Operational Management Specialist

6 days ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time
Job Summary

We are seeking a talented individual to join our Position Maintenance team in Glasgow. As an Operational Management Specialist, you will be responsible for performing daily duties, checking and general processing of all Position Maintenance functions, in a timely and accurate basis, while ensuring compliance with regulatory requirements.

Your responsibilities will include assisting the team in completing daily tasks associated with internal transfers, book cost updates, and other position maintenance functions/requirements.

You will operate within defined standards and guidelines aligned to service level agreements and data quality controls.

Responsibilities
  • Assist team in the completion of daily tasks associated with internal transfers, book cost updates and any other position maintenance functions/requirements.
  • Ensure that all tasks are completed to a high standard and that any anomalies are reported to your line manager within agreed timescales.
  • Ensure that personal and team KPI's / KRI's / MIR are met.
  • Ensure fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
Requirements

To be successful in this role, you should have:

  • Settlement operations experience gained within a financial institution.
  • Demonstrable knowledge of investment management, including relevant terminology and the regulatory environment and how it applies to and impacts your role.
  • Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
  • Demonstrate ability to understand and summarise complex information in a professional and concise manner.
  • Good communication skills both verbal and written and strong Interpersonal skills are essential.

Desirable qualifications include a CISI Investment Operations Certificate or similar.



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