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Job description

Would you like the opportunity to work within a growing, dynamic team within a niche wealth management firm? We are seeking to hire an Operations Analyst.

Reporting to the Operations Manager, the ideal candidate will possess a minimum of 2 years’ experience in a similar role within the financial services industry. We are looking for someone with advanced excel skills and data analysis.

The ideal candidate would be positive, organised and have a proven ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure, remaining flexible, proactive, resourceful and efficient with a high level of professionalism and confidentiality is crucial to this role. Expert written and verbal communication skills, strong analytical and numeracy abilities with attention to detail are equally important.

Specific duties and responsibilities include:

· Data analysis and maintenance of the firm’s investment management systems (Third Financial Software – IMS and CRM), including but not limited to responsibility for the following data – custodian data, client data, securities data, transactions, pricing feeds, currency data, benchmark and indices data, static data

· Onboarding of new custodians and providers, including, where required, new data feed implementation (transaction mapping, technical coding requirements & detailed testing)

· Continual review of the Operations processes and procedures to find efficiency and enhancements, automation where possible to reduce risk of human error, working with third party providers and internal departments, for example, MASECO IT, Compliance and Wealth Management Teams

· Market research and requirements gathering for potential solutions to improve process/system efficiencies within Operations and presenting recommendations to the Operations Manager to enact change

· Written requirements for new and existing IT applications liaising with IT to improve efficiencies and minimise system bugs

· Written documentation of new processes in required business format with periodic review and update

· Management of system upgrades of IMS and internal IT applications, including full system testing of new and existing functionality in UAT prior launch to the business

· Project work, both independently and as part of the team, to enhance processes and efficiencies in all areas of Operations and the wider business

· Generation and provision of key periodic MI reporting

· Working with custodians and platform providers to resolve issues in a timely manner with continual focus on enhancing processes

· Implementation of new controls providing support and training to the team

· Assisting team members and Operations Manager with their workload when required

· Other ad-hoc responsibilities and tasks as assigned by the Operations Manager

Skills and specifications for the role:

· Advanced Excel knowledge

· VBA experience advantageous though not required

· Strong knowledge of Microsoft Office

· Technical minded with the ability to write detailed software requirements for IT

· Strong analytical and problem-solving skills

· Understanding of MiFID II regulation (MiFIR Transaction Reporting & portfolio depreciation notifications) advantageous though not required

· Competent individual with willingness to take on responsibility

· A quick learner with ability to absorb and understand requirement

· Organised with a methodical approach, detail oriented

· Ability to carry out multiple tasks effectively to meet deadlines

· Keen, proactive, positive individual with a ‘can-do’ attitude

· A hands-on approach with strong project management skills

· Ability to communicate both written and verbally in a respectful but effective manner

· Ability to work independently and run self-directed projects, often under pressure to meet project deadlines

· Team player with experience of working in a team environment, assisting and supporting others when required

· Tactful, trustworthy, diplomatic, able to maintain confidentiality

· CRM experience is advantageous, but training will be provided

Education and qualification requirements:

· A minimum of 2 years’ experience in a similar role within financial services

· A-levels or equivalent

Commitment to Equal Opportunity

MASECO believes that a diverse and inclusive workforce produces the best results and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, nationality, ethnicity, religion or belief, national origin, age, disability, sex, sexual orientation, gender reassignment, pregnancy or any other basis protected by applicable law.

MASECO is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please let us know the nature of your request and your contact information.

Global Data Privacy Notice for Applicants

The Data Protection Act 2018 (and any successor legislation), which implements The General Data Protection Regulation (GDPR) into UK law, regulates, amongst other things, the way we manage the data of job applicants. MASECO LLP is dedicated to protecting the confidentiality and privacy of personal data entrusted to us. We comply with all applicable data protection laws. By submitting your application, you are agreeing to our use and processing of your data as required. Our Data Protection Policy can be found on our website.

Job Types: Full-time, Permanent

Salary: £40,000.00-£45,000.00 per year

Benefits:

• Cycle to work scheme
• Life insurance
• Private medical insurance
• Referral programme
• Wellness programme

Schedule:

• Monday to Friday

Supplemental pay types:

• Performance bonus

Application question(s):

• Do you have advanced excel skills?

Experience:

• Investment Operations: 2 years (required)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote