Investment Platform Specialist

Job Description

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

• interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
• Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
• Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

About the Role & Department

We are seeking an Investment Platform Specialist to join our Asset Management Technology team. This is a front office role support role, focused on the Order Management System (OMS) and connected applications and Trading Venues. The team supports operations for the OMS across global regions APAC, EMEA and AMRS. You’ll work at the intersection of technology, investment products and business operations supporting the delivery and performance of investment solutions.

In Investments Technology, our Asset Management Tribe supports the products and processes employed by our asset management business. The tribe comprises a number of squads who are responsible for developing, maintaining and supporting the critical suite of applications and technologies.

Key Responsibilities

• Dealer facing support as a key point of contact for portfolio managers, dealers and third-party vendors connected with our investment platform.
• Provide real-time support for trade execution and the investment management system (Charles River IMS)
• Ensure compliance with regulatory and operational standards.
• Oversee the functionality and performance of investment platforms, the identification, logging and resolution of defects.
• Collaborate within the Asset Management Tribe to enhance platform features or resolve technical issues.
• Working with end users to identify improvements to workflows and how we extract as much value as possible from our systems.
• Ensure the platform supports front office needs like order routing, pricing, and reporting.
• Working closely with other team members to provide full global service and share best practices.
• Work with service partners and vendors to ensure requirements of our business are being met.
• Working with internal stakeholders through business-as-usual tasks and project work.
• Performing some regular tasks around these systems which are key to business processes.
• Designing and documenting processes and procedures for both BAU investment activities and support.
• Involvement in projects and platform enhancement initiatives, particularly on platform maintenance
• Develop awareness of the industry and an understanding of common problems, issues and solutions.

About the Candidate

The ideal candidate will possess the following:

• Customer focus – works to understand business requirements and recommends practical and timely solutions
• Analytical skills and SQL/Excel proficiency
• Experience of FIX and desk based dealing applications in an enterprise environment
• Understanding of investment products (funds, ETFs, equities, fixed income, OTC)
• Experience with front office systems and knowledge of trade lifecycle and settlement processes
• Experience of Windows Server…