At a Glance
- Tasks: Support daily investment operations and collaborate with multiple teams to enhance processes.
- Company: Global financial services firm focused on innovation and client protection.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to lead and develop local capabilities in a fast-paced environment.
- Why this job: Join a team that drives strategic goals and supports innovative investment solutions.
- Qualifications: 10+ years in financial services, strong communication, and project management skills.
The predicted salary is between 100000 - 150000 £ per year.
The QRI Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing daily operational support to the Quantitative Research & Investments (QRI) team. This role is based in London and part of a global team. The primary focus is on daily investment operations tasks supporting the Active Quant portfolios and beginning of day process, including daily data reconciliations and trade flow monitoring.
Role Responsibilities
- Develop an understanding of all aspects of the quantitative investment process, including data inputs, data validation, and workflows required for the portfolio construction process.
- Support daily investment process workflows, including data validation and cash management.
- Develop workflow documentation and desktop procedures, and ensure processes alignment.
- Support business priority changes and new requests.
- Build and cultivate relationships across multiple internal teams, including Compliance, Technology, Product, and Trading.
Qualifications
- 10+ years working experience in financial services.
- Bachelor’s degree required.
- Familiarity with database and Python/SQL concepts is a plus.
- Comfortable working with investors and a passion for learning various investment processes.
- Excellent judgment and problem‑solving skills.
- Strong communication skills and a demonstrated ability to manage time‑sensitive workflows.
- Project management skills; experience contributing to and/or managing projects with multiple stakeholders and new processes.
- Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities.
- Analytic skills allowing you to perform various data analyses.
- Self‑motivated and comfortable taking the initiative and owning the outcome.
- Familiarity with investment or operations in Equity and Fixed Income asset classes.
- Provide leadership for local capabilities supporting QRI investment professionals.
About the Team
The Asset Management Compliance, Risk and Business Operations (CRBO) team comprises the following units: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Strategic Business Initiatives. The teams work together to support Asset Management’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. The team’s key organizational themes are business partnership and stewardship, platform modernization, innovation, and talent development.
VP, QRI Investment Operations employer: The Fidelity
As a leading player in the financial services sector, our company offers an exceptional work environment in London, where collaboration and innovation thrive. Employees benefit from a strong focus on professional development, with ample opportunities for growth and leadership within a global team dedicated to excellence in investment operations. Our culture promotes teamwork and proactive engagement, ensuring that every team member feels valued and empowered to contribute to our clients' success.
StudySmarter Expert Advice🤫
We think this is how you could land VP, QRI Investment Operations
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like The Fidelity. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace VP, QRI Investment Operations
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.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Fidelity.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Fidelity's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Fidelity
✨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 The Fidelity.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Fidelity will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Fidelity 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.
