarding of new instruments and manage investment reporting across public and private markets.
- Company: Join Standard Life, a leading retirement specialist with over 200 years of experience.
- Benefits: Enjoy a competitive salary, excellent pension scheme, private medical insurance, and 38 days holiday.
- Other info: Flexible working options and a commitment to diversity and inclusion.
- Why this job: Make a real impact on retirement savings while developing your skills in a dynamic environment.
- Qualifications: Experience in investment operations and strong analytical skills are essential.
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 12x salary life assurance, career breaks, income protection, 3x 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.
Middle Office is a key support function for the Retirement Solutions & Asset Management Front Office. It has wide ranging accountability ensuring operational control of investment activities, supporting the Group and AM governance framework, and delivery of investment reporting. The current Credit & Rates and Strategic Onboarding Middle Office teams create a multi‑asset class Middle Office team. This offers new joiners the chance to learn front to back management of a wider asset set.
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.
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.
- 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.
We’re reviewing applications as they come in, so apply early to avoid missing out.
Middle Office Strategic Onboarding Associate in London employer: Standard Life (previously Phoenix Group)
Contact Detail:
Standard Life (previously Phoenix Group) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Middle Office Strategic Onboarding Associate in London
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, especially those already at Standard Life. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Brush up on investment operations and middle office environments. Show us you’re not just a fit for the role but also passionate about what we do at Standard Life.
✨Tip Number 3
Practice your communication skills! You’ll need to collaborate with various teams, so being clear and professional is key. Try mock interviews with friends or use online resources to sharpen your skills.
✨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 serious about joining the Standard Life family.
We think you need these skills to ace Middle Office Strategic Onboarding Associate in London
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 our mission!
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 goals at Standard Life. Keep it concise but impactful – we love a good story!
Showcase Your Skills: Don’t forget to highlight your analytical skills and experience with tools like Excel, Power BI, or SQL. We’re looking for someone who can manage data effectively, so give us examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Standard Life (previously Phoenix Group)
✨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 concepts like KYC and CDD. 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 and any exposure to Power BI, SQL, or VBA. Prepare examples of how you've used these skills in past roles, especially in a regulated environment, to demonstrate your ability to manage complex data effectively.
✨Embrace Change
The Middle Office team is evolving, so it's important to convey your adaptability. Share experiences where you've successfully navigated change or contributed to process improvements. Highlight your willingness to learn and grow within the role, as this aligns with the company's expectations.
✨Build Relationships
Collaboration is key in this position, so think about how you've built strong working relationships in the past. Be prepared to discuss how you communicate with internal teams and external counterparties. Showing that you can work well with others will set you apart as a candidate who can thrive in their team-oriented environment.