Investment Operations Analyst

Investment Operations Analyst

We are seeking an Investment Operations Analyst to join our Hymans Robertson Investment Services Operations team. This role offers a significant opportunity to help shape the team and play a key part of our business growth as a Discretionary Fund Manager.

As part of the Investment Operations team, you will report to a Senior Investment Operations Analyst and work collaboratively with a wide range of business partners including portfolio managers, business development managers, investment analysts and other business support units.

The role requires some experience of investment administration, preferably from a portfolio or fund management background; however brokerage, custodian and platform administration experience will also be considered.

• Administer changes to portfolios on our portfolio management systems and external databases.
• Review and prepare regular client reporting, including portfolio factsheets.
• Implement and monitor portfolios on multiple retail wrap platforms.
• Reconcile and validate internal and external portfolio records.
• Monitor and validate client fee collection and payment with Wrap Platforms and Finance.
• Engage with Wrap Platforms on asset availability and onboarding requirements.
• Support and contribute to Wrap Platform governance meetings and relationship management.
• Contribute to the maintenance and timely update of procedure guides and checklists.
• Assist in team mailbox management and timely resolution of queries.
• Contribute to ongoing project and development initiatives.

• Investment portfolio administration experience preferred; fund administration or asset administration will also be considered.
• Thorough and detail-oriented.
• Proactive and keen to contribute ideas and improvements.
• Collaborative and partnering in style, strong teamwork ethic.
• Able to understand and articulate complex issues.
• Microsoft Office application experience, with a focus on Excel skills.
• Experience using Morningstar Direct desirable.

• A flexible selection of employee benefits so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On‑site mental health and wellbeing assistance.
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award‑winning learning portal, Aspire.
• Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in‑office’ days per week.
• A flexible working window, allowing colleagues the freedom to work flexibly between 7 am and 7 pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.

Together, we’ve been building better futures for over 100 years. For our people, our clients, their people, our communities and the environment.

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1,000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up…