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At Square Mile, we aim to build a business that our people believe in by investing in experienced, qualified and professional individuals who are passionate about what they do. Together, we are committed to helping investors build a better a better future.


Operations Associate

15 Feb, 2022 | Return|

We have an exciting new opportunity for an Operations Associate to join a small and dynamic business based in the City of London - and we're looking for an equally dynamic person to join our journey.

The role

The role will be to work within the Operations Team on the regulatory and operational aspects of the Managed Portfolio Service and the oversight of and relationships with operating platforms. To ensure consistency of service provided to adviser firms and therefore investors and to provide quality control in all aspects of the service provided.

Portfolio management operations including administration of investment portfolios on administration platforms and internal systems including but not limited to:

  • Ensuring accuracy and consistency and appropriate record keeping.

  • Developing relationships with and knowledge of platforms and sharing that knowledge by maintaining detailed records and user guides.

  • Being a primary platform user and dealer across platforms.

  • Managing access to platforms for internal staff and monitoring password security and logins.

  • Knowledge and understanding of internal Portfolio Management System and assisting in the development of efficiencies through this system.

  • Knowledge and understanding of regulatory aspects of dealing in relation to platforms.

  • Annual Due Diligence reviews of external platforms.

  • Ensuring investors have access to the most preferential terms available for funds via platforms.

  • Assisting with client reporting including production, checking and associated administration.

  • Project development work to gain efficiencies in processes.

We're a small team of people, so you'll also need to be able to build close relationships quickly with your colleagues.

What about you?

You will:

  • Have previous experience of using DFM and/or adviser wealth management platforms.

  • Have the ability to work in an organised and efficient way.

  • Have strong attention to detail.

  • Be equally comfortable working confidently as part of a team or independently.

  • Have excellent time management

  • Be IT literate and competent in the use of Microsoft Office programs.

  • Have excellent verbal, written and interpersonal communication skills.

  • Be enthusiastic, willing to learn and open to change.

  • Have previous experience in an operational role within financial services.

About Square Mile

Square Mile is an independent investment research business that works in partnership with regulated professional financial services firms. We help advisers to develop informed investment recommendations so that, with their support, their clients can make the decisions that are right for them. Focusing first and foremost on in depth, qualitative fund research, we provide tailored support and investment services for financial advisers and institutions.

Apply now

If you think this sounds like you and would be interested in applying, please contact Janice Laugharne with your CV: janice.laugharne@squaremileresearch.com.

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