At a Glance
- Tasks: Support investment operations across diverse portfolios and manage the full trade lifecycle.
- Company: Dynamic investment firm based in London with a hybrid work model.
- Benefits: Competitive pay, flexible working hours, and opportunities for professional growth.
- Other info: Great chance to learn and grow in a supportive team.
- Why this job: Join a fast-paced environment and make an impact in the world of finance.
- Qualifications: Experience in trade lifecycle management and strong analytical skills.
The predicted salary is between 50000 - 70000 £ per year.
- Investment Operations Trade Support
- Inside IR35 | 6 Months | London Hybrid
Responsible for supporting investment operations across multi-asset portfolios, including Fixed Income, Foreign Exchange, Derivatives, and Exchange Traded Funds (ETFs).
Manage the end-to-end trade lifecycle from trade capture through to settlement, ensuring accurate processing and timely resolution of exceptions.
Key Responsibilities
- Support investment operations across multi-asset portfolios, including Fixed Income, FX, Derivatives and ETFs.
- Manage the full trade lifecycle from trade capture through to settlement.
- Monitor and resolve trade exceptions, settlement issues and operational breaks.
- Perform cash, position and NAV reconciliations to ensure data accuracy and integrity.
- Investigate and resolve reconciliation discrepancies, including pricing, corporate actions and accounting breaks.
- Liaise with portfolio managers, brokers, custodians, fund administrators and client teams to facilitate smooth operational processes.
- Process cash movements, security transfers and corporate actions across investment portfolios.
- Produce operational reporting, trade analysis and management information for key stakeholders.
- Support client, portfolio, broker and counterparty onboarding activities.
- Assist with process improvement initiatives, automation projects and operational change programmes.
- Ensure adherence to operational controls, policies and regulatory requirements.
- Key Skills
- Trade lifecycle management and investment operations.
- Cash, position and NAV reconciliations.
- Trade settlement and exception management.
- Fixed Income, FX, Derivatives and ETF operations.
- Operational reporting and data analysis.
- Process improvement and workflow optimisation.
- Change management and operational transformation support.
- Strong analytical, problem-solving and investigation skills.
- Experience with investment management and trading platforms (e. g. Aladdin, Bloomberg, DTCC or similar).
- #J-18808-Ljbffr
Investment Operations Trade Support - InsideIR35 - London employer: The Actuary
At PMA, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through tailored development programmes and the opportunity to lead impactful projects in the heart of the UK life insurance sector. With locations in London, Bristol, and Watford, we provide a vibrant environment where actuaries can thrive and make meaningful contributions to our clients' success.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Trade Support - InsideIR35 - London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like The Actuary.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like The Actuary might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Investment Operations Trade Support - InsideIR35 - London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at The Actuary will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at The Actuary. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give The Actuary confidence in your short-term commitment to the role.
How to prepare for a job interview at The Actuary
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with The Actuary.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure The Actuary that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
