Investment Operations Analyst

1 month ago

Edinburgh, United Kingdom Nucleus Financial Full time

We’re on the lookout for an Investment Operations Analyst to join our busy Asset Servicing Team. You will primarily be working in the Corporate Actions Team and the role will encompass the full Corporate Action cycle on the platform. This will involve notifying clients of upcoming events, submitting client elections and updating the platform accordingly whether that be static data or on individual client accounts. Integral to this role is organisation and attention to detail. This means being a pro at managing daily tasks assigned to you and supporting the team in a variety of investment operations functions. Every day you’ll manage your assigned tasks, ensuring actions are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.

You’ll spend your time:

Ensuring corporate action processing is executed accurately and timely in line with our agreed processesMonitoring for ongoing corporate action updates and chasing where necessaryManaging internal and external queries, across multiple channelsLiaising with Fund Managers & BrokersReconciliation of corporate action eventsChecking peers workSupporting the investment operations team across the investment lifecylce, from asset onboarding through the trading process and corporate actions as required.Updating procedures & controlsSharing your knowledge across the platform operations team and wider business Building and maintain third-party relationships, ensuring we get the best from our suppliers and our clients are at the heart of everything you do

A bit about you

Your friends would probably describe you as the “super-organised” one, ridiculously well planned and someone who takes time to really understand people and their needs. You’re the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.

We’ve always placed more importance on cultural contribution above technical ability, but we’d really like you to have/be:

Previous experience in the financial services industry and ideally working with a wrap platformUnderstanding of the trading process, from execution through to settlement and reconciliation.Knowledge of different asset classes and impact to operational processesExcellent relationship building skillsAble to prioritise the high impact work, but never neglect the detailsExcellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly styleAble to anticipate the needs of those you work with, juggling conflicting prioritiesThe ability to think laterally and come up with new solutions to old problemsHelping people makes you happy

A little about us

Our purpose at Nucleus is to help make retirement more rewarding, with a vision to build the best retirement-focused platform in the UK. It is this purpose that drives everything we do. Whether you are working in a role that is customer-facing or not, you’ll need to be service-obsessed to work here.

It’s a fast paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our customers. We believe in you having your own chunk of responsibility and being trusted to make things happen.

Nucleus’ culture is something our people believe sets us apart from other places they’ve worked. We think big, know our stuff and move at pace, but always empowering others along the way and breaking new ground to find better ways of doing things. We know that sometimes the right choice is not the easy one, so empowering each other and celebrating others' successes, as well as our own, is part of what makes us Nucleus #WeAreNucleus

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us this is not a box-ticking thing, it’s a commercial imperative. It isn’t about being PC. It’s about being future relevant and durable.

Find out more on our

We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

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