Operational Planning Analyst

Investment Support
2193 Total Views

 Overview of Key Duties:

• Provide assistance and help the team with the most effective approach for systems improvements. Responsible for review of operational and systems implications across all WM middle office operation teams for new and existing product development.

• To learn about CASS requirements, including regular monitoring of client money and custody operations to ensure appropriate segregation and reconciliation of client money/assets at all times, to assist with the ongoing maintenance and oversight of the Axiom controls platform. To ensure MI is produced to assist the Head of Operational Planning.

• To provide administration assistance with projects (both operational and regulatory).

• To provide administration assistance with operations audit requests.

• To assist with monitoring all WM outsourcing arrangements.

• Factor Summaries


• Role provides specialist support to those directly involved in all areas of WM operations.

• Formally assists and provides input to the Head of Operational Planning.

• Providing assistance for the refinement of existing procedures / practices / processes.

• Helps provide financial services operations advice.

• Through the nature of contact and authority entrusted to them by the organisation, the role holder would have a moderate impact on particular individuals / departments. 

• Role has a major impact on their work group / team


• Typical educational requirement: Graduate or higher education.

• Has good experience of Financial Services Operations.

• Knowledge of CASS or experience in CASS and other regulatory authorities would be an advantage.

Intellectual Demands

• Responsible for planning own workload typically against a backdrop of changing priorities and / or external events for the week ahead.

• Responsible for coordinating and planning their objectives and activities for the week ahead.

• Responsible for the detailed planning of activities a recognised sub function within a business area for the month or further ahead.

• May need to take key decisions that may have a financial and/or operational impact on Schroders.


• Must be a team player and able to communicate at an advanced level with others in their team and throughout the organisation.

• Has regular and routine contact with others within Schroders. This may involve routine information exchange; assisting others in activities such as monitoring and maintaining key relationships.


Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

Similar Listings

London, England, United Kingdom

📁 Investment Support

London, England, United Kingdom

📁 Investment Support

London, England, United Kingdom

📁 Investment Support