Find a Job

View detailed job description

Investment Operations Analyst

Apply
Salary Competitive
Type Permanent
Location Scotland
Sectors Pensions & Employee Benefits
Operations
Investment & Middle Office
Job Reference UK2B/DDW/33756
Contact David Williams
Date posted 21-02-2020

We are working on behalf of a client in Edinburgh a permanent position for a Investment Operations Analyst. The right candidate will be expected to have knowledge of investment trading and portfolio administration practices with a strong background in a wrap platform business or a discretionary investment business. You will also be working closely with the Head of Investment Operations, discretionary investment managers and relevant third parties.

Key Responsibilities

• Assist in the design and implementation of a control framework for discretionary investment portfolio administration
• Act as a subject matter expert on portfolio implementation and trading cycle (including aggregation and disaggregation) considerations
• Lead day to day liaison with wrap platform custody partners to ensure effective execution, monitoring and stewardship of adviser client portfolios
• Refine and enhance procedures and reporting routines over time so that these can scale with growth in number and size of discretionary mandates
• Maintain a portfolio reporting suite to maintain a detailed view of all investment mandates, and support investment managers in assessing options for trading, rebalancing and periodic review.

If you would like to learn more about the role or apply please contact Davd Williams on 0161 697 3898, david.williams@bruinfinancial.com

Ready to apply for this job? Apply Now

Contact David about this job

Associate, Consultant