Senior Investment Operations

1 week ago


London, UK, United Kingdom Meredith Brown Associates Full time

Key responsibilities:

  • Day-to-day dealing operations, order execution, trade settlements, risk management, corporate actions, trade reconciliations and fund reporting to ACDs.
  • Knowledge of investment products ISAs, GIA’s & wrapped products.
  • Ensuring client accounts are invested according to the agreed model portfolio(s) (to within acceptable tolerance), on both the Saltus platform as well as external platforms.
  • Ensuring compliance with industry regulations and internal policies to maintain the integrity of trading operations.
  • Play a critical role in ensuring the smooth and efficient execution of trades, managing risks, and contributing to the overall success of the Asset Management business.

Background & Experience

  • The successful candidate will be delivery orientated and a well-organised individual.
  • To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
  • IOC or CII qualifications are preferable.
  • Knowledge of investment products ISAs, GIA’s & wrapped products.
  • Proactive approach to work.
  • Be a good team player.
  • Experience of challenging the status quo in respect of processes.
  • A strong passion for delivering excellent, high quality service.
  • A self-starter, who owns their development journey.
  • Positively contribute to the team morale and energy, be a great team player.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted



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