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Trade Support Analyst – Investment Operations

IPOE Consulting · London

🇬🇧 English
Microsoft Excel Charles River Trade Order Management System DTCC Central Trade Manager (CTM) SWIFT messaging protocols

Job description

About the role

Join a high‑performing investment operations team in London and support the end‑to‑end post‑trade lifecycle across global markets. You will work closely with brokers, custodians and internal stakeholders to ensure trades are processed accurately and efficiently.

Key responsibilities

  • Support the full post‑trade lifecycle, including trade matching, allocation, transmission and settlement.
  • Monitor and resolve trade breaks and settlement issues to guarantee timely execution.
  • Liaise with brokers and custodians worldwide to facilitate settlement across multiple markets.
  • Maintain and update client settlement instructions and operational records.
  • Assist with onboarding new clients and support operational change initiatives.
  • Contribute to quarterly commission reporting and soft‑dollar budgeting processes.
  • Identify and implement opportunities to improve operational efficiency, controls and scalability.
  • Collaborate with internal teams on projects and process‑improvement initiatives.

Required profile

  • Degree in Finance, Business, Economics or a related discipline.
  • Minimum 3 years of experience in trade support, investment operations, middle office or a similar financial services environment.
  • Strong analytical and problem‑solving abilities with attention to detail.
  • Excellent communication and stakeholder‑management skills.
  • Proactive mindset with a desire to improve processes and drive operational excellence.
  • Ability to work both independently and collaboratively within a high‑performing team.

Required skills

  • Advanced Microsoft Excel.
  • Charles River Trade Order Management System.
  • DTCC Central Trade Manager (CTM).
  • SWIFT messaging protocols.

Questions fréquentes

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Published 2 months ago

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IPOE Consulting

London