Investment Operations Specialist

2 days ago

London, Greater London, United Kingdom KennedyPearce Consulting Full time
Job Description

**About the Role**

KennedyPearce Consulting is seeking a highly skilled and motivated Investment Operations Specialist to join our team in London. As a key member of our operations team, you will play a critical role in ensuring the smooth execution of our investment operations.

Key Responsibilities

  • Trade Lifecycle Management: Assist in the trade lifecycle, resolve settlement and matching issues, and support trading desks with any queries.
  • Reconciliations: Perform cash and securities reconciliations, identifying and resolving any discrepancies.
  • Risk & Control: Contribute to the improvement of the control environment, ensuring robust risk management processes.
  • Client Interaction: Respond to operational queries from key stakeholders including the investment management team, sales, and compliance.
  • Ad-Hoc Support: Assist with calculations and payments related to rebates, commissions, and distribution fees.

Qualifications

  • 1-3 years of experience in investment operations within asset management.
  • Strong knowledge of the trade investment lifecycle and familiarity with products such as equities, unit trusts, ETFs, FX, and sovereign bonds.
  • Proficiency in Microsoft Excel and experience with Broadridge Portfolio Management System (an advantage).
  • A detail-oriented and proactive approach, with strong problem-solving skills.

What We Offer

  • Competitive salary range of £40,000 – £45,000.
  • Benefits including 25 days of holiday, BUPA Health Care Cover, Death in Service, Income Protection, Discretionary Bonus, and Pension.

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