Investment Operations Associate

3 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time

We are seeking an Investment Operations Associate to join our team at AJ Bell Management Limited.

The successful candidate will be responsible for ensuring the delivery of excellence in the administration of Corporate Actions & Dividends on a 12-month Fixed-term contract.

Job Description

This is an exciting opportunity to work in a fast-paced environment and contribute to the growth and success of our business.

As an Investment Operations Associate, you will be responsible for creating and maintaining records of events, compiling and issuing customer notifications, collating customer responses, instructing counterparties/custodians, reconciling positions at different stages through the event, processing events to customer accounts, notifying customers when events are completed, and ensuring adherence to all compliance policies.

You will have a minimum of 5 GCSEs grades A*-C (or equivalent) including Maths and English, excellent customer service skills, strong communication skills, both written and verbal, competent IT skills, including Word, Excel, and Outlook, ability to work in high-pressure deadline-driven environments, exceptional attention to detail, and experience of financial services or a keen interest in it.

Required Skills and Qualifications
  • GCSEs grades A*-C (or equivalent) including Maths and English
  • Excellent customer service skills
  • Strong communication skills
  • Competent IT skills
  • Ability to work in high-pressure environments
  • Exceptional attention to detail
Benefits

We offer a range of benefits to support your career development and well-being, including:

  • A starting salary of up to £24,000
  • Annual holiday entitlement of 25 days plus Bank Holidays
  • A choice of pension schemes with matched contributions up to 7%
  • Discretionary bonus scheme
  • Health Cash Plan - provided by Medicash
  • Discounted private healthcare scheme and dental plan
  • Free gym membership
  • Employee Assistance Programme
  • Calendar of social events
  • Peer recognition scheme
  • Monthly leadership breakfasts and lunches
  • Casual dress code
About Us

At AJ Bell Management Limited, we believe in building strong connections by working together. We offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office.


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