Operations Analyst
Listed on 2026-03-10
-
Business
Financial Analyst -
Finance & Banking
Financial Analyst
Operations Analyst
Location:
Glasgow
Role Type:
Contract - 6 months
Work Setup:
Hybrid - 3 days in office
Robert Walters is the world's most trusted talent solutions business. Across the globe, we deliver recruitment, outsourcing, and talent advisory services for businesses of all sizes, opening doors for people with diverse skills, ambitions, and backgrounds.
Who You Will Work WithOur client is a global financial services firm that manages wealth, navigates complex markets, and designs strategic financial objectives. The firm provides risk management solutions across a variety of sectors, emphasizing long‑term relationships, and innovative approaches to financial challenges.
What You'll Do- Support the creation of PB Custody accounts on MSESE with our agent bank network
- Liaise with agent banks to understand KYC requirements for new accounts
- Gather required information internally from relevant teams
- Set up accounts internally
- Update status packs and provide regular project team updates
- Work with stakeholders across PB & IPB Business Units, Legal & Compliance, Ops, and external agent banks
- Demonstrate strong analytical, organizational, and project management skills, and be proficient in Microsoft Excel and Power Point
- Communication & Relationship
Skills:
Strong interpersonal skills; builds networks, consensus, and alliances across teams; excellent verbal and written communication - Risk & Accountability: Risk‑aware with the ability to track issues through to resolution; delivery‑focused, meets tight deadlines with high‑quality output; attention to detail and accuracy
- Work Style & Adaptability: Highly motivated self‑starter; able to multi‑task, work independently, and thrive in fast‑paced, changing environments with diverse stakeholders
- Teamwork &
Collaboration:
Collaborative, committed to teamwork, and comfortable working across geographies in a small, dynamic team - Career & Mindset: Entrepreneurial spirit with a desire to build a career in financial services
If you are ready to take the next step, apply now! Successful applicants will be contacted directly by a recruiter to discuss the role further.
We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at to discuss how we can support you.
We welcome applications from all candidates and are committed to providing equal opportunities. This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent.
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