Asset Investment Analyst

4 weeks ago


Tonbridge, Kent, United Kingdom Clearwater People Solutions Full time
Finance Operations Officer

We are seeking a highly organized and detail-oriented Finance Operations Officer to join our team in Maidstone. As a key member of our Investments team, you will be responsible for ensuring the smooth processing and preparation of all investment transactions.

Key Responsibilities:
  1. Communicate effectively with internal stakeholders and provide exceptional customer service through the prompt and accurate processing and preparation of all investment transactions.
  2. Monitor incoming investment instructions to ensure trades are routed to the correct 3rd party quickly and efficiently.
  3. Deal effectively with enquiries and tasks from internal customers, responding promptly and effectively to shared team mailboxes and CRM tasks.
  4. Perform first-line checks on all investment instructions to ensure compliance.
  5. Allocate bank receipts accurately and in line with KYC requirements, resolving issues promptly.
  6. Reconcile control and suspense accounts, resolving issues and liaising with other departments for speedy resolution of queries.
  7. Prepare tax refund claims to HMRC accurately and ensure correct tracking.
  8. Calculate and process manual fees accurately.
What We Offer:
  1. Six weeks holiday plus bank holidays.
  2. A wide range of development opportunities to support personal and professional growth.
  3. Pension scheme with better-than-market employer contribution options.
  4. Social impact benefit schemes.

This is an exciting opportunity for someone with experience in finance or relevant transferable skills to join our team and contribute to our success.



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