Role Title
Operations Analyst - Institutional Oversight
Contract location
Full time role - M-F onsite in London, 08:30 – 18:30hrs
Contract start date
ASAP - (PAYE inside IR35)
Contract duration
6 months
Job Summary & Responsibilities
Institutional Oversight (IO) and MAS Operations (MAS Ops) team sits within Client Operations and has primary responsibility for all aspects of institutional account onboarding, portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives. The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships.
Primary Responsibilities
* Ensure the project is delivered on-time, within scope and budget
* Develop a detailed project plan to track progress
* Measure project performance using appropriate systems, tools and techniques
* Manage multiple workstreams simultaneously
* Coordinate and manage tasks across a multi-disciplined team to ensure key deliverables are met
* Report and escalate to management as needed
* Manage the relationship with the client and all stakeholders
* Create and maintain comprehensive project documentation
* Understand operational risks within the team and actively work to mitigate risks
* Holistic ownership and understanding of client accounts from an Operations perspective by coordinating client events and issues across all operations teams and business partners
* Proactively review indicators of operational issues/concerns with the goal of resolving issues before client impact
* Apply process reengineering methodologies in executing strategies and tactical solutions
Basic Qualifications
* Solid organizational skills including attention to detail and multi-tasking skills
* Strong leadership skills
* Strong organisational skills
* Excellent client-facing and internal communication skills
* Excellent written and verbal communication skills
* Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
* Demonstrate strong risk management principles
* Bachelor’s degree required
* Prior experience in Onboarding, Operations and/or Financial Services
* Demonstrate ability to partner across product groups, regions and functional responsibilities
* Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions