Are you a hands on, problem solving analyst with a background in Financial Services?
Our client, a growing investment platform, is looking for a Operations Analyst to join their Edinburgh based Transfers team.
About the firm:
This is a fantastic opportunity to join a forward-thinking investment platform known for its commitment to innovation and growth, and its pride in a people-first culture. As part of a supportive and collaborative team, you’ll focus on problem-solving and innovation. This firm has recently been recognised as one of the UK’s Best Workplaces for Development 2024.
About the role:
- Processing operational tasks such as transfers and cash payments across various investment wrappers (ISAs, JISAs, GIAs, and Pensions)
- Managing cash and asset flows using internal and external transfer and payment systems
- Collaborating within a small team to ensure accurate and timely completion of daily tasks
- Maintaining ownership of requests until resolution, ensuring compliance with agreed SLA’s
- Taking responsibility for key operational processes within the operations domain
- Identifying and resolving technical issues using Python scripts and collaborative applications, while adapting to evolving business needs
About you:
- Strong knowledge of transfer processes, including Equisoft (ATG) and Origo
- Experienced with established platforms
- Thrive in fast-paced environments with frequent context switching
- Eager to learn and take ownership of processes and customer outcomes
- Proactive, with a high level of ownership in delivering optimal client results
- Organised and effective at cross-team communication
- Interested in technical builds and keen to work in a tech-focused environment
If you’re excited about the chance to be apart of this growing team, please apply today. We would love to hear from you!