Overview
Investment Platform Specialist – Edinburgh
Job Description
At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.
Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.
Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.
We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.
Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:
- interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
- Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
- Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.
About the Role & Department
We are seeking an Investment Platform Specialist to join our Asset Management Technology team. This is a front office role support role, focused on the Order Management System (OMS) and connected applications and Trading Venues. The team supports operations for the OMS across global regions APAC, EMEA and AMRS. You’ll work at the intersection of technology, investment products and business operations supporting the delivery and performance of investment solutions.
In Investments Technology, our Asset Management Tribe supports the products and processes employed by our asset management business. The tribe comprises a number of squads who are responsible for developing, maintaining and supporting the critical suite of applications and technologies.
Key Responsibilities
- Dealer facing support as a key point of contact for portfolio managers, dealers and third-party vendors connected with our investment platform.
- Provide real-time support for trade execution and the investment management system (Charles River IMS)
- Ensure compliance with regulatory and operational standards.
- Oversee the functionality and performance of investment platforms, the identification, logging and resolution of defects.
- Collaborate within the Asset Management Tribe to enhance platform features or resolve technical issues.
- Working with end users to identify improvements to workflows and how we extract as much value as possible from our systems.
- Ensure the platform supports front office needs like order routing, pricing, and reporting.
- Working closely with other team members to provide full global service and share best practices.
- Work with service partners and vendors to ensure requirements of our business are being met.
- Working with internal stakeholders through business-as-usual tasks and project work.
- Performing some regular tasks around these systems which are key to business processes.
- Designing and documenting processes and procedures for both BAU investment activities and support.
- Involvement in projects and platform enhancement initiatives, particularly on platform maintenance
- Develop awareness of the industry and an understanding of common problems, issues and solutions.
About the Candidate
The ideal candidate will possess the following:
- Customer focus – works to understand business requirements and recommends practical and timely solutions
- Analytical skills and SQL/Excel proficiency
- Experience of FIX and desk based dealing applications in an enterprise environment
- Understanding of investment products (funds, ETFs, equities, fixed income, OTC)
- Experience with front office systems and knowledge of trade lifecycle and settlement processes
- Experience of Windows Server environments
- Excellent communication for liaising with stakeholders and internal teams
- Experience of support ticketing systems such as Service Now, JIRA or equivalent
Desirable Skills
- Experience in an Investment Management environment
- Understanding of Charles River Investment Management System (CRIMS)
- Understanding of Enterprise Scheduling Systems
- ITIL v4 Foundation
- ITIL Service Operations
- Powershell scripting or equivalent scripting language
- Network understanding including Telnet
We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.
Our benefits
There’s more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.
When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.
Our business
Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.
An inclusive way of working
Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you.
At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.
An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.
