Investment Operations Team Lead

1 month ago


Glasgow, United Kingdom Nucleus Financial Full time

**About the role**:
We're recruiting for a Team Lead within the Investment Operations team to cover a period of maternity leave. You will assist the Investment Operations Manager in ensuring we deliver great outcomes for our clients by ensuring our trading processes and risks are effectively managed. This means being a pro at maintaining a healthy balance between delivering on our customers' needs and expectations, while managing a dynamic and varied workload. Every day you'll manage elements of the trade lifecycle, ensuring high trade volumes are kept on top of and clients trades are placed and completed accurately and quickly.

You'll have an eye for detail and enthusiasm for finding ways to do things better, highlighting where a control could be improved and aid the design and implementation of this to ensure we best service the needs of our clients and safeguard our clients' money. You'll need to understand the consequences of all actions and manage these in line with our risk framework.

You could expect to be involved in:

- Managing internal and external queries in relation to our client's assets and trading activity
- Resource planning, ensuring adequate cover for anticipated volumes
- Maximising STP (Straight through processing) opportunities
- Being the SME for trading processes on Sonata and assist is any testing required
- Sharing your knowledge across the investment operations team and wider business
- Ensuring trading activity runs smoothly, highlighting areas where process improvements can be made
- Escalating issues as they arise to the investment operations manager and working on solutions

**A bit about you**:
Your friends would probably describe you as the "super-organised" one, ridiculously well planned and someone who takes time to really understand people and their needs. You're the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.

You love mentoring others and get a real kick out of encouraging the right behaviours, supporting our core values and personally demonstrating these. You'll set the bar high on performance even when stretching for the team, creating a team environment where high performance is the norm.

We've always placed more importance on cultural contribution above technical ability, but in this role we'd really like you to have/be:

- Previous experience in the financial services industry and ideally working with a wrap platform in an investment operations capacity
- Experience leading a team and coaching others
- Excellent relationship building skills
- Able to prioritise the high impact work, but never neglect the details
- Excellent communication skills - We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style
- Able to anticipate the needs of those you work with, juggling conflicting priorities
- The ability to think laterally and come up with new solutions to old problems

**A little about us**:
Our purpose at Nucleus is to make retirement more rewarding, with a vision to build the best retirement-focused platform in the UK. It is this purpose that drives everything we do. Whether you are working in a role that is customer-facing or not, you'll need to be service-obsessed to work here.

It's a fast paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our customers. We believe in you having your own chunk of responsibility and being trusted to make things happen.

Nucleus' culture is something our people believe sets us apart from other places they've worked. We think big, know our stuff and move at pace, but always empowering others along the way and breaking new ground to find better ways of doing things.

We know that sometimes the right choice is not the easy one, so empowering each other and celebrating others' successes, as well as our own, is part of what makes us Nucleus #WeAreNucleus

**Inclusion and diversity at Nucleus**:
As with most things in life, who cares, wins. We really care about inclusion.

For us this is not a box-ticking thing, it's a commercial imperative. It isn't about being PC.

It's about being future-relevant and durable. Find out more on our inclusion page.We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

If you'd like to find out more about us or the role, you can get in touch with **Jem** in our People Team.



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