Investment Operations, Fixed Income

4657670
  • Job type

    Permanent
  • Location

    Central London
  • Working Pattern

    Full-time
  • Specialism

    Front Office
  • Industry

    Banking & Financial Services
  • Pay

    Up to £55,000 (dependent on experience)

Investment Operations, Fixed Income, Wealth Management, UHNW


A boutique investment management firm, specialising in Fixed Income, serving Ultra High Net Worth Individuals (UHNWIs), is looking for someone to join their small Investment Operations team. This role suits a junior candidate with wealth management or UHNW experience, looking to get involved in all areas of Investment Operations within a dynamic, close-knit environment. With the business being early in its journey, this role will involve multiple areas of Investment Operations, from supporting the full trade lifecycle, to trade and treasury management, and client reporting.

Key Responsibilities:
  • Trade Management: Ensure accurate and timely trade processing and settlements, resolve trade issues, and maintain operational data.
  • Reporting: Produce accurate performance and risk reports, and address client and investment team queries.
  • Treasury Management: Monitor liquidity, optimise cash flow, and assist with payments.
  • Operational Efficiency: Streamline processes, maintain systems, and onboard custodians.
Requirements:
  • Experience within a middle office/operational role
  • Experience with multiple asset classes, including Fixed Income
  • Experience in client reporting and investment team support
  • Knowledge of Fixed Income products
  • Proficiency in Microsoft Excel
  • Attention to detail and problem-solving skills
This role offers a competitive base salary and bonus, with growth opportunities and exposure across the business during a period of expansion.

Apply for this job

Talk to Adam Ledger, the specialist consultant managing this position

Located in London-City, 5th Floor, 107 Cheapside, Telephone +44 333 010 6212
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