Job Description

We are seeking an I

nvestment Operations Analyst

to join our Hymans Robertson Investment Services Operations team. This role offers a significant opportunity to help shape the team and play a key part of our business growth as a Discretionary Fund Manager.

What will your role look like?

As part of the Investment Operations team, you will report to a Senior Investment Operations Analyst and work collaboratively with a wide range of business partners including portfolio managers, business development managers, investment analysts and other business support units.


The role requires some experience of investment administration, preferably from a portfolio or fund management background, however brokerage, custodian and platform administration experience will be considered.

Though this is a varied role, your key tasks will include:

Administer changes to portfolios on our portfolio management systems and external databases. Review and prepare regular client reporting, including portfolio Factsheets. Implement and monitor portfolios on multiple retail wrap platforms. Reconcile and validate internal and external portfolio records. Monitor and validate client fee collection and payment with Wrap Platforms and Finance. Engage with Wrap Platforms on asset availability and onboarding requirements. Support and contribute to Wrap Platform governance meetings and relationship management. Contribute to the maintenance and timely update of procedure guides and checklists. Assist in team mailbox management and timely resolution of queries. Contribute to ongoing project and development initiatives.

To enjoy and succeed in this role, you will have:

Investment portfolio administration experience preferred; however, fund administration or asset administration will be considered. Thorough and detail orientated. Proactive and keen to contribute ideas and improvements. Collaborative and partnering in style, strong team work ethic. Able to understand and articulate complex issues. Microsoft Office application experience, with a focus on excel skills. Experience using Morningstar Direct desirable.

In addition to a competitive salary and access to our profit share scheme, we offer:

A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs. A collaborative and encouraging work environment where your thinking and ideas are encouraged. On site mental health and wellbeing assistance. A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire. Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday. Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments - with the expectation of two 'in-office' days per week. A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.


We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.


That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.


For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.