Operations Analyst - Institutional Oversight

City Of London, England, United Kingdom

11/26/2024

Role Title

Operations Analyst - Institutional Oversight

Contract location

Full time role - M-F onsite in London

Contract start date

ASAP - January 2025 (PAYE inside IR35)

Contract duration

6 months

The Role:

Institutional Oversight (IO) and MAS Operations (MAS Ops) team sits within Client Operations and has primary responsibility for all aspects of institutional account onboarding, portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives. The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships.

Day to day:

• Assist our client with an onboarding function by which they manage pension funds for other firms
• The role mainly consists of data entry and project management amongst numerous operations teams globally
• Report and escalate to management as needed
• Manage the relationship with the client and all stakeholders
• Understand operational risks within the team and actively work to mitigate risks
  
  

We are looking to engage with individuals who have the following skills/experience:

• Solid organizational skills including attention to detail and multi-tasking skills
• Strong leadership skills
• Excellent client-facing and internal communication skills
• Self -starter who can learn quickly and hit the ground running in a fast paced environment
• Excellent written and verbal communication skills
• Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint
• Bachelor’s degree required
• Demonstrate strong risk management principles
  
  

Preferred Qualifications

• Significant prior experience in Onboarding, Operations and/or Financial Services - relevant work experience
• Demonstrate ability to partner across product groups, regions and functional responsibilities
• Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions