Investment Management (IM) Operations Associate

London Office | Hybrid Working (3 days office and the rest from home)

Salary between £40-55k DOE + excellent benefits

Introduction

As an Associate within the Investment Management Operations team your role involves various responsibilities related to the dealing and investment administration of the investment team. You would report to the Investment Management Operations (Manager), who in turn reports to the Chief Operations Officer.

Saltus investment managers trade OEICs/Unit Trusts, ETFs, FX, investment trusts, listed equities, bonds and occasionally structured products.

What will I be responsible for?

• Investment operations: day-to-day dealing operations, order execution, trade settlements, risk management, corporate actions, trade reconciliations and fund reporting to ACDs. Ensuring client accounts are invested according to the agreed model portfolio(s) (to within acceptable tolerance), on both the Saltus platform as well as external platforms.
• Compliance and regulatory oversight: Ensuring compliance with industry regulations and internal policies to maintain the integrity of trading operations.

Overall, you play a critical role in ensuring the smooth and efficient execution of trades, managing risks, and contributing to the overall success of the Asset Management business. Critically, you need to operate as ‘part’ of the Saltus Asset Management team focused on service delivery to support the SAM business strategy.

As a IM Operations Associate, you will generally have / be:

• Strategic Thinking: Ability to think and plan long-term strategies for the function that align with the goals and vision of Saltus.
• Vision: Ability to lead, inspire, and motivate teams by setting a clear vision for the team and to inspire others to work towards that vision.
• Decision-Making: Strong decision-making skills to make critical choices that drive business growth and success.
• Communication: Excellent communication skills to effectively convey ideas, influence stakeholders, and build relationships.
• Innovation: Embracing innovation and driving a culture of creativity and continuous improvement within the organisation. You would be expected to review and improve processes relevant to your team.
• Change Management: Proven experience in leading organisational change and navigating through complex transitions.
• Collaboration: Ability to work collaboratively with teams across Saltus and our external partners to achieve common goals.
• Problem-Solving: Strong problem-solving skills to address challenges and find effective solutions in a fast-paced environment.
• Adaptability: Flexibility to adapt to changing market conditions, technologies, and business needs.
• Embracing Simplification: Demonstrate the ability to simplify complexity to enhance clarity, efficiency, and effectiveness.

Additional information

• Demonstrate a strong technical knowledge and understanding of all financial products.
• Knowledge of financial markets and investment strategies.
• Excellent analytical and problem-solving skills.
• Exceptional communication and presentation skills.

Why Saltus?

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

We’re proud that we’ve been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award-winning team and be a part of our continued success!

Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.

Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £9 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Where will I be working?

We’re incredibly flexible about where, when, and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. You will be based out of our London office for three days each week, working the remainder of the week from home. You’ll also need to be able to travel to our other office locations, as required by the role. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it!

What benefits do I get when working for Saltus?

The salary range is £40,000-55,000 dependent on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30am-5.30pm. Just as importantly, you’ll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 400+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!