Overview
Senior operations analyst to join the Asset servicing & maintenance team at Seccl. Hybrid with 2 days a week in our Bath office.
About Us
Seccl is the Octopus-owned embedded investment platform that’s on a mission to helping more people to invest – and invest well. We’re B-Corp certified with product-market fit and growing quickly.
The role
We’re looking for a Senior operations analyst to join our Asset servicing team. Reporting to the Asset servicing & maintenance lead, you’ll oversee the day-to-day processing of income distributions, and both mandatory and voluntary corporate actions for Seccl’s hundreds of thousands of retail clients, supporting the Operational analysts in the team with any queries that arise in undertaking their duties.
You’ll have at least 3 years’ experience in an investment platform environment, with SME-level knowledge of corporate action handling on Mutual Funds and a range of global equities, UK & foreign income processing and the associated individual taxation impact. Ideally you hold the CISI IOC qualification or higher. You’ll be a problem-solver, adaptable to rapidly changing scenarios, and able to translate Corporate Action event requirements to retail investor portfolios and explain them concisely to stakeholders and clients.
On a typical day you will be…
* Supporting the Asset servicing & maintenance lead in ensuring timely & accurate processing of income distributions & Corporate Actions events across the team.
* Driving Asset servicing-related projects with a focus on continuous improvement and better ways of working.
* Establishing yourself as Corporate Action, Income Distribution & related taxation subject matter expert, providing insight & guidance to the team and across the company on industry best practice to improve Seccl’s service standards.
* Supporting the Asset servicing & maintenance analysts with complex queries, taking ownership of these to resolution.
* Ensuring the Operations Asset servicing policies and procedures reflect best practice in line with regulatory requirements.
* Creating a full Asset servicing & maintenance Process Mapping document identifying all touch points across the business.
This role’s for you if…
* You have detailed knowledge of Corporate Action processing (domestic and global), including strong experience with the CREST system for both mandatory and voluntary events.
* You bring extensive experience in distribution processing across a broad range of retail-client assets — equities, bonds, gilts, MMIs, mutual funds, and property income, both UK and offshore.
* You have a comprehensive understanding of UK taxation relating to distributions, and how to apply global dual taxation agreements.
* You have experience in shareholder engagement (desirable).
* You have a proven track record in Operational Process design and optimisation in Asset Servicing.
* You are highly organised, able to work under pressure, and adaptable to changing priorities.
* You have strong analytical and problem-solving skills, with a focus on driving efficiency and automation.
* You are an effective communicator who can build relationships and collaborate with stakeholders at all levels.
* You have strong Excel skills, and ideally experience with low/no-code tools, Looker, or MS Power Platform.
* You understand regulatory standards and industry best practice in Asset servicing.
This role isn’t for you if…
* You prefer excessive top-down direction; you’ll have freedom and ownership here to shape your progression.
* You’re not comfortable in a fast-paced environment; you’ll need to act quickly and think on your feet.
* You struggle to follow through on ideas; you should be able to make things happen.
* You don’t like change; you should be comfortable with ambiguity and rapid growth.
What’s in it for you…
We offer a generous mix of benefits, including:
* Salary between £40,000 and £45,000 – dependant on experience, reviewed annually
* 27 days holiday + bank holidays + birthday day off + Dependant leave
* Two volunteering days per year
* Option to work abroad for up to six weeks a year
* Secclbrate rewards, learning budget, and other perks
* 6% employer pension contribution and life assurance
* Private medical insurance with AXA Health
* Enhanced Parental leave
* MacBook and home office budget
* Learning budget and health & wellbeing initiatives
* Cycle to Work and Octopus Electric Vehicle Leasing programs
Our culture
We put people first in a transparent and inclusive environment that encourages diversity of thought, challenge and experimentation.
Interviews are conversational. You can expect a two-stage process: first stage competencies-based interview with the hiring manager, second stage technical interview with team members.
All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, veteran status, neurodiversity or disability status.
If this sounds like your kind of thing, apply even if you don’t tick every box. We’d love to hear from you!
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Administrative, Customer Service, and General Business
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