Hybrid Senior Investment Operations Analyst

Mattioli Woods Limited; Leicester; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm seeks a Senior Asset Service Analyst in Leicester. You'll be responsible for managing daily equity operations and improving processes while collaborating with fund managers. The ideal candidate has platform securities knowledge, strong Excel skills, and experience in investment operations. This hybrid role offers a competitive salary, a health cash plan, and opportunities for training and development. Join a supportive team focused on operational excellence and client satisfaction.

Benefits

Competitive salary

Health cash plan

5% employer/5% employee pension

25 days holiday

Training and development opportunities

Qualifications

• Experience in equity dealing or investment operations.
• Thorough understanding of investment transaction procedures.
• Previous leadership experience with coaching and mentoring skills.

Responsibilities

• Administer dealing on equity portfolios efficiently.
• Execute dealing instructions and communicate portfolio holdings.
• Identify process improvements to enhance efficiency.

Skills

Platform securities knowledge

Strong numeracy

Strong literacy

Advanced Microsoft Excel skills

Education

Industry qualifications (Level 3)

Job description

A leading wealth management firm seeks a Senior Asset Service Analyst in Leicester. You'll be responsible for managing daily equity operations and improving processes while collaborating with fund managers. The ideal candidate has platform securities knowledge, strong Excel skills, and experience in investment operations. This hybrid role offers a competitive salary, a health cash plan, and opportunities for training and development. Join a supportive team focused on operational excellence and client satisfaction.