Job description


Investment Operations Analyst (1164)

The Role

This is an excellent opportunity for an individual with an Investment Operations background, to join a leading Wealth Management organisation based in Sheffield at a time of exciting change and significant targeted growth.

The Company

IM Asset Management Limited (IMAML) is an integrated Financial Planning and Private Client Investment Management company providing planning and investment services to both professionals and individuals.  IM Asset Management is a separate subsidiary company of the Irwin Mitchell Group (a top UK law firm), it directly employees around 50 individuals. With approximately £780m of assets under management across 800 clients. IM Asset Management has ambition to accelerate its recent successful growth.

The Role

As part of the Investment Operations Team, and reporting directly to the Investment Operations Team Leader, the successful candidate will provide support to the Investment Management and  Financial Advice Teams. This will include responsibility for the efficient management in all aspects of investments and portfolio administration. This will include:

  • Processing investment transactions through the organisations IT platforms in accordance with quality standards regulation and compliance obligations including:
  • Managing client cash positions and requests
  • Cash & Stock reconciliations
  • Posting cashbook transactions and maintaining sub-ledgers
  • Settling trades for all securities types including: UK, Overseas and Unit Trust transactions within specified deadlines
  • Timely production of client and regulatory reporting
  • Efficiently performing day to day activities in relation to client assets, primarily stock and cash, including Corporate Action monitoring and maintenance, and dividend processing
  • Maintaining account records accurately to reflect correct and up to date information
  • Processing daily data/price feeds & verification upon completion
  • Assisting when required in various improvement projects within the operations department
  • Ensuring all key administrative task are carried out within set deadlines to required quality standards, taking regulation and compliance obligations into account
  • Maintaining a thorough knowledge of individual and departmental responsibilities involved when working within a regulated environment.

Essential requirements:

  • You must have proven back office operations experience specifically relating to wealth management
  • A high standard of compliance and regulatory knowledge
  • Demonstrable ability in using Microsoft Excel in the workplace, with strong skills in numeracy and accuracy.
  • Excellent problem solving skills and able to deal with high volumes of work, as well as show attention to detail when instructing high value transactions.
  • You must possess confident communication skills and work effectively in both a team and alone. You must have the ability to manage and prioritise your own workload and meet tight deadlines.

Desirable attributes:

  • Degree educated (or equivalent) in a relevant subject, such as Economics, Maths, Accounting, Finance etc, however extensive experience will be considered.
  • Ideally you will also have, or be studying towards, relevant IOC, FA or RO qualifications
  • Experience/knowledge of dealing with the complexities relating to handling vulnerable clients, e.g. personal injury and patients of the Court of Protection, including the Trust entities formed to protect to such clients.
  • Experience working within or interacting with the Legal sector.



The Benefits

In addition to your basic salary we have a competitive benefits package including pension, critical illness cover, health cash plan, death in service, discounted legal services, 25 days hols (this increases with length of service), discounted online shopping, discounted gym memberships and season ticket loans.

With a cultural emphasis on personal development team members are actively encouraged and supported in progressing their professional qualifications.

Additional Information

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

The background checks made will establish your eligibility to work in the UK, and criminal record check and financial checks ­with a credit reference agency will also be undertaken.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.

Close map
Riverside East, 2 Millsands, Sheffield, Yorkshire, United Kingdom, S3 8DT
  • Business Area:
    IM Asset Management
  • Team:
    IM Asset Management
  • Working Hours:
    Full Time
  • Vacancy Type:
  • :
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