Interim Investment Operations Lead

Foresters Financial, Bromley Park, Bromley

Interim Investment Operations Lead

Salary not available. View on company website.

Foresters Financial, Bromley Park, Bromley

  • Full time
  • Contract
  • Onsite working

Posted 2 weeks ago, 4 Apr | Get your application in now before you miss out!

Closing date: Closing date not specified

Job ref: c10fc3a4ee5840a29f513523684cd8b2

Location ref: Bromley Park, Bromley

Full Job Description

  • Lead delivery of in-flight Investment Operations projects, using project management methodology to ensure milestones are met and risks to delivery are anticipated, identified, tracked and managed effectively.
  • Conduct reviews of the existing target operating model, identifying optimisation and automation opportunities.
  • Map end-to-end Investment Operations processes, interfaces and transaction cycles across internal and external systems.
  • Develop business and functional requirements to support system upgrades, integrations and operational redesign.
  • Undertake UAT testing, define go-live criteria and implementation readiness for in-flight projects.
  • Identify and implement process improvements across the Investment Operations landscape including API, SFTP and workflow automation.
  • Engage stakeholders across Finance, Risk, IT and third-party administrators to support delivery outcomes.
  • Produce project documentation, operational procedures, insights and materials for governance forums.
  • Lead or support operational deep-dives into reconciliations, transaction flows and control points.
  • Contribute to strengthening operational controls, governance structures and reporting mechanisms.

    Strong Investment Operations background with understanding of trade, settlement, pricing and reconciliation processes.
  • Experience of working in a unit pricing environment for a life insurer or professional services provider including hands-on systems experience with an Investment System (e.g. InvestPro, pControl, HiPortfolio).
  • Experience in project delivery or business analysis within financial services.
  • Ability to map processes, define requirements and support system change initiatives.
  • Experience designing and enhancing operational controls and workflows.
  • Strong analytical skills with ability to interpret data and communicate recommendations.
  • Excellent stakeholder management, communication and documentation skills.

    Foresters Financial is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day. We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.

    Basic salary up to £80,000 per annum pro rata
  • Annual holiday allowance of 28 days holiday plus bank holidays pro rata
  • Life Assurance (x4 pensionable earnings)
  • Generous contributory Pension scheme (match up to 5% and pay in an additional 5%)
  • 1 days paid charitable workday
  • Employee Assistance Programme

Direct job link

https://www.jobs24.co.uk/job/interim-investment-operations-lead-126656090