Barclays
Finance
InvestmentOperationsAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Operations Analyst at Barclays. Skills: Private Bank and Wealth Management processing, Private Bank and Wealth Management reviewing, Private Bank and Wealth Management reporting, Private Bank and Wealth Management issue resolution, Risk and controls, Strategic thinking. Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.. Support the management of the ba”
What You'll Achieve.
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.; Takes responsibility for end results of a team’s operational processing and activities.; Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.; Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Industry & Context.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
What They're Looking For.
Must Have
In-depth technical knowledge and experience in their assigned area of expertise, Thorough understanding of the underlying principles and concepts within the area of expertise, Strategic and critical thinking, Delivering outcomes, Identify initiatives, Stakeholder management across different business functions, Risk and controls, Change and transformation, Business acumen, Strategic thinking, Digital and technology, Job specific technical skills
Nice to Have
Wealth Planning knowledge, Investments operation knowledge, Previous experience working in Private Banking sector
What You'll Do.
Support with day-to-day Private Bank and Wealth Management initiatives including processing
and issue resolution with regards to accounts
products and services.
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.
How You'll Work.
Team & Collaboration
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.; Partner with other functions and business areas.; Act as contact point for stakeholders outside of the immediate function
Communication Scope
Communicate findings to internal senior stakeholders; Communicate complex / sensitive information
Process & Methodology
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.
Full Job Description
# **Job Description** **Purpose of the role** To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution. **Accountabilities** * Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services. * Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations. * Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes. * Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes. * Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency. * Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders. * Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services. * Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness. **Analyst Expectations** * To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. * Requires in-depth technical knowledge and experience in their assigned area of expertise * Thorough understanding of the underlying principles and concepts within the area of expertise * They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. * If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behavio
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