Investment Operations Executive

Investment Operations Executive

  • Location

    Lichfield, Staffordshire

  • Sector:

    Accounting and Finance

  • Job type:


  • Salary:

    £20000.00 - £25000.00 per annum

  • Contact:

    Jess Brannigan

  • Contact email:


  • Job ref:


  • Published:

    12 months ago

  • Expiry date:


  • Startdate:

    January 2020

  • Consultant:


Investment Operations Executive

Monday- Friday 37.5 hrs per week

£25,000 - £30,000 depending on experience


Are you currently studying toward your CISI or IOC? Are you looking to join an innovative, forward thinking Financial Services organisation with a great office atmosphere?

A Financial Services firm in Lichfield is looking to recruit an Investment Operations Executive on a permanent basis. (Full job spec can be provided)

The Investment Operations Executive will be responsible for:

  • Production of client statements and valuations
  • Processing investment instructions as per client request
  • Liaising with third party providers
  • Reconciliation of stock and cash positions
  • Settlement of investment instructions

An ideal Investment Operations Executive will be able to display:

  • Motivation, eager to learn and show a good use of their own initiative
  • Excellent problem solving abilities
  • Ability to learn quick in a fast paced environment/ industry
  • Clear communication skills
  • Ability to pick up duties quickly

Ideally you will be working towards or have obtained a CISI investment operations certificate or IOC with a minimum of 3-5 years industry experience.

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