Senior Investment Operations

at  Meredith Brown Associates

Our Client, a privately owned financial planning and discretionary investment management house, who are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions are currently recruiting for an experienced Middle Office Operations candidate to join their dynamic and fast paced team.

EXPERIENCE & QUALIFICATIONS

• The successful candidate will be delivery orientated and a well-organised individual.
• To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
• IOC or CII qualifications are preferable.
• Knowledge of investment products ISAs, GIA’s & wrapped products.
• Proactive approach to work.
• Experience of challenging the status quo in respect of processes.
• A strong passion for delivering excellent, high quality service.
• A self-starter, who owns their development journey.
• Positively contribute to the team morale and energy - be a great team player.
  To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to karen@meredithbrown.com
  Ref: KC945748
  Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

• Day-to-day dealing operations, order execution, trade settlements, risk management, corporate actions, trade reconciliations and fund reporting to ACDs.
• Knowledge of investment products ISAs, GIA’s & wrapped products.
• Ensuring client accounts are invested according to the agreed model portfolio(s) (to within acceptable tolerance), on both the inhouse platform as well as external platforms.
• Ensuring compliance with industry regulations and internal policies to maintain the integrity of trading operations.
• Play a critical role in ensuring the smooth and efficient execution of trades, managing risks, and contributing to the overall success of the Asset Management business.