Graduate Investment Operations Officer

# of Openings
Operations (OPS)
Position Type
Permanent Full-Time

Role Description

Working within the FNZ Operations team you will be responsible for the processing and settlement of all financial transactions made by FNZ’s clients. The team is also tasked with processing corporate distributions and dividends, reconciling client positions and identifying and resolving fund issues.


You may come from an investment background with previous experience in a similar role; however, these are also excellent opportunities if you are looking for your first step in to investment management and operations.



Person Key Attributes

  • Accuracy; to ensure that completion of daily tasks are true and accurate
  • Efficiency; to ensure that completion of daily tasks are executed in a timely manner and deadlines are met
  • Effective communication; to ensure that information is communicated effectively to necessary parties and in a timely manner for purpose of rapid resolution
  • Record keeping; to maintain records as required to ensure the investment process is transparent to regulators and external auditors regarding Breach and reconciliation recording
  • Procedures; contribute to and maintain relevant and robust documented procedures
  • Information Systems; to make effective use of the Company’s information systems that are relevant to the role
  • Planning; to prioritise the work to ensure all activities are completed on time and within agreed deadlines
  • CPD; to develop professional and technical knowledge and skills via training & development in order to meet Continuing Professional Development requirements.
  • Other tasks; to undertake any other projects/ tasks as may reasonably be required to facilitate the smooth operation of the company

Experience Required

  • Minimum bachelors degree or above
  • Experience in using Excel for data analysis
  • The ability to work accurately and to deadlines
  • Excellent interpersonal and communication skills
  • Previous experience of working in a financial company (desirable)
  • Knowledge of banking and Financial Services (desirable)
  • Able to demonstrate understanding of FCA regulations (desirable)

About FNZ

FNZ is a global financial technology and asset servicing provider which powers the wealth management, administration and custodian platforms for some of the world's leading financial institutions. These customers include life insurers, retail and private banks, asset and wealth managers and financial adviser groups based across the UK, Europe, Asia, Australia and New Zealand.


We believe that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.


We develop long-term partnerships with our customers to enable them to get to market quickly with a market-leading digital proposition, transform their customer service offering and grow assets under management across multiple distribution channels.


Our customers include AMP, ANZ, Aviva, AXA Wealth, Bank of New Zealand, Fideuram Vita, HSBC, Mercer, National Australia Bank, HSBC, Santander, Santander Asset Management, Standard Life, UBS and Zurich.  In all we partner with 42 institutional customers worldwide. 


FNZ employs over 1,000 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Shanghai, Hong Kong, Singapore, Sydney, Melbourne and Wellington.


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