Investment Operations Assistant Manager
Core
Support daily operations of share dealing and investment services (ISAs, SIPPs, Smart Portfolios) for UK clients, ensuring accuracy, compliance, and process improvement.
Role type
Assistant Manager, Investment Operations
Builds
Share dealing and investment operations workflows for UK retail clients
Domain
UK Fintech / Wealth Management
Required skills
UK share dealing environment knowledge, operational controls, data analysis, Excel proficiency, regulatory reporting, stakeholder management
Preferred skills
SIPP/ISA subject matter expertise, corporate actions knowledge, process automation, Tableau/Looker, AI tools
Responsibilities
Process corporate actions, monitor client incentives, prepare regulatory reporting, act as senior escalation point for complex client queries, identify automation opportunities, maintain process documentation
Seniority
Mid-level, hands-on IC with team support