Fund & Investment Operations Analyst (Equity Service Specialist) (m|f|x) London

This is a mid-level role in the Equity Service Investment Operations Team (of four) sitting within the wider Service team of 13. Key tasks cover start of day set up and checks to support the portfolio managers, liquidity, cashflows, monitoring of trading activity and overall insights.

IMG Service Team are evolving and this role will have the opportunity to provide front line operational support to Equity Investment Group, as well as learning and supporting investment data management. Previously these two teams were split between Investment Operations and Global Investment Data Management but are now evolving as Investment Management Group (IMG) Service within Enterprise Investment Services (EIS).

This is a mid-level role in the Equity Service Investment Operations Team (of four) sitting within the wider Service team of 13. Key tasks cover start of day set up and checks to support the portfolio managers, liquidity, cashflows, monitoring of trading activity and overall insights.

Ideal candidate will have strong Operations experience including detecting and responding to operational incidents, managing stakeholders with appropriate escalations, and strong understanding of the investments lifecycle. Strong experience in equities is preferred.

Aufgaben

• Develop a deep understanding of the end-to-end Equity investment process conceptually and operationally
• Support portfolio managers and traders as the key IMG Service client by:
• Responding to Investment process queries and concerns quickly with adequate insight and explanation
• Engaging wider EIS teams to collate the information or actions required by Desk
• Monitor and understand portfolio movements to provide insights to the Desk, especially liquidity (investable cash), and trading activity using the tools available
• Monitor market/world events and consider how these may impact the Investing process and therefore the EIS working day. Discuss with colleagues.
• Engage with the Investment Teams directly to build strong interpersonal relationships.
• Work with Investment Risk and Operational Risk Teams to improve controls and control environment
• Identify, build and drive process improvements to improve the efficiency and effectiveness of IMG Service processes eg: automations, new coding, tech suggestions.
• Familiarize with the Vanguard Management System as an approach to continuous improvement (managing time, communicating effectively, root cause analysis of incidents, continuous learning).
• Participate in special projects and perform other duties as assigned.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Minimum of five years related work experience within Fund Operations or Investment Team-facing role
• Undergraduate degree or equivalent combination of training and experience. Accounting, Finance degree or CFA preferred
• Experience in equity investments

Das erwartet Sie

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Diese Anzeige auf LinkedIn teilen →

Kontakt

Standort

The Walbrook Building, 25 Walbrook GB-EC4N 8AF London