Job Description
Are you a hands on, problem solving analyst with a background in Financial Services?
Our client, a forward-thinking Embedded Investment Platform, is looking for an Operations Analyst to join their Edinburgh based Transfers team.
About the firm:
This is a fantastic opportunity to join a forward-thinking investment platform known for its commitment to innovation and growth, and its pride in a people-first culture. As part of a supportive and collaborative team, you'll focus on problem-solving and innovation. This firm has recently been recognised as one of the UK's Best Workplaces for Development 2024.
About the role:
* Processing operational tasks such as transfers and cash payments across various investment wrappers (ISAs, JISAs, GIAs, and Pensions)
* Managing cash and asset flows using internal and external transfer and payment systems
* Collaborating within a small team to ensure accurate and timely completion of daily tasks
* Maintaining ownership of requests until resolution, ensuring compliance with agreed SLA’s
* Taking responsibility for key operational processes within the operations domain
* Identifying and resolving technical issues using Python scripts and collaborative applications, while adapting to evolving business needs
About you:
* Strong knowledge of transfer processes, including Equisoft (ATG) and Origo
* Experienced with established platforms
* Thrive in fast-paced environments with frequent context switching
* Eager to learn and take ownership of processes and customer outcomes
* Proactive, with a high level of ownership in delivering optimal client results
* Organised and effective at cross-team communication
* Interested in technical builds and keen to work in a tech-focused environment
If you’re excited about the chance to be apart of this growing team, please apply today. We would love to hear from you!