Investment Operations Associate

Hinduja Tech Limited

. Day-to-day management and operation of discretionary model portfolios for financial advice firms .

Posted 10/6/2026full-timeLondon • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing discretionary model portfolios and investment operations, with a strong focus on regulatory compliance and client relationship management. Proficient in advanced Excel and VBA, with a solid understanding of financial advisory processes and the ability to adapt to new technologies.

Highest-signal resume keywords

Investment Operations ManagementModel Portfolio ServicesAdvanced Excel SkillsVBA ProgrammingRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment OperationsModel Portfolio ManagementData ManagementCash ManagementRebalancingProcess ImprovementFinancial AnalysisNumeracyCoding Knowledge

Soft Skills

Attention to DetailProblem-Solving MindsetEffective CommunicationProactive OwnershipCollaboration

Industry Keywords

Asset ManagementDFMFintechFinancial PlanningClient Onboarding

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Day-to-day management and operation of discretionary model portfolios for financial advice firms
Designing, improving, and maintaining processes for investment operations and associated tools
Administering and monitoring client portfolios, including cash management, rebalancing, and ongoing oversight
Responding to adviser queries and providing operational support throughout onboarding and across the ongoing client relationship
Building and maintaining effective relationships with platform partners, working collaboratively for the benefit of mutual clients
Maintaining a strong working knowledge of regulatory and compliance requirements and applying these consistently in day-to-day activities
Supporting the migration of new client assets in a high-growth, fast-paced environment

Requirements

What you’ll need

Experience working in investment operations, platform operations, or a similar role within asset management, DFM, fintech, or a financial planning business
A solid understanding of model portfolio services and how they are implemented and maintained on investment platforms
Strong attention to detail, with the ability to manage multiple tasks accurately in a fast-paced environment
Confidence working with data, systems, and technology — you’re comfortable learning new tools and processes
Excellent communication skills, with the ability to work effectively across teams and with external providers
A proactive, problem-solving mindset and the ability to take ownership of tasks from start to finish
Understanding of what financial advisers do and the challenges they face
Highly numerate
Work experience in a DFM or MPS business
Advanced Excel and VBA skills
Knowledge of coding

Benefits

Comp & perks

Non-contributory pension scheme
28 days’ holiday plus bank holidays
Non-contractual bonus scheme
Potential to join company option scheme
Insurance plans
Cost of relevant professional qualifications and memberships
Hybrid working
Flexible hours (depending on team requirements)
Wellbeing support