Investment Operations Assistant Manager
- City of London, United Kingdom
- Hybrid
- Entry Level
- Posted
Investment Operations Assistant Manager Job Description Investment Operations Assistant Manager UK Investment Operations · IG Group · Hybrid (London, 3 days in office)
Our share dealing business is growing, and as Investment Operations Assistant Manager you will play a key part in supporting that growth. Working alongside the Investment Operations Manager, you will help keep our day-to-day operations running smoothly, accurately and in line with FCA requirements.
About Ig
IG IG is a FTSE 100 fintech operating across five continents, serving over 1.4m customers and handling billions of dollars in transactions – built on scale, trust, and proof.
We didn't pivot to innovation; it's how we've always operated.
What that means for the people who work here is real: genuinely complex problems to solve, the technology and resources to tackle them properly, and the kind of scope that's rare in established businesses.
Responsibilities
- Team Our UK Investment Operations team is responsible for running, controlling and improving the investment services IG offers to UK clients through our award-winning fintech trading and investment platform.
- This includes share dealing, Stocks and Shares ISAs, SIPPs and IG Smart Portfolios.
- The role sits at a crossroads between product, client experience, compliance, asset servicing and technology.
- You will act as the bridge between these groups, making sure operational requirements are understood, changes are coordinated, and nothing falls between the cracks.
- Your role in the Team's Success Day-to-day operations
- Supporting the daily running of our share dealing and investment operations
- Supporting the processing of corporate actions
- Monitoring client interest and operating incentive payment controls
- Data analysis on client incentives and performance
- Maintaining up-to-date procedures and process documentation, ensuring the team operates to documented and controlled standards
Operational support process improvement and automation
- Identifying manual steps that could be simplified, automated or made more robust
- Helping make sure system changes are specified, built and tested correctly, with no regressions to trading or investment workflows ISA, SIPP and regulatory reporting
- Preparing reporting and management information for our ISA committee
- Supporting ISA operational processes, including subscription monitoring and transfers
- Supporting SIPP administration alongside our SIPP administrator
- Monitoring regulatory developments and helping assess their impact on our operations
Client experience and operational support
- Acting as a point of operational expertise for our client experience teams, supporting queries across share dealing, ISAs, SIPPs, Smart Portfolios and incentives
- Acting as the senior escalation point for complex client queries and complaints relating to share dealing operational processes, with a clear focus on good client outcomes
- Building strong working relationships with stakeholders across the business, including
- How You'll Grow Your personal and professional development matter to us.
- Working closely with the Investment Operations Manager, you will build real depth across share dealing, ISA, SIPP and investment operations within a leading fintech, and gain exposure to regulatory reporting, process automation and governance.
- As our share dealing business expands, there is a clear path to taking on greater ownership and developing your career within IG.
Requirements
- Compliance, Risk, Finance, Dealing, Legal and Account Management WHAT YOU'LL NEED Essential Experience in an operational or customer-facing role, ideally within a UK fintech, broker, investment platform or wealth manager
- An understanding of the UK share dealing environment, retail investing and online wealth management
Excellent organisational and administrative skills
- Strong control mindset, with experience of operating and evidencing first line controls and supporting audit or regulatory reviews
- Strong analytical ability and attention to detail, with the ability to interpret data and turn it into clear recommendations
- Proficiency in Excel and familiarity with data or reporting tools
Clear written and spoken
- English, with the ability to explain investment and product topics to non-specialists
- Nice to have Subject matter expertise in SIPPs Subject matter expertise in Stocks and Shares ISAs Experience of ISA reporting
- Experience of SIPP administration
- Previous customer-facing support experience at a share dealing platform, SIPP administrator or Stocks and Shares ISA provider
- Knowledge of corporate actions and trade settlement
- Data and dashboarding skills, for example
Tableau, Looker or similar tools
- Experience using AI tools to automate or improve operational processes
- Experience of process improvement, automation or change delivery within an operations function A relevant professional qualification, such as the CISI Investment Operations Certificate (IOC) or equivalent
Benefits
- Competitive salary
- Flexible benefits package (12% on top of salary) Performance-related bonuses
- Private medical cover
- Contribution to gym memberships 25 days holiday + birthday off + 2 volunteering days
Option to buy or sell holiday days
- Unlimited LinkedIn Learning access Career-focused technical and leadership training
- Enhanced parental leave and support Employee-led networks (LGBTQ+, Women’s, Black, Parents & Carers) Matched giving for fundraising
Number of openings 1
