Role Purpose

This role exists to support the day-to-day dealing and fund-switch activity within the operations team. The Junior Dealing Officer will take ownership of routine and lower-risk dealing tasks, allowing the Senior Dealing Officer to focus on oversight, complex cases, platform/provider relationships, and process improvement.

The role is hands-on, detail-driven, and suited to someone early in their career who wants to build a strong foundation in investment operations.

Key Responsibilities

Dealing & Fund Switch Support

• Prepare and process fund switches and dealing instructions across supported platforms
• Assist with rebalances, model portfolio allocations, and bulk switch activity
• Ensure instructions are accurate, complete, and aligned with internal checklists and controls
• Track and follow up on pending trades and outstanding provider actions

Opera...