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For Companies At a Glance
- Tasks: Support portfolio managers and traders with insights on equity investments and trading activities.
- Company: Join a dynamic team within the Investment Management Group, focused on evolving investment operations.
- Benefits: Enjoy a collaborative work environment and opportunities for continuous learning and process improvement.
- Why this job: Be part of a team that drives efficiency and effectiveness in investment operations while building strong relationships.
- Qualifications: Five years of experience in Fund Operations or Investment roles; finance-related degree preferred.
- Other info: This role requires working in the office five days a week; no visa sponsorship available.
The predicted salary is between 36000 - 60000 £ per year.
This is a mid-level role in the Equity Service Investment Operations Team (of four) sitting within the wider Service team of 13. Key tasks cover start of day set up and checks to support the portfolio managers, liquidity, cashflows, monitoring of trading activity and overall insights. IMG Service Team are evolving and this role will have the opportunity to provide front line operational support to Equity Investment Group, as well as learning and supporting investment data management. Previously these two teams were split between Investment Operations and Global Investment Data Management but are now evolving as Investment Management Group (IMG) Service within Enterprise Investment Services (EIS).
Core Responsibilities
- Develop a deep understanding of the end-to-end Equity investment process conceptually and operationally.
- Support portfolio managers and traders as the key IMG Service client by:
- Responding to Investment process queries and concerns quickly with adequate insight and explanation.
- Engaging wider EIS teams to collate the information or actions required by Desk.
Qualifications
- Minimum of five years related work experience within Fund Operations or Investment Team-facing role.
- Undergraduate degree or equivalent combination of training and experience.
- Accounting, Finance degree or CFA preferred.
- Experience in equity investments.
Special Factors
- Vanguard is not offering visa sponsorship for this position.
- This is a 5 days in office role.
Fund & Investment Operations Analyst (Equity Service Specialist) employer: Vanguard
Contact Detail:
Vanguard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund & Investment Operations Analyst (Equity Service Specialist)
✨Tip Number 1
Familiarise yourself with the end-to-end Equity investment process. Understanding how each component interacts will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the Fund Operations and Investment sectors. Engaging with current employees or alumni can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Stay updated on market trends and world events that could impact equity investments. Being able to discuss recent developments during your interview will show your proactive approach and understanding of the industry.
✨Tip Number 4
Highlight any experience you have with process improvements or automation in your previous roles. This aligns well with the responsibilities of the position and shows that you are results-oriented and innovative.
We think you need these skills to ace Fund & Investment Operations Analyst (Equity Service Specialist)
Some tips for your application 🫡
Understand the Role: Before applying, ensure you have a clear understanding of the Fund & Investment Operations Analyst role. Familiarise yourself with the key responsibilities and qualifications mentioned in the job description to tailor your application accordingly.
Tailor Your CV: Highlight relevant experience in Fund Operations or Investment roles in your CV. Emphasise your understanding of equity investments and any specific skills that align with the responsibilities outlined, such as monitoring trading activity or engaging with investment teams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Discuss how your background aligns with the core responsibilities, particularly your ability to support portfolio managers and improve operational processes.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects attention to detail, which is crucial in the investment operations field.
How to prepare for a job interview at Vanguard
✨Understand the Equity Investment Process
Make sure you have a solid grasp of the end-to-end equity investment process. Be prepared to discuss how different components interact and how your role as an analyst fits into the bigger picture.
✨Showcase Your Analytical Skills
Highlight your ability to monitor portfolio movements and provide insights. Prepare examples of how you've used data analysis in previous roles to support decision-making or improve processes.
✨Build Strong Interpersonal Relationships
Emphasise your experience in engaging with various teams. Be ready to share instances where you've successfully collaborated with portfolio managers, traders, or risk teams to achieve common goals.
✨Demonstrate Continuous Improvement Mindset
Familiarise yourself with concepts like root cause analysis and process automation. Discuss any past experiences where you've identified inefficiencies and implemented improvements, showcasing your proactive approach.
