Investment Operations Analyst
- Recruiter
- Lord Accounting & Finance Ltd
- Location
- England, West Midlands, Birmingham
- Salary
- £30000 - £40000 per annum + Bonus
- Posted
- 13 May 2021
- Closes
- 20 May 2021
- Ref
- 372422
- Contact
- Lord Search & Selection
- Job Title
- Finance Analyst
- Category
- Banking and Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Financial Services
Birmingham
c£35,000 + Bonus
The Company
Our client is a long established, successful and growing financial services firm who provide a supportive, inclusive environment offering flexible working, long term prospects and room for progression.
The Role
As a self-motivated and driven individual you will take responsibility for compliance, data analysis and reporting. Monitoring investment compliance on a day to day basis for a range of Collective Investment Schemes (CIS), you will be required to investigate issues and communicate to the Portfolio Managers escalating where needed and provide solutions. When new funds are launched you will be responsible for the operational areas which will include reviewing objectives and policies, agreeing SLA's and managing deadlines and communication to the SMT.
The Person
The successful candidate will ideally have at least 2 years' experience in a similar role within investment operations with an understanding of portfolio construction and fund management. You will ideally hold, or be working towards, an investment based qualification such as Investment Operations Certificate, Investment Management Certificate, Chartered Financial Analyst Level 1 or CISI Investment diploma and have strong research, analytical and problem-solving skills.
In return for your commitment and expertise, you will be rewarded both financially and through recognition of your achievements.
How to Apply
If you would like to apply for this role, please click in the button below, attaching your CV in Word format, with details of your current remuneration package, along with job reference 372422.