Investment Operations Analyst 6 Month Secondment/fixed Term Contract
Bankstcharles
Glasgow, United Kingdom
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Manual account creation and maintenance
Asset transfer between client portfolios
Excel proficiency with pivottables vlookup macros
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Bankstcharles is seeking an Investment Operations Analyst for a 6-month secondment in Glasgow, UK. The role involves supporting operational processes such as reporting, trading, and issue resolution while ensuring compliance with policies in a regulated environment.
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Job Summary
This role supports a short-term project involving manual processing activities and case management within a regulated banking environment.
The successful candidate will be responsible for manually creating and maintaining client accounts while accurately transferring assets between portfolios.
You must demonstrate strong attention to detail to complete process-driven tasks correctly the first time while managing a weekly case load.
Matching Summary
Match Score: 75
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Bankstcharles is seeking an Investment Operations Analyst for a 6-month secondment in Glasgow, UK. The role involves supporting operational processes such as reporting, trading, and issue resolution while ensuring compliance with policies in a regulated environment.
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Skills & Requirements
Must-have
Manual account creation and maintenance
Asset transfer between client portfolios
Excel proficiency with PivotTables VLOOKUP Macros
Strict adherence to policies and procedures
Weekly case load management and timelines
Nice-to-have
Previous back-office or case-based experience
Strong written and verbal communication skills
Ability to escalate issues with sound judgement
Experience in regulated environments
Excellent time management and prioritization
Key Requirements
Proficiency in Excel including PivotTables VLOOKUP and Macros
Proven ability to follow policies in regulated environments