This is a Permanent, Full Time vacancy that will close 2 months ago at 23:59 BST.
The Vacancy
We are seeking an Investment Operations Analyst to join our Hymans Robertson Investment Services Operations team. This role offers a significant opportunity to help shape the team and play a key part of our business growth as a Discretionary Fund Manager.
As part of the Investment Operations team, you will report to a Senior Investment Operations Analyst and work collaboratively with a wide range of business partners including portfolio managers, business development managers, investment analysts, and other business support units.
The role requires some experience of investment administration, preferably from a portfolio or fund management background; however, brokerage, custodian, and platform administration experience will be considered.
What will your role look like?
* Administer changes to portfolios on our portfolio management systems and external databases.
* Review and prepare regular client reporting, including portfolio Factsheets.
* Implement and monitor portfolios on multiple retail wrap platforms.
* Reconcile and validate internal and external portfolio records.
* Monitor and validate client fee collection and payment with Wrap Platforms and Finance.
* Engage with Wrap Platforms on asset availability and onboarding requirements.
* Support and contribute to Wrap Platform governance meetings and relationship management.
* Contribute to the maintenance and timely update of procedure guides and checklists.
* Assist in team mailbox management and timely resolution of queries.
* Contribute to ongoing project and development initiatives.
If you enjoy and have experience of the following, we think you’ll love this opportunity:
* Investment portfolio administration experience preferred; however, fund administration or asset administration will be considered.
* Thorough and detail-oriented.
* Proactive and keen to contribute ideas and improvements.
* Collaborative and partnering in style, strong teamwork ethic.
* Able to understand and articulate complex issues.
* Microsoft Office application experience, with a focus on Excel skills.
In addition to a competitive salary and access to our profit share scheme, we offer:
* A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
* A collaborative and supportive work environment where your thinking and ideas are encouraged.
* On-site mental health and wellbeing support.
* A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
* Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
About Us
Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.
We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches, and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.
Working alongside employers, trustees, and financial services institutions, we offer pensions, investments, benefits, and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognized by numerous industry awards.
We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.
We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.
Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.
If you need any assistance in relation to a personal requirement, medical condition, or neurological difference during our selection process then please let us know.
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