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Investment Operations Analyst

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Schroders Personal Wealth
Contract position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Risk Manager/Analyst
  • Business
    Financial Analyst, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 23344 - 25678 GBP Yearly GBP 23344.00 25678.00 YEAR
Job Description & How to Apply Below

Investment Operations Analyst – Maternity Cover (12 months)

Job Type: Fixed Term (12 months)
Closing Date: 23/01/2026
Location: Yorkshire
Salary: £23,344 – £25,678

Schroders Personal Wealth aims to improve financial advice, making it more affordable, accessible and powerful. As an Investment Operations Analyst you will play a vital part in keeping our operations running seamlessly, supporting colleagues and clients, and driving process improvements.

Key Responsibilities
  • Manage and prioritise operational requests from clients and colleagues, ensuring timely and accurate responses.
  • Deal with client requests, consistently putting clients first to provide the best possible experience.
  • Analyse current administrative processes and recommend improvements for better efficiency.
  • Escalate issues, risks, and technology‑related problems appropriately and provide solutions.
  • Support ad hoc projects and initiatives.
  • Ensure all tasks are completed within agreed SLAs, maintaining a high level of service quality.
  • Embrace change and implement new processes and technology.
  • Address and resolve basic incidents and requests related to business support systems and queries.
Key Skills & Competencies
  • Positive client experience, empathy and professionalism.
  • Strong analytical and problem‑solving skills.
  • Ability to handle multiple tasks and prioritise effectively.
  • Knowledge of business operations and systems/processes.
  • Strong organisational skills and ability to work productively in a dynamic environment.
  • Excellent communication skills, written and verbal, with stakeholder management.
Benefits
  • Generous Holiday Entitlement – 30 days + bank holidays; option to buy/sell 5 days.
  • Health & Wellbeing – Company‑paid Private Medical Insurance, Life Insurance, Health Screening.
  • Company Pension Contribution – matched up to 15% of base pay.
  • Cash Allowance – flexible allowance for additional benefits.
  • Bonus Opportunity – eligible after 3 months’ service.
  • Financial Advice – access to free financial advice.
Flexible Working

We support flexible working with informal flexible hours, reduced hours, job sharing, remote or hybrid work.

Diversity & Inclusion

We embrace individuality and diversity. We ensure equal opportunities, report gender pay transparency, and adapt for disabilities and neurodiversity.

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