Current jobs related to Investment Operations Specialist - Beckenham, Greater London - Foresters Financial

  • Investment Operations Specialist

    3 weeks ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    Job Title: Investment Operations SpecialistWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. The successful candidate will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key Responsibilities:Support the team by...

  • Investment Operations Specialist

    3 weeks ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    Job Title: Investment Operations SpecialistWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. The successful candidate will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key Responsibilities:Support the team by...

  • Investment Operations Specialist

    1 month ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    {"title": "Investment Operations Specialist", "content": "Role SummaryWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. The successful candidate will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key...

  • Investment Operations Specialist

    1 month ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    Job Title: Investment Operations SpecialistWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. As a key member of our team, you will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key Responsibilities:Support the team by...

  • Investment Operations Specialist

    4 weeks ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    Job Title: Investment Operations SpecialistWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. As a key member of our team, you will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key Responsibilities:Support the team by...

  • Investment Operations Specialist

    1 month ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    {"title": "Investment Operations Specialist", "content": "Role SummaryWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. The successful candidate will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key...

  • Investment Operations Specialist

    4 weeks ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    Job Title: Investment Operations SpecialistWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. As a key member of our team, you will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key Responsibilities:Support the team by...

  • Investment Operations Specialist

    1 month ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    Job Title: Investment Operations SpecialistWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. As a key member of our team, you will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key Responsibilities:Support the team by...

  • Investment Operations Specialist

    3 weeks ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    Job Title: Investment Operations SpecialistWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. As a key member of our team, you will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key Responsibilities:Support the team by...

  • Investment Operations Specialist

    3 weeks ago

    Beckenham, Greater London, United Kingdom Foresters Financial Full time

    Job Title: Investment Operations SpecialistWe are seeking an experienced Investment Operations Specialist to join our Financial Operations department. As a key member of our team, you will play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.Key Responsibilities:Support the team by...

  • Investment Relations Specialist

    2 weeks ago

    Beckenham, Greater London, United Kingdom UK Investment Agency Full time

    Investment Opportunities with UK Investment Agency **About the Role:** We are seeking a skilled Telesales Investor Relations Agent to join our team at UK Investment Agency. As a key member of our sales team, you will be responsible for selling investments to qualified investors and building strong relationships with our clients. **Key...

  • Investment Relations Specialist

    1 month ago

    Beckenham, Greater London, United Kingdom UK Investment Agency Full time

    Job Title: Telesales Investor Relations AgentCompany: UK Investment AgencyRole: Telesales Investor Relations AgentPay: OTE £10,000 per month after induction, no basic salaryExperience: Sales experience preferred; full training givenDescription:Telesales, working on inbound leads selling investments to investors to bring on new clients for the company.Sales...

  • Investment Relations Specialist

    1 month ago

    Beckenham, Greater London, United Kingdom UK Investment Agency Full time

    Job Title: Telesales Investor Relations AgentCompany: UK Investment AgencyRole: Telesales Investor Relations AgentPay: OTE £10,000 per month after induction, no basic salaryExperience: Sales experience preferred; full training givenDescription:Telesales, working on inbound leads selling investments to investors to bring on new clients for the company.Sales...

  • Carpentry Specialist

    4 weeks ago

    Beckenham, Greater London, United Kingdom Operations Resources Full time

    Job Title: Carpenter - Fire Door SpecialistOperations Resources is seeking an experienced Carpenter to join our team as a Fire Door Specialist. The ideal candidate will have a strong background in carpentry and a passion for working with fire doors.Key Responsibilities:Service and maintain fire doors to ensure compliance with new regulationsWork...

  • Carpentry Specialist

    4 weeks ago

    Beckenham, Greater London, United Kingdom Operations Resources Full time

    Job Title: Carpenter - Fire Door SpecialistOperations Resources is seeking an experienced Carpenter to join our team as a Fire Door Specialist. The ideal candidate will have a strong background in carpentry and a passion for working with fire doors.Key Responsibilities:Service and maintain fire doors to ensure compliance with new regulationsWork...

  • Investment Content Specialist

    3 weeks ago

    Beckenham, Greater London, United Kingdom Lombard Odier Full time

    {"title": "Investment Writer", "description": "Join Our Investment Marketing and Communications TeamLombard Odier is a renowned global wealth and asset manager with a strong focus on sustainable investing. We are seeking an Investment Writer to join our team and contribute to the creation of high-quality investment content.Key Responsibilities:Write and edit...

  • Investment Content Specialist

    3 weeks ago

    Beckenham, Greater London, United Kingdom Lombard Odier Full time

    {"title": "Investment Writer", "description": "Join Our Investment Marketing and Communications TeamLombard Odier is a renowned global wealth and asset manager with a strong focus on sustainable investing. We are seeking an Investment Writer to join our team and contribute to the creation of high-quality investment content.Key Responsibilities:Write and edit...

  • Carpentry Specialist

    3 weeks ago

    Beckenham, Greater London, United Kingdom Operations Resources Full time

    Job Title: Carpenter / Fire Door EngineerOperations Resources is seeking an experienced Carpenter to join our team in the South / South East of London area. As a Fire Door Engineer, you will be responsible for servicing and maintaining fire doors that have been found to be non-compliant with new regulations.Key Responsibilities:Service and maintain fire...

  • Carpentry Specialist

    3 weeks ago

    Beckenham, Greater London, United Kingdom Operations Resources Full time

    Job Title: Carpenter / Fire Door EngineerOperations Resources is seeking an experienced Carpenter to join our team in the South / South East of London area. As a Fire Door Engineer, you will be responsible for servicing and maintaining fire doors that have been found to be non-compliant with new regulations.Key Responsibilities:Service and maintain fire...

  • Carpentry Specialist

    4 weeks ago

    Beckenham, Greater London, United Kingdom Operations Resources Full time

    Job Title: Carpenter / Fire Door EngineerWe are seeking an experienced Carpenter with a strong background in fire door maintenance and repair to join our team at Operations Resources.The ideal candidate will have a solid understanding of fire door regulations and be able to work independently to service and maintain fire doors across the South and South East...

Investment Operations Specialist

2 months ago

Beckenham, Greater London, United Kingdom Foresters Financial Full time
Job Summary

We are seeking a highly skilled Investment Operations Specialist to join our Financial Operations team at Foresters Financial. This is an exciting opportunity for a professional to play a critical role in enhancing our unit pricing, investment accounting, and operational capability and control environment.

Key Responsibilities
  • Operational Excellence: Independently operate daily investment operations processes, including appropriations, treasury, trade placement, unit pricing, and fund valuation.
  • Senior Leadership: Review inputs into the ledger, sign off reconciliations, and enhance the control environment through organic process design.
  • Process Improvement: Deliver a significant process improvement and change portfolio, including a system upgrade, and enhance controls and operational processes.
  • Accounting and Reporting: Assume responsibility for all investment accounting and reporting tasks, acting as a subject matter expert for unit-linked funds and retail investment products.
  • Project Management: Lead internal projects, such as deep dives into asset liability matching reconciliations, shareholder and policyholder dual accounting, and reviewing rebate arrangements.
  • Business Insights: Deliver actionable management insights and best practice recommendations, exploring automation, APIs, SFTP integrations, and system onboarding.
  • Stakeholder Support: Support key stakeholders in understanding and interpreting financial results, management information, and contributing to regulatory reporting outputs.
Requirements
  • Experience: Significant experience in investment accounting and reporting, familiarity with unit-linked funds and retail investment products.
  • Systems Knowledge: Experience working in a unit pricing environment, hands-on systems experience with an Investment System (e.g., InvestPro, pControl, HiPortfolio).
  • Reconciliation Expertise: Strong reconciliation experience, including control account reconciliations, trade and settlement reconciliations, variance analysis, and root cause analysis.
  • Control Frameworks: Good understanding and appreciation of financial and operational controls, experience designing, implementing, and operating controls.
Desirable Skills
  • Process Improvement: Passionate about process improvement and utilizing technology and tools to automate and improve processes.
  • Industry Knowledge: Good understanding of the key participants in the trade and pricing lifecycle for unit-linked funds.
  • Post-Trade Environment: Good working knowledge of the post-trade operating environment, including corporate actions, asset servicing, cash settlement reconciliations, and fund accounting and reporting.
  • Management Information: Experience preparing management information for governance and oversight forums.
  • Industry Standards: Familiarity with the ABI's Guide to Best Practice for Unit Linked Funds.