Barclays
Investment Operations Analyst 6 Month Secondment/Fixed Term Contract
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Role Overview
We are seeking a highly organised and detail-oriented colleague to join a short-term project on a 6-month secondment. This role will support the delivery of a defined operational project involving manual processing activities and case management within a regulated environment.
Responsibilities
- Manually create and maintain client accounts in line with documented procedures.
- Accurately transfer assets between client portfolios.
- Manage and progress a weekly case load, ensuring agreed timelines are met.
- Record all activity clearly and accurately to support audit and quality requirements.
- Communicate progress, risks, and issues effectively with project team members.
- Escalate any errors, exceptions, or concerns in line with agreed processes.
Requirements
To Be Successful, You Should Demonstrate:
- Strong attention to detail and accuracy, with the ability to complete manual, process-driven tasks correctly first time.
- Proven ability to follow policies and procedures, particularly within an operations or regulated environment.
- Clear written and verbal communication skills, including accurate documentation and effective stakeholder updates.
- Proficiency in Excel, including experience with PivotTables, VLOOKUP, and Macros.
- Excellent time management skills.
Some Other Highly Valued Skills Include:
- Previous operations or processing experience, ideally in a case-based or back-office role.
- Ability to manage workload and priorities, balancing quality, and delivery across a weekly case load.
- Strong Communication Skills: confidence in identifying and escalating issues, demonstrating sound judgement and risk awareness.
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Purpose of the Role
To support business areas with day-to-day processing, reviewing, reporting, trading, and issue resolution.
Accountabilities
- Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution.
- Collaboration with teams across the bank to align and integrate operational processes.
- Identification of areas for improvement and providing recommendations in operational processes.
- Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency.
- Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders.
- Identification of industry trends and developments to implement best practice in banking operations.
- Participation in projects and initiatives to improve operational efficiency and effectiveness.
Analyst Expectations
- 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.
- Lead and supervise a team, guiding and supporting professional development, allocating work requirements, and coordinating team resources.
- Develop technical expertise in work area, acting as an advisor where appropriate.
- Will have an impact on the work of related teams within the area.
- Partner with other functions and business areas.
- Take responsibility for end results of a team’s operational processing and activities.
- Escalate breaches of policies/procedure appropriately.
- Take responsibility for embedding new policies/procedures adopted due to risk mitigation.
- Advise and influence decision making within own area of expertise.
- Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation, and codes of conduct.
- Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services, and processes within the function.
- Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
- Make evaluative judgements based on the analysis of factual information, paying attention to detail.
- Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
- Guide and persuade team members and communicate complex/sensitive information.
- Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
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Barclays Values and Mindset
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge, and Drive – the operating manual for how we behave.
Location
This role is based in Glasgow.
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