Operations Analyst

Operations Analyst 6 month Temp £180pd YOU MUST HAVE NEXUS EXPERIENCE OR YOU WILL NOT BE CONSIDERED Previous experience in any of the below please: Payments/Client Cash experience, Transfers, ISA admin, Stock Deposits/Demats, Settlements – UK & Overseas Aim & Purpose of the Role The purpose of this role is to ensure robust Operational Oversight of the business by maintaining regulatory compliance, securing smooth operational processes, and acting as a key liaison between the firm’s Investment Managers (IMs) and BNY Pershing. The role supports the delivery of high-quality client service by monitoring operational workflows, resolving queries, enhancing efficiency, and ensuring all investment operations are processed accurately and in a timely manner. Key Accountabilities & Responsibilities Operational Liaison : Act as the first point of contact for Investment Managers on operational queries, escalating to the BNY client services team as needed and ensuring clear, timely communication. Cash Payments Management : Instruct and oversee customer payments via Nexus; track cash flows and manage received payments, ensuring accurate reconciliation without prior notification. Asset Transfer Oversight : Execute external asset transfers through Nexus, monitor progress via dashboards, resolve queries, and escalate accordingly to avoid delays. Internal Transfers : Process internal asset movements, including those related to deceased estates, trusts, and inter-spousal gifts, ensuring accuracy and regulatory adherence. BNY Relationship Management : Participate in regular meetings with BNY Pershing, raise workflow issues, recommend process improvements, and maintain effective cross-party communication. Crest Dematerialisation : Prepare and verify documents for Crest stock dematerialisation as required. Trade Settlement Oversight : Track and resolve failed trades, supporting prompt settlement and reducing operational risk. Dividend Monitoring : Notify Investment Managers of dividend payments made to client accounts and ensure appropriate follow-up. Proxy Voting Management : Use third-party portals to monitor upcoming proxy votes, inform clients and IMs about options, and lodge votes as instructed. Project Participation : Contribute to departmental projects and perform other operational oversight duties as directed by senior management. Procedures Ownership : Draft, maintain, and periodically review departmental procedures to ensure clarity and compliance with current operational standards and regulations. This summary can be used in a job description, role profile, or internal documentation to outline the function, scope, and expectations for this position effectively. Let me know if you’d like it tailored for a specific role title, such as "Operational Oversight Officer" or "Operations Liaison Specialist."

Location: City of London, London, GB

Posted Date: 9/6/2025