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Private Banking Middle Office Associate - Birmingham

Delta CapitaBirmingham, Birmingham, United Kingdom
Hybrid Full-time

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Experience Level

Experience

Qualifications

Key QualificationsRelevant operational experience within the financial services sector (private banking experience preferred but not mandatory)Proficient in asset servicing, corporate actions, reconciliations, and/or settlementsAbility to begin work effectively with minimal training on product or technical theoriesStrong risk and control orientation coupled with proven communication skills with stakeholdersFamiliarity with custody processes, CASS regulations, SSIs, and key industry systems

About the job

Join Our Team as a Private Banking Middle Office Associate

12-Month Fixed-Term Contract / Potential for Permanent Position

Hybrid Work Model - 3 Days Onsite Each Week

Based in Birmingham

We are on the lookout for exceptional Associate and Assistant Vice President-level professionals to join a dynamic operations team at a prestigious private banking institution. This role is a critical part of our Operations function, primarily focusing on Asset Servicing. The successful candidate will have significant hands-on experience within operational or middle-office environments, particularly in equity or fixed income sectors, and will be adept at quickly adapting to new challenges and working independently.

 

The ideal candidate will possess a solid background in corporate action event processing, covering both mandatory and voluntary events, and will manage the end-to-end process, including notifications, bookings, reconciliations, and interactions with custodians. Familiarity with event-specific details, such as Japanese stock splits, and the ability to navigate complex systems while upholding meticulous attention to detail and control standards is essential.

 

Experience in settlements is also highly valued, including knowledge of SWIFT messaging, market matching requirements, and processes associated with 515/518. An understanding of Standard Settlement Instructions (SSIs), custody workflows, asset transfers, and the application of CASS rules 6 & 7 in operational settings is crucial.

 

To thrive in this role, you will need excellent interpersonal skills, as you will regularly engage with internal teams, external custodians, and client-facing personnel. A robust risk awareness, the capability to manage exceptions, and the confidence to escalate issues as necessary are vital for success.

About Delta Capita

Delta Capita is a forward-thinking financial services company that specializes in providing innovative solutions for private banking and asset management. Our mission is to enhance operational efficiency and deliver exceptional service to our clients in the financial industry.

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