Investment Management Operations Associate Jobs

Investment Management Operations Associate

Orbis Consultants

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

As an Operations Associate, you will support day-to-day investment operational activity across a range of asset classes including OEICs/unit trusts, ETFs, FX, listed equities, bonds, investment trusts, and occasional structured products. Your focus will be on ensuring the accurate and timely execution of trades, effective risk and control management, and the smooth running of investment processes across internal and external platforms.

Job Responsibility:

Manage daily dealing activity, order execution, trade settlements, and reconciliation
Oversee cash management, corporate actions, and risk-related controls
Support fund reporting and communication with Authorised Corporate Directors (ACDs)
Ensure client portfolios remain aligned to agreed model strategies, maintaining appropriate tolerances across multiple platforms
Uphold regulatory standards, internal controls, and operational best practices
Ensure all trading and operational processes meet industry and governance requirements

Requirements:

3+ years of wealth operations experience
Strong understanding of a broad range of financial instruments
Knowledge of financial markets, investment strategies, and operational processes
Excellent analytical capabilities with strong problem-solving skills
Clear and confident communication, both written and verbal

Nice to have:

Strategic mindset with the ability to think ahead and support long-term operational development
Clear vision and leadership qualities to help inspire positive change within the team
Confident decision-maker with the ability to prioritise effectively
Innovative and improvement-focused, with a desire to simplify and enhance processes
Adaptable in a fast-moving environment, embracing new tools, systems, and market changes
Collaborative, working closely with colleagues and external partners to achieve shared goals

Additional Information:

Job Posted:
December 11, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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