Flexible working
Career development
Latest technology

Investment Operations Analyst

Salary £31,000 - £40,000
Location Glasgow, Edinburgh
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

The Vacancy

We’re looking for an Investment Operations Analyst to join our Hymans Robertson Investment Services Operations team.

This is an exciting opportunity to join a growing area of our business and play an important role in supporting our development as a Discretionary Fund Manager. You’ll work within a collaborative team where your attention to detail, ideas and commitment to delivering a high-quality service will be valued

*We are open to considering candidates on a part time or full-time basis*

What will your role look like?

  • Reporting to a Senior Investment Operations Analyst, you’ll work closely with colleagues across the business, including portfolio managers, business development managers, investment analysts and other business support teams.
  • You’ll help ensure our investment portfolios and operational processes are administered accurately and efficiently. You’ll also have opportunities to contribute to projects, strengthen our processes and support the continued growth of the team.
  • Some previous experience of investment administration would be beneficial, particularly within a portfolio or fund management environment. We’ll also consider experience gained within brokerage, custody, platform or wider asset administration.

Though this is a varied role, your key tasks will include:

  • Administering portfolio changes across our portfolio management systems and external databases.
  • Reviewing and preparing regular client reporting, including portfolio factsheets.
  • Implementing and monitoring portfolios across multiple retail wrap platforms.
  • Reconciling and validating internal and external portfolio records.
  • Monitoring and validating client fee collection and payments in partnership with wrap platforms and our Finance team.
  • Working with wrap platforms to manage asset availability and onboarding requirements.
  • Supporting wrap platform governance meetings and helping to maintain strong working relationships.
  • Maintaining procedure guides and checklists, ensuring they remain accurate and up to date.
  • Supporting the management of the team mailbox and helping to resolve queries promptly.
  • Contributing to operational projects, process improvements and wider team development initiatives.

To enjoy and succeed in the role, you will have:

  • Previous experience of investment portfolio administration, fund administration, asset administration or a similar operational environment.
  • Strong attention to detail and a thorough, organised approach to your work.
  • A proactive mindset, with the confidence to suggest ideas and identify opportunities for improvement.
  • A collaborative working style and a strong commitment to teamwork.
  • The ability to understand, investigate and clearly explain complex issues.
  • Experience using Microsoft Office applications, particularly Excel.
  • Experience using Morningstar Direct would be helpful, although it isn’t essential.

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support. We would also love to hear about other knowledge and experience you may have that is not listed but could be of interest.   

In addition to a competitive salary and access to our profit share scheme, we offer:

  • A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
  • A collaborative and encouraging work environment where your thinking and ideas are encouraged. 
  • On site mental health and wellbeing assistance. 
  • A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire. 
  • Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday. 
  • Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.   
  • A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm. 

We’d be looking for our successful candidate to be based in either our Edinburgh or Glasgow office. We offer hybrid working so you can enjoy the wellbeing benefits of working from home, alongside the opportunity to collaborate with colleagues in our modern and sociable office environments. 

Please note – we recruit on a rolling basis for immediately available opportunities and progress candidates as soon as their applications are received. Therefore, we’d encourage you to apply to this role as early as possible to avoid any disappointment.  

 

We are committed to being open and transparent in our recruitment and reward processes. Please note that this vacancy does not currently meet the minimum salary threshold requirements for Skilled Worker sponsorship within the UK.

To avoid any disappointment, if you require sponsorship we would encourage you to check whether you may be eligible for a discounted salary threshold, or to explore alternative routes to secure your right to work in the UK before submitting your application. If you meet the criteria outlined in the job description we’ll be happy to discuss your individual circumstances further with you.

About Us

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment. 

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment.  We love innovative, independent thinking and want everyone to share their ideas.  

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards. 

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.   

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know. 

Together, we can make this the best job you’ll ever have. 

We Offer

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

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