Senior Investment Operations

Have you worked within Investment Banking? Have you worked within Wealth Management? Do you have strong analytical skills? Passionate about finance and investments? Then look no further, I have the perfect role for you…

This is what you'll be doing

You will be working with a fast moving, dynamic and forward-thinking business of which offers great progression routes, flexible working set ups, inclusivity and a very happy work place!

• Demonstrated enthusiasm for investment and markets. Comfortable making investment recommendations and having them challenged.
• Support and manage investor portfolios
• Macro-economic research, fund research and selection
• Risk management
• Process improvement
• Investment administration and client engagement
• Ability to manage workflow and be self-motivated.

The experience you'll bring to the team

• Bachelor's degree within a relevant field; maths, economics or finance based

• Industry recognised RDR qualification (Level 4 minimum), such as CFA IMC or CISI IAD, or willing to work towards obtaining one.

• Bloomberg experience!
• Enthusiasm for Investments and markets
• Macro-economic strategy experience OR the wan to learn
• Strong analytical skills- Excel and Python!
• Exam qualifications is a bonus!

And this is what you'll get in return

• Up to £55k DOE
• Excellent benefits plus a 20% bonus
• Hybrid role and commutable to Cardiff based office!

Are you up to the challenge?

Contact Jessica Harmer, a Financial Specialist on 02921673753 or

Please apply with a CV and a cover letter outlining why you're perfect for the role. We also have a referral scheme so if you know of someone who would be great for the role please get in touch.

*Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.