CrawlJobs Logo
Barclays Logo Barclays · Banking

Specialist Investment Operations

United Kingdom, Glasgow · Job Posted April 10, 2026
Apply Position
Job Link Share

Job Description

Embark on a transformative journey as a Specialist Investment Operations at Barclays. Join a newly established Specialist Investments Team within Private Banking Wealth Management (PBWM) Operations, where you’ll play a key role in managing high-risk, complex investment activities through deep technical expertise and insight. Working within a global, virtual team spanning Glasgow and India, you’ll collaborate with high-performing colleagues to build specialist knowledge across a diverse range of investment products. In this role, you will be instrumental in enhancing the client experience by reducing front-to-back cycle times, improving operational efficiency, and driving increased automation across processes. This is an opportunity to work at the forefront of investment operations, handling sophisticated products and contributing to meaningful strategic change in a dynamic, fast-paced environment.

Job Responsibility

  • Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
  • Collaboration with teams across the bank to align and integrate operational processes
  • Identification of areas for improvement and providing recommendations in operational processes
  • Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency
  • Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders
  • Identification of industry trends and developments to implement best practice in banking operations
  • Participation in projects and initiatives to improve operational efficiency and effectiveness

Requirements

  • Proven experience managing complex investment products, such as Alternative Investments, Private Equity, Derivatives, or Structured Products
  • Strong stakeholder management skills, with the ability to influence, challenge, and build effective partnerships across senior levels
  • Excellent critical thinking and decision-making capabilities, particularly in high-risk and time-sensitive situations
  • Demonstrated experience in strategic planning, delivery, and driving change initiatives aligned to broader business objectives
  • Exceptional attention to detail, ensuring accuracy, precision, and consistently high-quality outputs

Nice to have

  • Strong knowledge of global financial markets, including capital markets, derivatives, private markets, and OTC products
  • Understanding of financial services regulations (e.g., SRD2, CASS, CBI, JFSC, GCMA, Companies Act)
  • Experience delivering strategic change, including automation and process optimisation initiatives
  • Professional qualifications such as CFA, CA, or IOC

What we offer

  • Fitness Suite
  • fitness classes
  • an on-site GP
  • a bicycle store
  • rooftop bar
  • clubs and societies
Barclays - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Specialist Investment Operations

8 matching positions

Senior Technical Operations Treasury Specialist

Mercury is building a complete finance stack for startups. We work hard to creat...
Location
Location
United States , San Francisco; New York; Portland
Salary
Salary:
95600.00 - 132800.00 USD / Year
mercury.com Logo
Mercury
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Hold active FINRA Series 7, 63, 24
  • Have 3-5 years of experience in broker-dealer or investment operations with firsthand involvement in trade support, account servicing, or control functions
  • Demonstrate strong organizational skills, attention to detail, and the ability to manage multiple operational workflows
  • Be comfortable collaborating across functions and working closely with engineers to refine processes and tooling
  • Possess a problem-solving mindset with a willingness to learn and grow within a regulated environment
  • Have excellent written and verbal communication skills, especially in documenting processes and surfacing issues clearly
Job Responsibility
Job Responsibility
  • Execute core day-to-day brokerage operations tasks such as account onboarding, account updates, trade settlement support, reconciliations, and exception handling
  • Work directly with engineering and product teams to troubleshoot operational issues, surface gaps, and test workflow improvements
  • Partner with compliance and support teams to ensure that operational activities align with regulatory requirements and customer needs
  • Assist in building and documenting processes, controls, and standard operating procedures to improve scalability and consistency
  • Identify operational inefficiencies and propose solutions that balance regulatory precision with efficiency
  • Provide hands-on support for new product or process rollouts, ensuring operational readiness and smooth adoption
What we offer
What we offer
  • base salary
  • equity (stock options)
  • benefits
  • Fulltime
Read More
Arrow Right

Investments Product Manager

GCG business in the UAE has a robust wealth management proposition serving a wid...
Location
Location
United Arab Emirates , Dubai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Results oriented with proven track record
  • Excellent written and oral communication skills
  • Ability to explain financial and economic topics in easy to understand language
  • Strong client service orientation & focus and capacity to recognize and assess risks and opportunities
  • Strong analytical and influencing skills
  • Team player, collaborative and team oriented work
  • Expert competence level in MS Excel, MS PowerPoint, MS Word and preferably Bloomberg / Morningstar Direct
  • Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
  • Self-starter with high work ethic and willingness to go the extra mile
  • High level analytical skills with in-depth knowledge on financial markets
Job Responsibility
Job Responsibility
  • Responsible for the local investment products offering, with special focus on Mutual Funds, Secured Lending, Structured Notes and Alternative Investments product proposition with the aim of enhancing their contribution to overall wealth management revenues as per country plan
  • Design & end-to-end implementation of investment campaigns & RM tacticals in order to increase investment penetration as well as increase investment active clients
  • Be responsible for Segment specific differentiation & investment product offers, to keep attractiveness of customer proposition intact and continuously present, in line with regional & global initiatives
  • Closely work with key stakeholders to timely resolve any issues and make tangible improvements on the client experience journey
  • Communicate to internal & external stakeholders consistently important KPI metrics such as Investor Profile, Investment Penetration and new Investment Accounts in order to increase awareness and focus on key qualitative and quantitative targets
  • Be responsible for the timely renewal of Product Programs, process manuals within the stated guidelines
  • Maintain ownership & excellent understanding of booking systems used in order to facilitate and enable system enhancements as per regional guidelines
  • Closely cooperate with the Investment Operations team to ensure seamless delivery of all aspects of process and controls, including documentation completeness
  • Efficiently support the front line sales team efforts by providing them timely responses on product related requests
  • Maintain Audit readiness at all times, achieve satisfactory internal and external audit ratings and provide relevant inputs into the periodic Manager’s Control Assessment reviews in order to mitigate operational risks in the product platform & respective processes
  • Fulltime
Read More
Arrow Right

Process Specialist III

We are looking for a skilled and detail-oriented Process Specialist III (Senior)...
Location
Location
United States , Columbus
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in customer service roles with a focus on professionalism and responsiveness
  • Ability to compile, process, and interpret data accurately
  • Familiarity with annuities and investment products is highly desirable
  • Strong communication skills for interacting with advisors, customers, and vendors
  • Excellent organizational skills to manage multiple tasks effectively
  • Experience in operational support or similar roles
  • Demonstrated ability to work collaboratively in a team environment
  • Attention to detail and commitment to delivering high-quality results
Job Responsibility
Job Responsibility
  • Perform operational tasks with accuracy and efficiency to support business processes
  • Compile and analyze data for system inputs and reporting purposes
  • Communicate effectively with advisors to ensure clear understanding of processes and requirements
  • Provide excellent customer service by addressing inquiries and resolving issues promptly
  • Build and maintain strong relationships with vendors to support business operations
  • Apply knowledge of annuities and investment products to assist with relevant tasks and decision-making
  • Ensure compliance with company policies and procedures in all activities
  • Collaborate with team members to streamline processes and optimize workflow
  • Identify opportunities for improvement and contribute to the implementation of solutions
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Investment Operations Specialist

A well-established wealth management firm in Parsippany, NJ is seeking an Invest...
Location
Location
United States , Parsippany
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in investment operations, financial services operations, or client service
  • Exposure to separately managed accounts, alternative investments, or structured products preferred
  • Strong attention to detail with the ability to manage multiple requests simultaneously
  • Comfortable working in systems-driven environments (CRM / workflow tools
  • Salesforce experience a plus)
  • Professional communication skills and a service-oriented mindset
  • Experience with platforms such as AQR, CAIS, iCapital, or similar is a plus
Job Responsibility
Job Responsibility
  • Manage investment and trade requests from initiation through completion
  • Track and move requests through workflow systems, ensuring accuracy and timeliness
  • Coordinate with internal teams, external partners, and custodians to resolve issues and clear exceptions
  • Confirm accounts are properly set up with required features, restrictions, and documentation
  • Maintain organized records and support reporting, reconciliations, and internal controls
  • Provide operational support across SMAs, alternative investments, and structured products as needed
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Enrollment in company 401(k) plan
Read More
Arrow Right

Senior Institutional Investment Operations Specialist

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist t...
Location
Location
India , Bengaluru
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 30, 2026
Flip Icon
Requirements
Requirements
  • 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Lead end-to-end lifecycle support across Institutional Investment Banking Operations, including trade processing, settlements, funding, custody, asset servicing, and reconciliations
  • Drive operational transformation using ETL and automation tools such as Alteryx, Xceptor, Power Automate, Power Apps, and related platforms
  • Design, develop, and govern data pipelines, operational dashboards, and analytics solutions using Tableau, Power BI, and enterprise data sources
  • Apply AI and advanced analytics (eg, intelligent document processing, predictive analytics, anomaly detection) to improve accuracy, efficiency, and risk controls
  • Manage and optimize client onboarding, cash and payments processing, securities settlement, custodial operations, structured products, and general ledger reconciliations
  • Lead or participate in complex, cross-functional initiatives spanning operations, technology, risk, and compliance
  • Identify, assess, and implement opportunities for process optimization, straight-through processing (STP), and control enhancements
  • Provide thought leadership and execution oversight for large-scale efficiency, automation, and transformation programs
  • Review and analyze complex operational workflows, data flows, and control frameworks requiring in-depth evaluation and judgment
  • Exercise independent judgment to resolve complex operational, data, or technology issues
  • Fulltime
!
Read More
Arrow Right

Senior Institutional Investments Operations Specialist

Wells Fargo is seeking a Senior Institutional Investment Operations Specialist f...
Location
Location
United States , Charlotte
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Support firm-wide regulatory reporting obligations and associated operational control processes
  • Execute daily, monthly, and quarterly regulatory reconciliations, including break identification, investigation, and remediation
  • Investigate, document, and resolve reporting discrepancies between internal systems and external repositories
  • Validate regulatory reporting outputs against applicable regulatory requirements and underlying booking models
  • Support CFTC and other applicable regulatory reporting obligations
  • Maintain robust operational controls to ensure regulatory compliance, data integrity, and reporting accuracy
  • Escalate aging breaks, control deficiencies, and systemic risks in line with established governance standards
  • Support issue, incident, and corrective action management, including root cause analysis and remediation tracking through closure
  • Produce audit-ready documentation, supporting evidence, and key reporting metrics
  • Support Internal Audit, Compliance Testing, and regulatory examinations
  • Fulltime
Read More
Arrow Right

Kyc/kyb Due Diligence Specialist

You’ll join our Due Diligence Operations team, placing you in a unique position ...
Location
Location
Estonia , Tallinn
Salary
Salary:
Not provided
lightyear.com Logo
Conclusive Financial
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-3+ years of experience in a KYC or KYB role within a regulated financial firm in the UK or EEA is a must
  • Defined compliance processes and workflows from scratch
  • Worked cross functionally with legal, product and engineering teams
  • Exceptional written and spoken English
  • An understanding of the investment world is great, but it’s not required. A willingness to learn about it is a must, though!
Job Responsibility
Job Responsibility
  • Analyse, review and evaluate our customers to fulfill internal KYC/KYB requirements
  • Liaise with customers on KYC/KYB and general queries
  • Perform due diligence on our customers, incl. EDD, ODD and OEDD and sanctions, PEP and adverse media screening
  • Automate KYC/KYB processes by collaborating with our product engineering team and working with external partners
What we offer
What we offer
  • A competitive startup package with stock options that vest monthly after a one-year cliff
  • Brand new office in Tallinn (Kalamaja)
  • Flexible working hours
  • A flexible approach to working remotely - 2 remote days per week allowed
  • Private health insurance
  • All the usual office facilities, including free tea, coffee & snacks
  • Dog-friendly office
  • Cycling or running to work? We’ve got showers, bike storage and lockers
Read More
Arrow Right

Investment Operations Senior Specialist

We are seeking an Investment Operations Specialist to join an Investment Operati...
Location
Location
United States , Milwaukee
Salary
Salary:
Not provided
tier4group.com Logo
Tier4 Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in business, finance, accounting, real estate, management, information systems, or equivalent experience
  • Three or more years of related investment operations experience preferred
  • Experience supporting a variety of investment asset classes and transaction types
  • Prior experience with investment operations and/or accounting systems
  • Strong analytical and problem‑solving skills
  • Excellent verbal and written communication skills
  • High attention to detail and commitment to accuracy
  • Ability to work effectively as part of a team
  • Strong attention to detail
  • Ability to work under pressure and meet deadlines
Job Responsibility
Job Responsibility
  • Ensure accurate and efficient execution of transactions across public and private investment portfolios, including domestic and foreign securities, fixed income, equities, derivatives, private placements, real estate equity, and mortgage loans
  • Partner with bank representatives, brokers, traders, and front‑office teams to support timely and accurate trade settlement
  • Respond to inquiries related to investment holdings, transactions, and activity
  • Maintain and validate investment data for complex security types across multiple systems
  • Perform reconciliations and collaborate with internal business partners to resolve discrepancies
  • Ensure timely and accurate investment positions, commitment updates, and critical investment attributes
  • Investigate and resolve cash receivable and payable exceptions
  • Conduct in‑depth analysis related to investment holdings, trading activity, and investment initiatives as requested
  • Train and support new team members and serve as a subject‑matter resource for assigned investment types and procedures
  • Stay informed on industry trends and developments that impact investment operations and processing
What we offer
What we offer
  • Competitive Rates
  • Benefits
  • free daily lunch when onsite
Read More
Arrow Right