Overview

Investment Operations Trainee role at Defaqto. Location: Aylesbury, England, United Kingdom. This is a hybrid role with office presence recommended three times per week.

Role purpose

This role supports Defaqto's Insight Operations Team in the timely and accurate delivery of quarterly fund and portfolio risk rating assessments and investment reviews. You will assist with document management, input fund information to keep our database of financial products, propositions, funds and portfolios up to date, and support wider team projects. Full training and support will be provided.

What you'll do

• Ensure quarterly risk ratings for funds and managed portfolios are produced in a timely manner according to the agreed process.
• Escalate concerns or issues to more senior team members.
• Manage templates and data extraction for investment reviews.
• Request additional information from external customers when required by email.
• Upload review documents to the relevant platform and work with the marketing team to ensure content and design accuracy.
• Manage regular data updates, highlighting inconsistencies and inaccuracies.
• Understand and interpret fund information over time, identify differences between past and current data, and update the database with new information.
• Support the team in building and maintaining relationships with industry contacts.
• Conduct data audits and provide constructive feedback.

What we're looking for

• Ideally educated to A-Level standard or equivalent with at least one mathematical or STEM subject. As a minimum, strong GCSE passes (grade 7 to 9) in Maths and English.
• If you don't have maths or STEM A-levels, some work experience demonstrating numerical ability.
• Strong IT skills and the ability to pick up new systems quickly.
• Good written and verbal communication skills, including the ability to explain complex concepts clearly.
• Organised and methodical, self-motivated, independent and proactive.
• Comfortable working with spreadsheets and data with strong attention to detail.
• Keen to develop an understanding of the UK retail financial services market and wealth management products.

Location

This is a hybrid role; you will be working in the Haddenham office three times each week (typically Monday, Tuesday and one other day). Free onsite parking and proximity to the Haddenham and Thame railway station (Oxford to London line).

Right to Work

Applicants must hold a legal right to work in the UK without time restrictions. We are unable to provide Skilled Worker visa sponsorship.

Equal opportunities

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any protected grounds under the Equality Act 2010. We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We encourage suitably qualified applicants from a wide range of backgrounds to apply to help us build a diverse and inclusive workforce.

Seniority level

• Internship

Employment type

• Full-time

Job function

• Finance and Sales