Senior Investment Analyst

We’re on the lookout for a Senior Investment Analyst to join our busy Investment Oversight Team. You will primarily be working in the Technical Investments Team and the role will encompass the management and administration of impaired investments held across the Nucleus group.

Integral to this role is excellent organisation and prioritisation, attention to detail and "heroic reaction" skills. This means being a pro at managing both tasks that are assigned to you and new or existing projects all whilst also supporting the team in a variety of investment operations functions.

Every day you’ll manage your workload, ensuring actions are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.

You’ll spend most of your time:

• Managing actions relating to new or existing impaired Non-Standard investments
• Managing claims / recovery and Exits whilst preparing provisioning activities for Finance
• Managing Non-Standard investment remediation
• Managing Non-Standard investment control and negative value reports
• Managing internal and external queries, across multiple channels
• Administration of FSCS and redress activity
• Undertaking customer detriment assessments
• Undertaking financial crime asset reviews
• Providing decisions from referrals
• Collating data and supporting information to support the review and responses to complaints, DSAR's, FOS questionnaires and decisions
• Assessing the merits of Non-Standard investments and Investment Firm due diligence relating to customer complaints, claims or referrals from FOS or the Pension Ombudsman
• Receiving referrals and considering adjustments of existing or ongoing fees relating to both active and impaired Non-Standard investments
• Receiving and reviewing Workplace Pension Scheme data, produce investment reports, consider and take forward actions and notifications to customers
• Monitoring of Non-Standard investments, undertake calculations, initiate recovery and regulatory reporting where necessary
• Receiving, reviewing and interrogating monthly reporting packs and initiate actions
• Producing Management Information and board papers
• Checking peers work
• Updating procedures & controls
• Sharing your knowledge across the Technical Investment team and wider business
• Building and maintain third-party relationships, ensuring we get the best from our suppliers and our clients are at the heart of everything you do

A bit about you

Your friends would probably describe you as the “super-organised” one, ridiculously well planned and someone who can tackle multiple complex tasks during the working day. You’re the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.

We’ve always placed more importance on cultural contribution above technical ability, but we’d really like you to have/be:

• Previous experience in the financial services industry and ideally working within a SIPP provider
• Understanding of the SIPP investment lifecycle and the risks inherent with a wide range of investments
• Knowledge of different asset classes and impact to operational processes
• Excellent relationship building skills
• Able to prioritise the high impact work, but never neglect the details
• Excellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly style
• Able to anticipate the needs of those you work with, juggling conflicting priorities
• The ability to think laterally and come up with new solutions to old problems
• Helping people makes you happy

A little about us

Our purpose at Nucleus is to help make retirement more rewarding, with a vision to build the best retirement-focused platform in the UK. It is this purpose that drives everything we do. Whether you are working in a role that is customer-facing or not, you’ll need to be service-obsessed to work here.

t’s a fast paced and exciting environment, and one where we believe you will get the chance to fulfil your potential and do work that really matters, to you and our customers. We believe in you having your own chunk of responsibility and being trusted to make things happen.

Nucleus’ culture is something our people believe sets us apart from other places they’ve worked. We think big, know our stuff and move at pace, but always empowering others along the way and breaking new ground to find better ways of doing things. We know that sometimes the right choice is not the easy one, so empowering each other and celebrating others' successes, as well as our own, is part of what makes us Nucleus #WeAreNucleus

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us this is not a box-ticking thing, it’s a commercial imperative. It isn’t about being PC. It’s about being future relevant and durable.

Find out more on our inclusion page

We offer a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.