Operations Analyst; Equities

ROLE DESCRIPTION

The Operations Analyst for Britannia Global Investments via CIMAS Consulting will be responsible for supporting the processing, settlement, and reconciliation of a variety of financial products, ensuring all activity is accurate, timely, and compliant with procedures. This is a hands‑on role requiring prior experience in financial operations, with scope to get involved in process improvements and project work alongside day‑to‑day duties.

CIMAS Consulting is the dedicated services company for Britannia Financial Group based from The Scalpel Building in Bishopsgate.

• Accurately input, check, and maintain trade details in internal systems
• Liaise directly with counter parties to confirm trade details, resolve discrepancies, and ensure timely settlement
• Process client position transfers in and out from external brokers and custodians
• Monitor and help manage failed trades, escalating persistent issues to management
• Assist with the processing of standard corporate action events such as dividends, coupon payments, and redemptions

• Complete daily cash and stock reconciliations, investigating breaks promptly and following through to resolution
• Escalate unresolved reconciliation issues with clear, auditable commentary

• Assist with preparing recurring operational and regulatory reports
• Ensure that operational processes adhere to company policies and relevant regulations

• Identify and suggest process improvements to increase efficiency and reduce risk
• Contribute to team projects, including system upgrades and process changes
• Keep procedural documentation accurate and up to date

• Experience in financial operations, settlements, or middle office role
• Extensive Equities trade life cycle and settlement experience
• Good working knowledge of trade life cycle and settlement processes
• Familiarity with reconciliations and corporate actions
• Awareness of industry regulations affecting settlements and custody preferred

• Strong attention to detail and high accuracy levels
• Confident communicator with the ability to liaise effectively with internal teams and external counter parties
• Strong organisational skills with the ability to manage multiple tasks under pressure
• Good Excel skills (pivot tables, vlookups)

• Proactive and solution‑focused
• Team player with a collaborative approach
• Able to adapt to change and work in a fast‑paced environment

• Settlement or reconciliation systems (e.g., Broadridge, Crest, Euroclear, or similar)