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About the Role
The Senior Investment Operations Analyst role supports the daily management of operational investment tasks, executing Trustees' investment instructions. This role also supports the governance and oversight of critical investment outsource providers to mitigate risks. The successful candidate will collaborate with stakeholders across various teams and outsourced service providers to identify risks, maintain controls, analyze incidents, and enhance operational processes for strong member outcomes and scheme governance. This position offers significant exposure to investments, governance, risk management, outsourced provider oversight, and strategic change initiatives within a large DC Mastertrust.
Responsibilities
- Provide active oversight of trade processing between Fund Manager, Fund Accounting, and Custody, investigating and resolving issues.
- Monitor segregated accounts, ensuring thresholds and outputs are within tolerance, and provide oversight and sign-off.
- Review swing pricing data reporting and report any issues.
- Review unit pricing policies for compliance with ABI Guidelines and ensure operational processes align with defined policies.
- Oversee and interrogate Stale Price scenarios, communicating with third parties.
- Review Bank Holidays and manage their impact on unit pricing and cash allocation across all funds.
- Execute trading of non-TPP schemes.
- Execute asset allocation and trading instructions with NT.
- Manage and coordinate deep-dive analysis of trading positions, cash flows, performance attribution, and price comparisons against benchmarks.
- Support reviews of pricing, valuation, reporting, and operational data used across Investments.
- Support the production of performance reporting for trustees and boards.
- Support the end-to-end production of factsheets.
- Support technical analysis for critical Investment Team projects, including creating VBA/macro-enabled spreadsheets and integrating proprietary systems.
- Document operational processes and control procedures.
- Support the maintenance and documentation of the Risk & Control Framework for Investments.
- Assist in identifying new risks arising from operational changes, transitions, or new investment initiatives.
- Track risk ratings and support updates following incidents or reviews.
- Support preparation for Risk Forums, committees, and risk governance meetings.
- Maintain and upkeep the risk management system for Investments.
- Log, categorize, and analyze incidents within the risk management system.
- Assist with root-cause analysis and tracking of corrective, preventative, and detective actions and controls.
- Identify trends in incidents and control effectiveness to support continuous improvement.
- Support preparation of governance materials and review governance packs from outsourced providers.
- Document due diligence and ongoing oversight activities for asset managers and fund administrators.
- Monitor service providers against agreed IMAs, SLAs, KPIs, and control expectations.
- Support operational change initiatives including asset transitions, fund launches, and system enhancements.
- Embed new controls into BAU processes.
- Ensure risks are considered as part of new initiatives.
- Identify and implement process efficiencies within daily activities.
- Adhere to Company Risk Management policy and procedures.
- Apply and promote Treating Customers Fairly (TCF) culture and principles.
- Adhere to Company Diversity & Inclusion policy.
- Provide support and cover for other team members during absences.
Requirements
- Degree in Finance, Economics, Mathematics, or related discipline (or equivalent experience).
- 2 years of relevant experience in financial services, risk management, or investment operations.
- Strong interest in investments and risk management.
- Strong analytical skills with attention to detail.
- Ability to understand and document processes and risks clearly.
- Excellent written and verbal communication skills.
- Confidence working with data, Excel, and structured documentation.
- Ability to work collaboratively across teams, managing multiple projects concurrently.
- Strong proficiency in Microsoft Excel (pivot tables, formulas) and data handling.
- Strong written and verbal communication skills.
- Knowledge of investment products and asset classes.
- Exposure to risk management frameworks or financial services operations.
- Experience with Power BI or other data visualization tools.
- Familiarity with SQL or Python for data analysis.
- Basic understanding of Direct Contribution and Direct Benefit Schemes in the UK.
- Experience with Microsoft Visio and Risk Management Systems.
Skills
- Microsoft Excel (pivot tables, formulas)
- Data handling
- Power BI
- SQL
- Python
- Microsoft Visio
- Risk Management Systems
Location
- City of London
Work Type
- Full-time
Experience Level
- Senior
Education Level
- Degree in Finance, Economics, Mathematics, or related discipline (or equivalent experience)
Benefits
- Opportunities for further study (CFA, IMC or FRM)
About the Company
- The role is with a growing organisation where people come first.
- The company manages pension schemes for members.
- The company operates a £40bn DC Mastertrust.