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Job Details

Closing Date
02/03/2018 15:50
Leeds (Head Office)
23 January 2018

Investment Operations Executive

A vacancy has arisen in our Investment Management Department for a full time Investment Operations Executive. The successful candidate for this role can be based at either of our Leeds or Locksbottom offices.
Reporting to the Investment Operations Coordinator, the role involves providing support and assistance to the firm and clients, within the Investment Operations department.  This includes a keen focus on improving operational processes which affect investment management across the firm; dealing with queries and questions, administering and circulating placing information, and probate valuations.
Further responsibilities include:
  • providing innovative ideas relating to processes and projects to increase efficiency and improve working practices across the investment management function.
  • assisting with general client enquiries, ad-hoc requests and any other additional tasks.
  • ensuring all telephone calls to the Investment Operations Team, from offices or clients, are responded to within a timely manner.
  • monitoring managed client reporting via the client reporting software system and assisting with data queries raised by exception reports.
  • monitoring and reviewing all MiFID II reporting (e.g. 10% Portfolio falls).  
  • ensuring data issues raised by Investment Managers are passed to the relevant department to rectify.
  • creating investments schedules, pitching documents on presentations for existing and potential clients.
  • providing cover & support for other members of the team including the probate valuation service; liaising with HO departments and checking and updating data as required.
  • assisting with any Capital Gains Tax enquiries from Investment Managers across the firm.
  • analysing and monitoring internal data, programs and processes and initiating the correction of any issues.
  • maintaining a relationship with the firm’s offices, by providing a central point of contact as a liaison between Head Office and the wider firm.
  • carrying out office visits and assisting in the setting up of new offices as required.
  • administering and circulating placing and new issue information.
The role requires an interest in the stock market and an understanding of Capital Gains Tax and Corporate Actions. Previous experience within an Investment Management firm – in particular within Corporate Actions, Financial Planning Administration and Capital Gains Tax is preferable.
Applicants should possess:
  • the ability to understand and analyse complex information.
  • experience of communicating with clients and colleagues – verbally and in writing.
  • excellent analytical skills with a high level of attention to detail.
  • the capability to work under pressure whilst organising and managing time effectively.
  • the ability to be innovative and look for ways to improve processes.
Ideally all candidates will be educated to A level (or equivalent). Industry level qualifications are also preferred – for example the IOC.
Strictly no recruitment agencies please. 
Hours of work: 8am to 5pm - 40 hours per week
Salary: competitive
If you would like to apply then please send your CV and a covering letter to:
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