Schroders
Client Static Data Analyst - Operations Academy
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Roles at Schroders: Operations Academy Programme – Analyst in Client Static Data
About the Role
We’re proud of what we achieve at Schroders, and it’s down to our talented people. We actively seek innovative individuals from diverse backgrounds who can bring fresh perspectives to our business. Whether you’ve just completed your studies or are looking to pivot your career, our Operations Academy Programme provides a fantastic entry point into a career in the financial industry. While we can train you on the job-specific skills, we need you to bring your drive, passion, and enthusiasm to make the most of the opportunities presented.
We’re currently looking for an Analyst to join our Client Static Data team. The team provides client data management services globally across Schroders Wealth Management, handling account openings, portfolio management, online access, and data maintenance.
The Programme
You’ll join Schroders as a permanent employee, diving straight into our Operations Academy, which lasts approximately 18–24 months. During this time, you’ll:
- Study for and earn your CISI Level 3 Investment Operations Certificate
- Learn directly on the job
- Access a wide range of soft skills training courses
Additionally, you’ll participate in the highly regarded Investment20/20 programme as an Operations Academy Trainee. Through this initiative, you’ll have opportunities to:
- Meet and network with emerging talent across the financial industry
- Attend training workshops and insight events
- Engage in socials and collaborative sessions
About Schroders
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As a global investment manager, Schroders helps institutions, intermediaries, and individuals worldwide achieve their financial goals. We’ve been trusted for over 2 centuries, guiding over 6,000 employees across six continents through societal and technological changes. Our unwavering goal has always been to help clients and society prosper.
We believe in doing things differently, and that’s why we’re building our new base for ambitous talents in Horsham, West Sussex. As part of a FTSE 100 powerhouse, you’ll enjoy professional growth opportunities within a supportive local community. Horsham is the ideal place to thrive—aligning your career aspirations with the stimulating environment we offer.
Key Responsibilities
As an Analyst within the Client Static Data team, your core tasks will include:
- Maintaining accurate client data in T24, which includes:
- Opening and closing accounts and portfolios (for wealth clients, third parties, and internal operational teams)
- Processing daily client data changes
- Updating client reporting requirements, including setting up third-party recipients
- Handling modifications to client fees, including both standard and bespoke/special fees
- Providing support to the Client Documentation teams across:
- UK, Guernsey, Switzerland, and Singapore
- Actively addressing client and stakeholder queries, focusing on:
- Ensuring quality and timeliness of communication
- Collaborating with internal teams
- Managing high volumes of work by:
- Prioritising tasks effectively
- Adhering to strict time management to support both clients and teams
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Requirements & Qualifications
Ideal candidates will demonstrate:
- Experience that reflects:
- Strong communication and analytical skills
- Ability to work collaboratively within team environments
- A keen eye for detail, essential for precise data maintenance
- Proficiency in basic software, particularly Excel
- A proactive mindset, taking initiative naturally
- Excellent time management, ensuring punctuality to meet client and team expectations
Key Requirement: You must be at least 18 years old by the start date of the programme. Studying for the CISI Level 3 Investment Operations Certificate will occur outside standard office hours.
After training, you’ll have flexibility to work both remotely and in the office. Our current approach is to require at least three working days per week on-site.
Why Schroders Welcomes You
Our commitment to inclusive excellence reflects our belief in the power of diversity. At Schroders, decisions are strengthened by varied perspectives. That’s why inclusion and diversity are a cornerstone of our strategy, and we proudly stipulate equal opportunities—regardless of factors including:
- Age
- Disability
- Gender identity
- Religious beliefs
- Sexual orientation
- Socio-economic background
- Or any other protected characteristics
We encourage a culture where everyone can thrive, and we aim to make a future where investment success contributes to everyone’s prosperity.
Join us, and be a part of this dynamic, purpose-driven community.
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