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Graduate Investment Operations Officer (6 month FTC)

FNZ Birmingham, Vereinigtes Königreich
Gepostet vor 12 Tagen Permanent Competitive
FNZ provides an opportunity to gain unparalleled experience working for an organisation with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector.

This is a fantastic opportunity for motivated graduates looking to kickstart their career within the financial services industry. Our Investment Operations Function is fast-paced and high performing. We are looking for people who want to learn and grow within a globally recognised financial technology firm.

Role Description

This position has been created due to exciting company growth and we are looking for people to join us on a 6-month FTC, the opportunity will provide you with in depth knowledge and exposure to excel in your career.

This role is responsible for core processing within specific functions, depending on the individual team, within one of the designated Investment Operations Functional Areas, and is responsible for the quality processing for Corporate / Retail Clients on behalf of FNZ.

This means the following key requirements,

  • The role holder will be responsible for all aspects of day to day processing, ensuring that all processes are followed correctly and completed to a high level of quality.

  • The role holder will be responsible for service delivery to our corporate clients from their core activities, ensuring accuracy, compliance, and achievement of service standards in accordance with clients' KPIs.

Specific Role Responsibilities


  • Deliver best in class operational services to clients and internal partners.

  • Support operational relationships across the global business, ensuring collaborative engagement and partnering to achieve the best results and protection for clients and the business.

  • Participate as an internal stakeholder and positively support the relationships globally to create a positive, collaborative, and engaged relationship.

  • Engage with external stakeholders in relation to their team's issues, service standards, change and risk including clients, custodians, consultants, potential clients, third parties, regulators, and non-executive directors.


  • Ensure that completion of daily tasks are true and accurate, minimising errors with processing and quality actions,

  • Delivery of KPI / KRI's in relation to customer contractual terms, taking action to prevent failure, through quality processing

  • Support, contribute to, and challenge the delivery of the Operational Transformation Programme (or any other continuous improvement programme), ensuring delivering and milestone completion for the team.

  • Complete personal risk management, covering Control Attestation, Risk Event and Breach Reporting, ensure accurate and timely reporting, with focus on quality and prevention.

  • Ensure adherence of operational controls, to reduce errors and mitigate potential for fraud; and deliver reporting / evidence to the Manager and/or Senior Officers to evidence standards achieved.

  • Support quality of processing for handling client assets and client money within role; and deliver reporting / evidence to the Manager and/or Senior Officers to evidence standards achieved.


  • Maintain training requirements

  • Encourage a culture of collaboration, supportive challenge and discussion through openness and ethical decision making.

  • Be an effective communicator, ensuring that information is communicated effectively to necessary parties and in a timely manner for purpose of rapid resolution

  • Ensure compliance with all mandatory training is completed in a timely fashion.

  • Support, implement and manage the FNZ culture, meeting the FNZ conduct standards and focus on collaboration, debate, openness, and engagement for staff.

  • Develop professional and technical knowledge and skills, via training & development, in order to meet Continuing Professional Development requirements..

Experience Required

Required Knowledge & Skills

  • A degree or equivalent in a finance, business or numerate discipline.

  • Operations experience within the Wealth Management / Platform industry.

  • Experience in client services.

  • Experience in using Excel for data analysis.

  • The ability to work accurately and to deadlines.

  • Excellent interpersonal and communication skills.

Preferred Knowledge & Skills

  • Proposition knowledge of platform industry, from Retail Client to Asset Servicing delivery.

  • Technical operational knowledge relative to the team under role holders' remit,

  • Change management experience,

  • Understand of risk/compliance policies and processes for a financial services business

  • Able to demonstrate understanding of regulations that apply within the region

What we offer

  • Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world's largest companies;

  • Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority;

  • We provide significant financial rewards for high performing individuals

  • We provide global career opportunities for our best employees at any of our offices in the UK, EU, US and APAC.

What will you need to succeed at FNZ?

  • A 'can-do', adaptable approach. FNZ moves fast - you will need to be willing to learn new things quickly

  • You will be a self-starter

  • High level problem solving and quantitative reasoning

  • Work well in a team and build collaborative relationships with stakeholders

  • Strong attention to detail

Additional Information

At FNZ, we recognise that diversity, inclusion, and accessibility are important factors for our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner where all employees are valued and respected. In particular, we want to ensure accessibility needs are well supported thus, ensuring our recruitment process is fair and equitable for all applicants.

Job ID  REQ-07886
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