Investment Operations Associate

Investment Management Operations Associate – London – Hybrid

An exciting opportunity has arisen for an Investment Management Operations Associate to join a growing, forward-thinking investment business. You will report to the Investment Management Operations Manager.

About the Role

As an Operations Associate, you will support day-to-day investment operational activity across a range of asset classes including OEICs/unit trusts, ETFs, FX, listed equities, bonds, investment trusts, and occasional structured products.

Your focus will be on ensuring the accurate and timely execution of trades, effective risk and control management, and the smooth running of investment processes across internal and external platforms.

Key Responsibilities

Investment Operations

• Manage daily dealing activity, order execution, trade settlements, and reconciliation.
• Oversee cash management, corporate actions, and risk-related controls.
• Support fund reporting and communication with Authorised Corporate Directors (ACDs).
• Ensure client portfolios remain aligned to agreed model strategies, maintaining appropriate tolerances across multiple platforms.

Compliance & Oversight

• Uphold regulatory standards, internal controls, and operational best practices.
• Ensure all trading and operational processes meet industry and governance requirements.

What You’ll Bring:

• 3+ years of wealth operations experience
• Strong understanding of a broad range of financial instruments.
• Knowledge of financial markets, investment strategies, and operational processes.
• Excellent analytical capabilities with strong problem-solving skills.
• Clear and confident communication, both written and verbal.

Personal Attributes

• Strategic mindset with the ability to think ahead and support long-term operational development.
• Clear vision and leadership qualities to help inspire positive change within the team.
• Confident decision-maker with the ability to prioritise effectively.
• Innovative and improvement-focused, with a desire to simplify and enhance processes.
• Adaptable in a fast-moving environment, embracing new tools, systems, and market changes.
• Collaborative, working closely with colleagues and external partners to achieve shared goals.

Why Join Them?

You’ll be part of a supportive, ambitious organisation that values expertise, continuous improvement, and exceptional client service. The environment encourages career development, innovation, and teamwork—offering the chance to grow professionally while contributing to a high-performing investment business.

Please apply below if interested.